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306 hedge funds and large institutions have $2.24B invested in FIVE9 in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 129 increasing their positions, 78 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $114M | Put options by funds: $52M

65% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 78

29% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 48

4% more funds holding

Funds holding: 295306 (+11)

3.34% more ownership

Funds ownership: 105.39%108.73% (+3.3%)

31% less capital invested

Capital invested by funds: $3.22B → $2.24B (-$983M)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
306
Holders Change
+11
Holders Change %
+3.73%
% of All Funds
4.1%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.08%
New
62
Increased
129
Reduced
78
Closed
48
Calls
$114M
Puts
$52M
Net Calls
+$62M
Net Calls Change
-$86.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
276
Abound Wealth Management
Tennessee
$3.07K
MSG
277
Main Street Group
Virginia
$2.63K
LFG
278
Larson Financial Group
Missouri
$2.5K +$3.37K +92 New
MPWT
279
MassMutual Private Wealth & Trust
Connecticut
$2.36K +$2.82K +77 +770%
CIBC Private Wealth Group
280
CIBC Private Wealth Group
Georgia
$2.28K +$2.82K +77 +266%
CIAM
281
Caitong International Asset Management
Hong Kong
$2.04K -$13.7K -374 -83%
Jones Financial Companies
282
Jones Financial Companies
Missouri
$1.78K +$1.61K +44 +220%
PWMG
283
Private Wealth Management Group
New Jersey
$1.55K -$1.1K -30 -34%
CFB
284
Cullen/Frost Bankers
Texas
$1.25K +$73 +2 +5%
EWA
285
EverSource Wealth Advisors
Alabama
$1.06K +$477 +13 +50%
MCM
286
MV Capital Management
Maryland
$1K -$37 -1 -3%
NEWAS
287
N.E.W. Advisory Services
Wisconsin
$950 +$1.28K +35 New
CA
288
Continuum Advisory
Idaho
$896 +$293 +8 +32%
PWA
289
Physician Wealth Advisors
Utah
$896 +$1.21K +33 New
BTI
290
Blue Trust Inc
Georgia
$842
MWM
291
Mascoma Wealth Management
New Hampshire
$815 +$1.1K +30 New
WCM
292
WealthTrak Capital Management
Virginia
$815 +$1.1K +30 New
AssetMark Inc
293
AssetMark Inc
California
$760 -$110 -3 -10%
MA
294
Montag & Associates
Georgia
$738 +$257 +7 +35%
PWAM
295
Private Wealth Asset Management
Iowa
$733 +$990 +27 New
CTWM
296
Cherry Tree Wealth Management
Minnesota
$625
CTC
297
Central Trust Company
Missouri
$571 -$733 -20 -49%
CFO
298
CVA Family Office
Colorado
$462 +$623 +17 New
BIA
299
Bell Investment Advisors
California
$408
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
$407 +$550 +15 New

FIVN Hedge Fund Activity: Q1 2025 in Review

306 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q1 2025, worth a combined $2.24B — down 31% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new FIVN positions and 48 closed out — a net gain of 14 holders — while 129 added to existing stakes and 78 trimmed.

The largest buyer was UBS AM, adding an estimated $73.2M. The largest seller was Fidelity Investments, cutting an estimated $116M.

  • 306 institutional investors held FIVE9 (FIVN) as of Q1 2025, up from 295 in Q4 2024.
  • Funds reported $2.24B of FIVE9 stock for Q1 2025, down 31% quarter-over-quarter.
  • 62 funds opened new FIVE9 positions in Q1 2025 and 48 closed out, a net change of +14 holders.
  • The largest FIVE9 buyer in Q1 2025 was UBS AM, an estimated $73.2M added.
  • The largest FIVE9 seller in Q1 2025 was Fidelity Investments, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2025.