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295 hedge funds and large institutions have $3.22B invested in FIVE9 in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 98 increasing their positions, 93 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more call options, than puts

Call options by funds: $177M | Put options by funds: $28.8M

58% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 48

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

38% more capital invested

Capital invested by funds: $2.33B → $3.22B (+$889M)

10% more funds holding

Funds holding: 269295 (+26)

5% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 93

3.12% less ownership

Funds ownership: 108.51%105.39% (-3.1%)

Holders
295
Holders Change
+26
Holders Change %
+9.67%
% of All Funds
3.89%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.14%
New
76
Increased
98
Reduced
93
Closed
48
Calls
$177M
Puts
$28.8M
Net Calls
+$149M
Net Calls Change
+$45.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
276
CIBC Private Wealth Group
Georgia
$1.13K
EWA
277
EverSource Wealth Advisors
Alabama
$1.06K
CA
278
Continuum Advisory
Idaho
$1.02K +$902 +25 New
CWC
279
Carolinas Wealth Consulting
North Carolina
$996 +$469 +13 +108%
CTWM
280
Cherry Tree Wealth Management
Minnesota
$935
Jones Financial Companies
281
Jones Financial Companies
Missouri
$813 +$721 +20 New
MA
282
Montag & Associates
Georgia
$798 +$289 +8 +67%
AWM
283
Avior Wealth Management
Nebraska
$772 +$685 +19 New
BIA
284
Bell Investment Advisors
California
$610
BF
285
BOK Financial
Oklahoma
$489 -$769K -21,326 -100%
SS
286
SBI Securities
Japan
$488 +$433 +12 New
NA
287
NewEdge Advisors
Louisiana
$447
MPWT
288
MassMutual Private Wealth & Trust
Connecticut
$406 -$180 -5 -33%
BWL
289
Bogart Wealth LLC
Virginia
$366 +$325 +9 New
BTD
290
BankPlus Trust Department
Mississippi
$244 +$216 +6 New
VCM
291
Versant Capital Management
Arizona
$203
QC
292
Quent Capital
New York
$122 -$145K -4,020 -100%
MCM
293
Manchester Capital Management
Vermont
$122
GBT
294
Grove Bank & Trust
Florida
$41 +$36 +1 New
Toronto Dominion Bank
295
Toronto Dominion Bank
Ontario, Canada
$41 +$36 +1 New
Fidelity International
296
Fidelity International
Bermuda
-$70.4M -2,451,626 Closed
RP
297
Riverbridge Partners
Minnesota
-$18.9M -658,761 Closed
PCR
298
Potrero Capital Research
California
-$15.6M -543,346 Closed
F1I
299
Fund 1 Investments
Puerto Rico
-$5.27M -183,459 Closed
QT
300
Quantbot Technologies
New York
-$5.24M -182,502 Closed

FIVN Hedge Fund Activity: Q4 2024 in Review

295 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q4 2024, worth a combined $3.22B — up 38% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new FIVN positions and 48 closed out — a net gain of 28 holders — while 98 added to existing stakes and 93 trimmed.

The largest buyer was Norges Bank, adding an estimated $70.4M. The largest seller was Fidelity Investments, cutting an estimated $76.4M.

  • 295 institutional investors held FIVE9 (FIVN) as of Q4 2024, up from 269 in Q3 2024.
  • Funds reported $3.22B of FIVE9 stock for Q4 2024, up 38% quarter-over-quarter.
  • 76 funds opened new FIVE9 positions in Q4 2024 and 48 closed out, a net change of +28 holders.
  • The largest FIVE9 buyer in Q4 2024 was Norges Bank, an estimated $70.4M added.
  • The largest FIVE9 seller in Q4 2024 was Fidelity Investments, an estimated $76.4M sold.

Based on aggregated 13F filings for Q4 2024.