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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

37% more call options, than puts

Call options by funds: $143M | Put options by funds: $105M

15% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 93

7% less funds holding

Funds holding: 308287 (-21)

9.53% less ownership

Funds ownership: 110.96%101.43% (-9.5%)

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
-21
Holders Change %
-6.82%
% of All Funds
3.49%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
54
Increased
107
Reduced
93
Closed
66
Calls
$143M
Puts
$105M
Net Calls
+$38.8M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Change in
Stake
IPS
276
Investors Portfolio Services
Washington
$220 +$233 +11 New
SAM
277
Smartleaf Asset Management
Massachusetts
$200 -$1.93K -91 -90%
AWM
278
Activest Wealth Management
Florida
$140 -$361 -17 -71%
CA
279
CoreCap Advisors
Michigan
$120
RJA
280
Ross\Johnson & Associates
Minnesota
$120
PWAM
281
Private Wealth Asset Management
Iowa
$100
IAIM
282
International Assets Investment Management
Florida
$100 +$106 +5 New
TPBG
283
Turning Point Benefit Group
Maryland
$40
DT
284
DV Trading
Illinois
$40 +$42 +2 New
EW
285
Elyxium Wealth
California
$40 +$42 +2 New
DF
286
Dunhill Financial
United Kingdom
$35 +$42 +2 New
HNB
287
Huntington National Bank
Ohio
$20 -$1.91K -90 -99%
Fuller & Thaler Asset Management
288
Fuller & Thaler Asset Management
California
-$42.5M -1,754,327 Closed
SC
289
Sylebra Capital
California
-$21.9M -905,212 Closed
AM
290
Atreides Management
Massachusetts
-$17.8M -735,151 Closed
TCG
291
Tremblant Capital Group
Florida
-$15.7M -646,883 Closed
OAM
292
Oberweis Asset Management
Illinois
-$9.6M -396,600 Closed
DSCM
293
Divisadero Street Capital Management
Florida
-$7.65M -316,216 Closed
KFO
294
Kopp Family Office
Minnesota
-$7.23M -298,870 Closed
RA
295
Royce & Associates
New York
-$6.25M -258,450 Closed
NCL
296
Nishkama Capital LLC
Puerto Rico
-$5.83M -241,115 Closed
IECM
297
Intrinsic Edge Capital Management
Illinois
-$5.45M -225,231 Closed
Connor, Clark & Lunn Investment Management (CC&L)
298
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$5.15M -212,990 Closed
SPS
299
Susquehanna Portfolio Strategies
Pennsylvania
-$2.69M -111,175 Closed
WAM
300
Weiss Asset Management
Massachusetts
-$2.6M -107,638 Closed