FIVN icon

FIVE9
FIVN

Overview Fund Activity

291 hedge funds and large institutions have $2.33B invested in FIVE9 in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 94 increasing their positions, 107 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
-10
Holders Change %
-3.32%
% of All Funds
3.91%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
56
Increased
94
Reduced
107
Closed
63
Calls
$158M
Puts
$117M
Net Calls
+$40.7M
Net Calls Change
-$21.3M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$68.1M
2
VC
2
Voss Capital
Texas
$86.1M
3
BlackRock
3
BlackRock
New York
$191M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$22M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$246M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$15.1M
2
Ameriprise
2
Ameriprise
Minnesota
$39.2M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$0
4
Prudential Financial
4
Prudential Financial
New Jersey
$3.3M
5
UBS AM
5
UBS AM
Illinois
$55.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
276
Hughes Financial Services
Virginia
$570 +$570 +22 New
CTC
277
Central Trust Company
Missouri
$557 – – –
HI
278
Harbour Investments
Wisconsin
$477 -$2.86K -108 -86%
TFM
279
TFC Financial Management
Massachusetts
$477 +$477 +18 New
BIA
280
Bell Investment Advisors
California
$398 – – –
MCM
281
MV Capital Management
Maryland
$318 -$663 -25 -68%
NA
282
NewEdge Advisors
Louisiana
$291 – – –
SAM
283
Smartleaf Asset Management
Massachusetts
$267 -$9.67K -362 -97%
SC
284
SouthState Corp
Florida
$265 -$3.58K -135 -93%
TPCW
285
TD Private Client Wealth
New York
$212 +$212 +8 New
CA
286
CoreCap Advisors
Michigan
$159 -$4.85K -183 -97%
RJA
287
Ross\Johnson & Associates
Minnesota
$159 – – –
PWAM
288
Private Wealth Asset Management
Iowa
$132 -$581 -22 -81%
CFD
289
Creative Financial Designs
Indiana
$132 +$132 +5 New
Fisher Asset Management
290
Fisher Asset Management
Washington
– -$19.5M -717,889 Closed
Macquarie Group
291
Macquarie Group
Australia
– -$10.4M -383,676 Closed
Arrowstreet Capital
292
Arrowstreet Capital
Massachusetts
– -$7.65M -281,816 Closed
WCA
293
Whetstone Capital Advisors
Kansas
– -$5.49M -202,178 Closed
SFI
294
Susquehanna Fundamental Investments
Pennsylvania
– -$5.03M -185,280 Closed
Two Sigma Advisers
295
Two Sigma Advisers
New York
– -$3.03M -111,745 Closed
GIM
296
Granahan Investment Management
Massachusetts
– -$2.79M -102,682 Closed
Balyasny Asset Management
297
Balyasny Asset Management
Illinois
– -$2.18M -80,256 Closed
2C
298
272 Capital
Texas
– -$2.17M -80,000 Closed
OC
299
Oppenheimer & Co
New York
– -$2.07M -76,069 Closed
ARC
300
Advisor Resource Council
Texas
– -$1.88M -75,615 Closed
10 11
12
13 14