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
PFBT
276
Parkside Financial Bank & Trust
Missouri
$1.4K
TWD
277
True Wealth Design
Ohio
$1.33K
IA
278
IFP Advisors
Florida
$1.33K
W
279
WealthCollab
Washington
$1.28K
RIL
280
Rothschild Investment LLC
Illinois
$1.21K
NEWAS
281
N.E.W. Advisory Services
Wisconsin
$774
MWM
282
Mascoma Wealth Management
New Hampshire
$726
SS
283
SBI Securities
Japan
$629
AWM
284
Activest Wealth Management
Florida
$581
CTWM
285
Cherry Tree Wealth Management
Minnesota
$557
BWL
286
Bogart Wealth LLC
Virginia
$532
BFS
287
Bare Financial Services
Pennsylvania
$484
TFA
288
Transamerica Financial Advisors
Florida
$460
HFS
289
Hughes Financial Services
Virginia
$457
HI
290
Harbour Investments
Wisconsin
$436
TFM
291
TFC Financial Management
Massachusetts
$436
NA
292
NewEdge Advisors
Louisiana
$266
SC
293
SouthState Corp
Florida
$242
BIA
294
Bell Investment Advisors
California
$218
TPCW
295
TD Private Client Wealth
New York
$194
RJA
296
Ross\Johnson & Associates
Minnesota
$145
CA
297
CoreCap Advisors
Michigan
$145
CFD
298
Creative Financial Designs
Indiana
$121
PWAM
299
Private Wealth Asset Management
Iowa
$121
TPBG
300
Turning Point Benefit Group
Maryland
$47