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FIVE9

301 hedge funds and large institutions have $2.16B invested in FIVE9 in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 125 increasing their positions, 77 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+8
Holders Change %
+2.73%
% of All Funds
4.09%
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
125
Reduced
77
Closed
49
Calls
$114M
Puts
$52M
Net Calls
+$62M
Net Calls Change
-$86.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CIAM
276
Caitong International Asset Management
Hong Kong
$2.04K -$10.2K -374 -83%
Jones Financial Companies
277
Jones Financial Companies
Missouri
$1.78K +$1.22K +44 +220%
PWMG
278
Private Wealth Management Group
New Jersey
$1.55K -$815 -30 -34%
CFB
279
Cullen/Frost Bankers
Texas
$1.25K +$54 +2 +5%
EWA
280
EverSource Wealth Advisors
Alabama
$1.06K +$353 +13 +50%
MCM
281
MV Capital Management
Maryland
$1.01K -$27 -1 -3%
NEWAS
282
N.E.W. Advisory Services
Wisconsin
$950 +$950 +35 New
CA
283
Continuum Advisory
Idaho
$896 +$217 +8 +32%
PWA
284
Physician Wealth Advisors
Utah
$896 +$896 +33 New
BTI
285
Blue Trust Inc
Georgia
$842
WCM
286
WealthTrak Capital Management
Virginia
$815 +$815 +30 New
MWM
287
Mascoma Wealth Management
New Hampshire
$815 +$815 +30 New
AssetMark Inc
288
AssetMark Inc
California
$760 -$81 -3 -10%
MA
289
Montag & Associates
Georgia
$738 +$191 +7 +35%
PWAM
290
Private Wealth Asset Management
Iowa
$733 +$733 +27 New
CTWM
291
Cherry Tree Wealth Management
Minnesota
$625
CTC
292
Central Trust Company
Missouri
$571 -$544 -20 -49%
CFO
293
CVA Family Office
Colorado
$462 +$462 +17 New
BIA
294
Bell Investment Advisors
California
$408
Fifth Third Bancorp
295
Fifth Third Bancorp
Ohio
$407 +$407 +15 New
BF
296
BOK Financial
Oklahoma
$353
NA
297
NewEdge Advisors
Louisiana
$299
RJA
298
Ross\Johnson & Associates
Minnesota
$163 +$163 +6 New
MCM
299
Manchester Capital Management
Vermont
$82
QC
300
Quent Capital
New York
$81