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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0.64% less ownership

Funds ownership: 105.37%104.73% (-0.64%)

33% less capital invested

Capital invested by funds: $3.22B → $2.16B (-$1.07B)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
301
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
$114M
Puts
$52M
Net Calls
Net Calls Change

Top Sellers

1 -$85.8M
2 -$39.3M
3 -$36.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$26.9M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
276
Caitong International Asset Management
Hong Kong
$2.04K
Jones Financial Companies
277
Jones Financial Companies
Missouri
$1.78K
PWMG
278
Private Wealth Management Group
New Jersey
$1.55K
CFB
279
Cullen/Frost Bankers
Texas
$1.25K
EWA
280
EverSource Wealth Advisors
Alabama
$1.06K
MCM
281
MV Capital Management
Maryland
$1K
NEWAS
282
N.E.W. Advisory Services
Wisconsin
$950
CA
283
Continuum Advisory
Idaho
$896
PWA
284
Physician Wealth Advisors
Utah
$896
BTI
285
Blue Trust Inc
Georgia
$842
MWM
286
Mascoma Wealth Management
New Hampshire
$815
WCM
287
WealthTrak Capital Management
Virginia
$815
AssetMark Inc
288
AssetMark Inc
California
$760
MA
289
Montag & Associates
Georgia
$738
PWAM
290
Private Wealth Asset Management
Iowa
$733
CTWM
291
Cherry Tree Wealth Management
Minnesota
$625
CTC
292
Central Trust Company
Missouri
$571
CFO
293
CVA Family Office
Colorado
$462
BIA
294
Bell Investment Advisors
California
$408
Fifth Third Bancorp
295
Fifth Third Bancorp
Ohio
$407
BF
296
BOK Financial
Oklahoma
$353
NA
297
NewEdge Advisors
Louisiana
$299
RJA
298
Ross\Johnson & Associates
Minnesota
$163
MCM
299
Manchester Capital Management
Vermont
$82
QC
300
Quent Capital
New York
$81