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308 hedge funds and large institutions have $2.08B invested in FIVE9 in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 120 increasing their positions, 86 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $163M | Put options by funds: $83.9M

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

40% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 86

5% more funds holding

Funds holding: 294308 (+14)

4.3% less ownership

Funds ownership: 115.27%110.96% (-4.3%)

11% less capital invested

Capital invested by funds: $2.33B → $2.08B (-$253M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
308
Holders Change
+14
Holders Change %
+4.76%
% of All Funds
4.04%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
53
Increased
120
Reduced
86
Closed
37
Calls
$163M
Puts
$83.9M
Net Calls
+$78.8M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
276
CIBC Private Wealth Group
Georgia
$1.45K +$53 +2 +3%
PFBT
277
Parkside Financial Bank & Trust
Missouri
$1.4K -$2.8K -106 -65%
TWD
278
True Wealth Design
Ohio
$1.33K
W
279
WealthCollab
Washington
$1.28K +$1.4K +53 New
RIL
280
Rothschild Investment LLC
Illinois
$1.21K -$2.38K -90 -64%
IA
281
IFP Advisors
Florida
$1.19K +$1.3K +49 New
NEWAS
282
N.E.W. Advisory Services
Wisconsin
$774 -$79 -3 -9%
MWM
283
Mascoma Wealth Management
New Hampshire
$726
SS
284
SBI Securities
Japan
$629 -$397 -15 -37%
AWM
285
Activest Wealth Management
Florida
$581
CTWM
286
Cherry Tree Wealth Management
Minnesota
$557
BWL
287
Bogart Wealth LLC
Virginia
$532
EP
288
Essential Partners
California
$532 +$582 +22 New
BFS
289
Bare Financial Services
Pennsylvania
$484 +$529 +20 New
TFA
290
Transamerica Financial Advisors
Florida
$460 +$502 +19 New
HFS
291
Hughes Financial Services
Virginia
$457
HI
292
Harbour Investments
Wisconsin
$436
TFM
293
TFC Financial Management
Massachusetts
$436
KG
294
Kilter Group
New York
$363 +$397 +15 New
MCM
295
MV Capital Management
Maryland
$339 +$53 +2 +17%
NA
296
NewEdge Advisors
Louisiana
$266
SC
297
SouthState Corp
Florida
$242
BIA
298
Bell Investment Advisors
California
$218 -$159 -6 -40%
TPCW
299
TD Private Client Wealth
New York
$194
CA
300
CoreCap Advisors
Michigan
$145

FIVN Hedge Fund Activity: Q3 2025 in Review

308 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q3 2025, worth a combined $2.08B — down 11% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FIVN positions and 37 closed out — a net gain of 16 holders — while 120 added to existing stakes and 86 trimmed.

The largest buyer was Voss Capital, adding an estimated $34.4M. The largest seller was Fidelity Investments, cutting an estimated $47.5M.

  • 308 institutional investors held FIVE9 (FIVN) as of Q3 2025, up from 294 in Q2 2025.
  • Funds reported $2.08B of FIVE9 stock for Q3 2025, down 11% quarter-over-quarter.
  • 53 funds opened new FIVE9 positions in Q3 2025 and 37 closed out, a net change of +16 holders.
  • The largest FIVE9 buyer in Q3 2025 was Voss Capital, an estimated $34.4M added.
  • The largest FIVE9 seller in Q3 2025 was Fidelity Investments, an estimated $47.5M sold.

Based on aggregated 13F filings for Q3 2025.