307 hedge funds and large institutions have $2.08B invested in FIVE9 in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 120 increasing their positions, 86 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

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
307
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
$163M
Puts
$83.9M
Net Calls
Net Calls Change

Top Buyers

1 +$34.4M
2 +$20.1M
3 +$17.3M
4
Goldman Sachs
Goldman Sachs
New York
+$16.2M
5
Jane Street
Jane Street
New York
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
276
CIBC Private Wealth Group
Georgia
$1.45K
PFBT
277
Parkside Financial Bank & Trust
Missouri
$1.4K
TWD
278
True Wealth Design
Ohio
$1.33K
W
279
WealthCollab
Washington
$1.28K
RIL
280
Rothschild Investment LLC
Illinois
$1.21K
IA
281
IFP Advisors
Florida
$1.19K
NEWAS
282
N.E.W. Advisory Services
Wisconsin
$774
MWM
283
Mascoma Wealth Management
New Hampshire
$726
SS
284
SBI Securities
Japan
$629
AWM
285
Activest Wealth Management
Florida
$581
CTWM
286
Cherry Tree Wealth Management
Minnesota
$557
BWL
287
Bogart Wealth LLC
Virginia
$532
BFS
288
Bare Financial Services
Pennsylvania
$484
TFA
289
Transamerica Financial Advisors
Florida
$460
HFS
290
Hughes Financial Services
Virginia
$457
HI
291
Harbour Investments
Wisconsin
$436
TFM
292
TFC Financial Management
Massachusetts
$436
KG
293
Kilter Group
New York
$363
MCM
294
MV Capital Management
Maryland
$339
NA
295
NewEdge Advisors
Louisiana
$266
SC
296
SouthState Corp
Florida
$242
BIA
297
Bell Investment Advisors
California
$218
TPCW
298
TD Private Client Wealth
New York
$194
CA
299
CoreCap Advisors
Michigan
$145
RJA
300
Ross\Johnson & Associates
Minnesota
$145