293 hedge funds and large institutions have $2.33B invested in FIVE9 in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 95 increasing their positions, 107 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

3% less funds holding

Funds holding: 303293 (-10)

11% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 64

11% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 107

Holders
293
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$158M
Puts
$117M
Net Calls
Net Calls Change

Top Sellers

1 -$35.7M
2 -$33.6M
3 -$19.5M
4
Prudential Financial
Prudential Financial
New Jersey
-$17.4M
5
UBS AM
UBS AM
Illinois
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
276
Cherry Tree Wealth Management
Minnesota
$610
BWL
277
Bogart Wealth LLC
Virginia
$583
HFS
278
Hughes Financial Services
Virginia
$570
CTC
279
Central Trust Company
Missouri
$557
HI
280
Harbour Investments
Wisconsin
$477
TFM
281
TFC Financial Management
Massachusetts
$477
BIA
282
Bell Investment Advisors
California
$398
MCM
283
MV Capital Management
Maryland
$318
NA
284
NewEdge Advisors
Louisiana
$291
SAM
285
Smartleaf Asset Management
Massachusetts
$267
SC
286
SouthState Corp
Florida
$265
TPCW
287
TD Private Client Wealth
New York
$212
CA
288
CoreCap Advisors
Michigan
$159
RJA
289
Ross\Johnson & Associates
Minnesota
$159
PWAM
290
Private Wealth Asset Management
Iowa
$132
CFD
291
Creative Financial Designs
Indiana
$132
Fisher Asset Management
292
Fisher Asset Management
Washington
Macquarie Group
293
Macquarie Group
Australia
Arrowstreet Capital
294
Arrowstreet Capital
Massachusetts
WCA
295
Whetstone Capital Advisors
Kansas
SFI
296
Susquehanna Fundamental Investments
Pennsylvania
Two Sigma Advisers
297
Two Sigma Advisers
New York
GIM
298
Granahan Investment Management
Massachusetts
Balyasny Asset Management
299
Balyasny Asset Management
Illinois
2C
300
272 Capital
Texas