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287 hedge funds and large institutions have $1.59B invested in FIVE9 in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 107 increasing their positions, 93 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $143M | Put options by funds: $105M

15% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 93

7% less funds holding

Funds holding: 308287 (-21)

9.53% less ownership

Funds ownership: 110.96%101.43% (-9.5%)

18% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 66

23% less capital invested

Capital invested by funds: $2.08B → $1.59B (-$482M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
287
Holders Change
-21
Holders Change %
-6.82%
% of All Funds
3.49%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
54
Increased
107
Reduced
93
Closed
66
Calls
$143M
Puts
$105M
Net Calls
+$38.8M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
251
Private Trust Company
Ohio
$3.51K +$3.71K +175 New
SS
252
SBI Securities
Japan
$3.03K +$2.65K +125 +481%
RIAS
253
Rachor Investment Advisory Services
Michigan
$2.85K +$3.01K +142 New
RDFA
254
Ritter Daniher Financial Advisory
Ohio
$2.41K +$2.55K +120 New
PWPS
255
Pinnacle Wealth Planning Services
Ohio
$2.33K +$2.46K +116 New
TWD
256
True Wealth Design
Ohio
$2.29K +$1.25K +59 +107%
AWM
257
Abound Wealth Management
Tennessee
$2.27K
GWM
258
Geneos Wealth Management
Colorado
$2K
S
259
Sachetta
Massachusetts
$1.48K
BFS
260
Bare Financial Services
Pennsylvania
$1.48K +$1.15K +54 +270%
CA
261
Clearstead Advisors
Ohio
$1.38K +$1.47K +69 New
PFBT
262
Parkside Financial Bank & Trust
Missouri
$1.2K +$42 +2 +3%
TFA
263
Transamerica Financial Advisors
Florida
$1.12K +$785 +37 +195%
NSIM
264
North Star Investment Management
Illinois
$1.02K +$1.08K +51 New
AW
265
Avion Wealth
Texas
$1K +$255 +12 +29%
HFS
266
Hantz Financial Services
Michigan
$1K +$743 +35 New
AssetMark Inc
267
AssetMark Inc
California
$902 +$955 +45 New
CIAS
268
CBIZ Investment Advisory Services
Ohio
$802 +$849 +40 New
EC
269
Elequin Capital
New York
$722 +$764 +36 New
OC
270
Optima Capital
Oregon
$521 +$552 +26 New
PWA
271
Physician Wealth Advisors
Utah
$482 +$509 +24 New
SIC
272
SJS Investment Consulting
Ohio
$462 +$488 +23 New
SC
273
Swan Capital
Florida
$461 +$488 +23 New
HI
274
Harbour Investments
Wisconsin
$361
MCM
275
MV Capital Management
Maryland
$261 -$21 -1 -7%