300 hedge funds and large institutions have $2.07B invested in FIVE9 in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 115 increasing their positions, 85 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:

4.26% less ownership

Funds ownership: 115.17%110.91% (-4.3%)

11% less capital invested

Capital invested by funds: $2.33B → $2.07B (-$252M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
300
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 +$31.5M
2 +$18.4M
3 +$15.8M
4
Goldman Sachs
Goldman Sachs
New York
+$14.9M
5
Jane Street
Jane Street
New York
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
301
Wellington Management Group
Massachusetts
WCM Investment Management
302
WCM Investment Management
California
SGM
303
Scalar Gauge Management
Texas
Aberdeen Group
304
Aberdeen Group
United Kingdom
PCM
305
Portolan Capital Management
Massachusetts
Marshall Wace
306
Marshall Wace
United Kingdom
WSFS
307
Wilmington Savings Fund Society
Delaware
ECM
308
ExodusPoint Capital Management
New York
Bank of Montreal
309
Bank of Montreal
Ontario, Canada
California Public Employees Retirement System
310
California Public Employees Retirement System
California
TI
311
Trexquant Investment
Connecticut
BMSSC
312
B. Metzler seel. Sohn & Co
Germany
Tudor Investment Corp
313
Tudor Investment Corp
Connecticut
QCM
314
Qsemble Capital Management
New York
LAM
315
LECAP Asset Management
United Kingdom
I
316
InceptionR
California
Luther King Capital Management (LKCM)
317
Luther King Capital Management (LKCM)
Texas
PCM
318
Prelude Capital Management
New York
Hudson Bay Capital Management
319
Hudson Bay Capital Management
Connecticut
O
320
Ossiam
France
SPA
321
Sherbrooke Park Advisers
New York
TSS
322
Two Sigma Securities
New York
LWM
323
LJI Wealth Management
Indiana
Walleye Trading
324
Walleye Trading
New York
Kayne Anderson Rudnick Investment Management
325
Kayne Anderson Rudnick Investment Management
California