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291 hedge funds and large institutions have $1.23B invested in FIVE9 in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 86 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

455% more call options, than puts

Call options by funds: $108M | Put options by funds: $19.5M

34% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 86

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

22% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 45

4.38% more ownership

Funds ownership: 101.43%105.81% (+4.4%)

1% more funds holding

Funds holding: 287291 (+4)

23% less capital invested

Capital invested by funds: $1.59B → $1.23B (-$365M)

Holders
291
Holders Change
+4
Holders Change %
+1.39%
% of All Funds
3.58%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
55
Increased
115
Reduced
86
Closed
45
Calls
$108M
Puts
$19.5M
Net Calls
+$88.8M
Net Calls Change
+$50M
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
251
Los Angeles Capital Management
California
$4.87K
FDCDDQ
252
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.31K -$2.42K -139 -33%
TWD
253
True Wealth Design
Ohio
$4.22K +$2.85K +164 +144%
Barrow, Hanley, Mewhinney & Strauss
254
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.88K +$4.45K +256 New
UB
255
UMB Bank
Missouri
$2.71K +$3.11K +179 New
SS
256
SBI Securities
Japan
$2.44K +$174 +10 +7%
QL
257
Quarry LP
New York
$2.28K -$17.8K -1,025 -87%
RIAS
258
Rachor Investment Advisory Services
Michigan
$2.15K
QC
259
Quent Capital
New York
$1.88K -$1.82K -105 -46%
RDFA
260
Ritter Daniher Financial Advisory
Ohio
$1.82K
AWM
261
Abound Wealth Management
Tennessee
$1.72K
GWM
262
Geneos Wealth Management
Colorado
$1.52K
MSG
263
Main Street Group
Virginia
$1.47K +$1.69K +97 New
SIC
264
SJS Investment Consulting
Ohio
$1.32K +$1.11K +64 +278%
AWM
265
Activest Wealth Management
Florida
$1.17K +$1.22K +70 +1,000%
MPWT
266
MassMutual Private Wealth & Trust
Connecticut
$1.02K +$1.17K +67 New
CAL
267
Capital Advisors Ltd
Ohio
$1K +$765 +44 New
BLC
268
Brown, Lisle/Cummings
Rhode Island
$971 +$1.11K +64 New
PWA
269
Physician Wealth Advisors
Utah
$592 +$261 +15 +63%
TFA
270
Transamerica Financial Advisors
Florida
$546 -$348 -20 -36%
FFO
271
Fortitude Family Office
Arizona
$516 +$591 +34 New
BFS
272
Bare Financial Services
Pennsylvania
$440 -$782 -45 -61%
MCM
273
MV Capital Management
Maryland
$440 +$278 +16 +123%
NSIM
274
North Star Investment Management
Illinois
$425 -$400 -23 -45%
CA
275
Clearstead Advisors
Ohio
$380 -$765 -44 -64%