300 hedge funds and large institutions have $2.07B invested in FIVE9 in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 115 increasing their positions, 85 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:

4.26% less ownership

Funds ownership: 115.17%110.91% (-4.3%)

11% less capital invested

Capital invested by funds: $2.33B → $2.07B (-$252M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
300
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
RIL
276
Rothschild Investment LLC
Illinois
$1.21K
NEWAS
277
N.E.W. Advisory Services
Wisconsin
$774
MWM
278
Mascoma Wealth Management
New Hampshire
$726
SS
279
SBI Securities
Japan
$629
AWM
280
Activest Wealth Management
Florida
$581
CTWM
281
Cherry Tree Wealth Management
Minnesota
$557
BWL
282
Bogart Wealth LLC
Virginia
$532
BFS
283
Bare Financial Services
Pennsylvania
$484
TFA
284
Transamerica Financial Advisors
Florida
$460
HFS
285
Hughes Financial Services
Virginia
$457
HI
286
Harbour Investments
Wisconsin
$436
TFM
287
TFC Financial Management
Massachusetts
$436
NA
288
NewEdge Advisors
Louisiana
$266
SC
289
SouthState Corp
Florida
$242
BIA
290
Bell Investment Advisors
California
$218
TPCW
291
TD Private Client Wealth
New York
$194
CA
292
CoreCap Advisors
Michigan
$145
RJA
293
Ross\Johnson & Associates
Minnesota
$145
PWAM
294
Private Wealth Asset Management
Iowa
$121
CFD
295
Creative Financial Designs
Indiana
$121
TPBG
296
Turning Point Benefit Group
Maryland
$47
GFWA
297
Grey Fox Wealth Advisors
Delaware
$24
National Bank of Canada
298
National Bank of Canada
Quebec, Canada
$24
Alyeska Investment Group
299
Alyeska Investment Group
Illinois
Norges Bank
300
Norges Bank
Norway