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291 hedge funds and large institutions have $1.23B invested in FIVE9 in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 86 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

455% more call options, than puts

Call options by funds: $108M | Put options by funds: $19.5M

34% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 86

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

22% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 45

4.38% more ownership

Funds ownership: 101.43%105.81% (+4.4%)

1% more funds holding

Funds holding: 287291 (+4)

23% less capital invested

Capital invested by funds: $1.59B → $1.23B (-$365M)

Holders
291
Holders Change
+4
Holders Change %
+1.39%
% of All Funds
3.58%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
55
Increased
115
Reduced
86
Closed
45
Calls
$108M
Puts
$19.5M
Net Calls
+$88.8M
Net Calls Change
+$50M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
276
Blue Trust Inc
Georgia
$379 +$435 +25 New
SC
277
Swan Capital
Florida
$334 -$17 -1 -4%
HI
278
Harbour Investments
Wisconsin
$320 +$52 +3 +17%
PWPS
279
Pinnacle Wealth Planning Services
Ohio
$258 -$1.72K -99 -85%
OCWP
280
Owl Creek Wealth Partners
Colorado
$228 +$261 +15 New
EC
281
Elequin Capital
New York
$197 -$400 -23 -64%
CA
282
CoreCap Advisors
Michigan
$91
RJA
283
Ross\Johnson & Associates
Minnesota
$91
HNB
284
Huntington National Bank
Ohio
$91 +$87 +5 +500%
WPA
285
Wealth Preservation Advisors
Tennessee
$91 +$104 +6 New
IAIM
286
International Assets Investment Management
Florida
$75
SAM
287
Smartleaf Asset Management
Massachusetts
$36 -$139 -8 -80%
PF
288
PlanVest Financial
Maryland
$30 +$35 +2 New
DF
289
Dunhill Financial
United Kingdom
$26 -$17 -1 -50%
AS
290
Altshuler Shaham
Israel
$15 -$9.37K -539 -100%
Artisan Partners
291
Artisan Partners
Wisconsin
-$15.8M -786,016 Closed
BA
292
Bridgewater Associates
Connecticut
-$9.18M -457,821 Closed
First Eagle Investment Management
293
First Eagle Investment Management
New York
-$7.28M -363,000 Closed
Two Sigma Advisers
294
Two Sigma Advisers
New York
-$4.97M -248,100 Closed
SCA
295
Summit Creek Advisors
Minnesota
-$3.54M -176,540 Closed
CCIA
296
Campbell & Co Investment Adviser
Maryland
-$2.57M -128,041 Closed
Holocene Advisors
297
Holocene Advisors
New York
-$2.25M -112,124 Closed
LNWTC
298
Laird Norton Wetherby Trust Company
Washington
-$1.42M -70,879 Closed
CG
299
Circumference Group
Arkansas
-$1.2M -60,000 Closed
JCIA
300
Jackson Creek Investment Advisors
Colorado
-$1.2M -59,731 Closed