338 hedge funds and large institutions have $5.18B invested in FIVE9 in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 136 increasing their positions, 96 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+13
Holders Change %
+4%
% of All Funds
5.41%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
64
Increased
136
Reduced
96
Closed
44
Calls
$137M
Puts
$39.7M
Net Calls
+$97.7M
Net Calls Change
+$56.7M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
301
Abound Wealth Management
Tennessee
$12.9K
BBHC
302
Brown Brothers Harriman & Co
New York
$12.7K
GRP
303
Global Retirement Partners
California
$12.6K +$170 +3 +1%
GWM
304
Geneos Wealth Management
Colorado
$12.3K
MAM
305
Meeder Asset Management
Ohio
$10.7K +$10.7K +148 New
EWM
306
Endurance Wealth Management
Rhode Island
$10K
C
307
Covestor
United Kingdom
$8K -$75 -1 -0.9%
CFGS
308
Concourse Financial Group Securities
Alabama
$7.88K -$2.68K -37 -25%
PMFA
309
Plante Moran Financial Advisors
Michigan
$7.66K -$10.8K -150 -59%
CTA
310
Colonial Trust Advisors
South Carolina
$7.23K
MC
311
Machina Capital
France
$7.23K +$7.23K +100 New
HWM
312
HighMark Wealth Management
Minnesota
$7.01K +$7.01K +97 New
AAS
313
Ameritas Advisory Services
Nebraska
$6.57K +$6.57K +100 New
EI
314
Ellevest Inc
New York
$6K +$4.92K +68 +453%
VWM
315
Venturi Wealth Management
Texas
$4.7K +$4.7K +65 New
GWSG
316
GPS Wealth Strategies Group
Colorado
$4.34K +$4.34K +60 New
CAL
317
Capital Advisors Ltd
Ohio
$4K
BAM
318
Belpointe Asset Management
Nevada
$3.62K
GI
319
Gradient Investments
Minnesota
$3.62K +$3.62K +50 New
EARNEST Partners
320
EARNEST Partners
Georgia
$2.96K
VCM
321
Versant Capital Management
Arizona
$2.95K -$575 -8 -16%
SWM
322
Spire Wealth Management
Virginia
$2.75K
MA
323
MCF Advisors
Kentucky
$2.6K
BIA
324
Bell Investment Advisors
California
$1.95K -$1.81K -25 -48%
NSG
325
Nalls Sherbakoff Group
Tennessee
$1.92K +$1.92K +28 New