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294 hedge funds and large institutions have $2.33B invested in FIVE9 in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 96 increasing their positions, 108 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $158M | Put options by funds: $117M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

6.54% more ownership

Funds ownership: 108.73%115.27% (+6.5%)

4% more capital invested

Capital invested by funds: $2.24B → $2.33B (+$90.4M)

4% less funds holding

Funds holding: 306294 (-12)

11% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 108

14% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 65

Holders
294
Holders Change
-12
Holders Change %
-3.92%
% of All Funds
3.87%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
56
Increased
96
Reduced
108
Closed
65
Calls
$158M
Puts
$117M
Net Calls
+$40.7M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
276
Activest Wealth Management
Florida
$636 +$625 +24 New
CTWM
277
Cherry Tree Wealth Management
Minnesota
$610
BWL
278
Bogart Wealth LLC
Virginia
$583 +$573 +22 New
HFS
279
Hughes Financial Services
Virginia
$570 +$573 +22 New
CTC
280
Central Trust Company
Missouri
$557
HI
281
Harbour Investments
Wisconsin
$477 -$2.81K -108 -86%
TFM
282
TFC Financial Management
Massachusetts
$477 +$468 +18 New
BIA
283
Bell Investment Advisors
California
$398
MCM
284
MV Capital Management
Maryland
$318 -$651 -25 -68%
NA
285
NewEdge Advisors
Louisiana
$291
SAM
286
Smartleaf Asset Management
Massachusetts
$267 -$9.42K -362 -97%
SC
287
SouthState Corp
Florida
$265 -$3.51K -135 -93%
TPCW
288
TD Private Client Wealth
New York
$212 +$208 +8 New
CA
289
CoreCap Advisors
Michigan
$159 -$4.76K -183 -97%
RJA
290
Ross\Johnson & Associates
Minnesota
$159
PWAM
291
Private Wealth Asset Management
Iowa
$132 -$573 -22 -81%
CFD
292
Creative Financial Designs
Indiana
$132 +$130 +5 New
Fisher Asset Management
293
Fisher Asset Management
Washington
-$19.5M -717,889 Closed
Macquarie Group
294
Macquarie Group
Australia
-$10.4M -383,676 Closed
Arrowstreet Capital
295
Arrowstreet Capital
Massachusetts
-$7.65M -281,816 Closed
WCA
296
Whetstone Capital Advisors
Kansas
-$5.49M -202,178 Closed
SFI
297
Susquehanna Fundamental Investments
Pennsylvania
-$5.03M -185,280 Closed
Two Sigma Advisers
298
Two Sigma Advisers
New York
-$3.03M -111,745 Closed
GIM
299
Granahan Investment Management
Massachusetts
-$2.79M -102,682 Closed
Balyasny Asset Management
300
Balyasny Asset Management
Illinois
-$2.18M -80,256 Closed

FIVN Hedge Fund Activity: Q2 2025 in Review

294 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q2 2025, worth a combined $2.33B — up 4% from $2.24B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of FIVN and 56 opened new positions — a net loss of 9 holders — while 108 trimmed existing stakes and 96 added.

The largest buyer was Fidelity International, opening a new position worth an estimated $66.9M. The largest seller was Norges Bank, cutting an estimated $39.7M.

  • 294 institutional investors held FIVE9 (FIVN) as of Q2 2025, down from 306 in Q1 2025.
  • Funds reported $2.33B of FIVE9 stock for Q2 2025, up 4% quarter-over-quarter.
  • 56 funds opened new FIVE9 positions in Q2 2025 and 65 closed out, a net change of -9 holders.
  • The largest FIVE9 buyer in Q2 2025 was Fidelity International, an estimated $66.9M added.
  • The largest FIVE9 seller in Q2 2025 was Norges Bank, an estimated $39.7M sold.

Based on aggregated 13F filings for Q2 2025.