287 hedge funds and large institutions have $1.59B invested in FIVE9 in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 107 increasing their positions, 93 reducing their positions, and 66 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:

less funds holding

Funds holding:

less ownership

Funds ownership:

18% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 66

23% less capital invested

Capital invested by funds: $2.08B → $1.59B (-$482M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
287
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$143M
Puts
$105M
Net Calls
Net Calls Change

Top Buyers

1 +$28.5M
2 +$16.7M
3 +$16.1M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$10.4M
5
Goldman Sachs
Goldman Sachs
New York
+$7.95M
Name Holding Trade Value Shares
Change
Change in
Stake
IPS
276
Investors Portfolio Services
Washington
$220
SAM
277
Smartleaf Asset Management
Massachusetts
$200
AWM
278
Activest Wealth Management
Florida
$140
RJA
279
Ross\Johnson & Associates
Minnesota
$120
CA
280
CoreCap Advisors
Michigan
$120
PWAM
281
Private Wealth Asset Management
Iowa
$100
IAIM
282
International Assets Investment Management
Florida
$100
TPBG
283
Turning Point Benefit Group
Maryland
$40
DT
284
DV Trading
Illinois
$40
EW
285
Elyxium Wealth
California
$40
DF
286
Dunhill Financial
United Kingdom
$35
HNB
287
Huntington National Bank
Ohio
$20
Fuller & Thaler Asset Management
288
Fuller & Thaler Asset Management
California
SC
289
Sylebra Capital
California
AM
290
Atreides Management
Massachusetts
TCG
291
Tremblant Capital Group
Florida
OAM
292
Oberweis Asset Management
Illinois
DSCM
293
Divisadero Street Capital Management
Florida
KFO
294
Kopp Family Office
Minnesota
RA
295
Royce & Associates
New York
NCL
296
Nishkama Capital LLC
Puerto Rico
IECM
297
Intrinsic Edge Capital Management
Illinois
Connor, Clark & Lunn Investment Management (CC&L)
298
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
SPS
299
Susquehanna Portfolio Strategies
Pennsylvania
WAM
300
Weiss Asset Management
Massachusetts