304 hedge funds and large institutions have $2.08B invested in FIVE9 in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 118 increasing their positions, 86 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4.3% less ownership

Funds ownership: 115.25%110.95% (-4.3%)

11% less capital invested

Capital invested by funds: $2.33B → $2.08B (-$253M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
304
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$163M
Puts
$83.9M
Net Calls
Net Calls Change

Top Buyers

1 +$31.5M
2 +$18.4M
3 +$15.8M
4
Goldman Sachs
Goldman Sachs
New York
+$14.9M
5
Jane Street
Jane Street
New York
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
251
Mitsubishi UFJ Asset Management
Japan
$11.9K
S
252
SignatureFD
Georgia
$11.3K
ACM
253
Aster Capital Management
United Arab Emirates
$10.9K
FDCDDQ
254
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.2K
JFA
255
JNBA Financial Advisors
Minnesota
$9.68K
CFB
256
Cullen/Frost Bankers
Texas
$7.87K
AAS
257
Ameritas Advisory Services
Nebraska
$7.74K
AS
258
Altshuler Shaham
Israel
$7.26K
C
259
Covestor
United Kingdom
$7K
GI
260
GAMMA Investing
California
$6.32K
PC
261
Pier Capital
Connecticut
$5.35K
SCM
262
Sterling Capital Management
North Carolina
$4.48K
VCM
263
Versant Capital Management
Arizona
$4.45K
EWA
264
EverSource Wealth Advisors
Alabama
$3.94K
FFO
265
Fortitude Family Office
Arizona
$3.07K
MPWT
266
MassMutual Private Wealth & Trust
Connecticut
$2.81K
AWM
267
Abound Wealth Management
Tennessee
$2.73K
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$2.61K
SAM
269
Smartleaf Asset Management
Massachusetts
$2.57K
GWM
270
Geneos Wealth Management
Colorado
$2.42K
MSG
271
Main Street Group
Virginia
$2.35K
HNB
272
Huntington National Bank
Ohio
$2.2K
SC
273
Stephens Consulting
Michigan
$1.96K
S
274
Sachetta
Massachusetts
$1.79K
CIBC Private Wealth Group
275
CIBC Private Wealth Group
Georgia
$1.45K