We are live on ! Find out more

306 hedge funds and large institutions have $2.24B invested in FIVE9 in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 129 increasing their positions, 78 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $114M | Put options by funds: $52M

65% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 78

29% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 48

4% more funds holding

Funds holding: 295306 (+11)

3.34% more ownership

Funds ownership: 105.39%108.73% (+3.3%)

31% less capital invested

Capital invested by funds: $3.22B → $2.24B (-$983M)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
306
Holders Change
+11
Holders Change %
+3.73%
% of All Funds
4.1%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.08%
New
62
Increased
129
Reduced
78
Closed
48
Calls
$114M
Puts
$52M
Net Calls
+$62M
Net Calls Change
-$86.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
301
BOK Financial
Oklahoma
$353
NA
302
NewEdge Advisors
Louisiana
$299
RJA
303
Ross\Johnson & Associates
Minnesota
$163 +$220 +6 New
MCM
304
Manchester Capital Management
Vermont
$82
QC
305
Quent Capital
New York
$81
IECM
306
Intrinsic Edge Capital Management
Illinois
-$16.9M -417,000 Closed
AIMCA
307
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$8.71M -214,240 Closed
BFM
308
Boothbay Fund Management
New York
-$6.73M -165,699 Closed
DM
309
Diker Management
New York
-$4.87M -119,880 Closed
HCM
310
Horrell Capital Management
Arkansas
-$4.67M -115,000 Closed
GIPM
311
G2 Investment Partners Management
New York
-$3.34M -82,159 Closed
FGP
312
Freestone Grove Partners
California
-$2.89M -71,145 Closed
SLG
313
Stanley-Laman Group
Pennsylvania
-$2.6M -63,863 Closed
Axa
314
Axa
France
-$1.68M -41,346 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
315
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.62M -39,855 Closed
ACM
316
Archon Capital Management
Washington
-$1.54M -38,000 Closed
TC
317
Tairen Capital
Hong Kong
-$867K -21,343 Closed
Voloridge Investment Management
318
Voloridge Investment Management
Florida
-$678K -16,684 Closed
M&T Bank
319
M&T Bank
New York
-$553K -13,609 Closed
SSA
320
Schonfeld Strategic Advisors
New York
-$459K -11,286 Closed
Bank of Montreal
321
Bank of Montreal
Ontario, Canada
-$451K -11,101 Closed
ADIM
322
Alpha DNA Investment Management
Maryland
-$441K -10,844 Closed
HFM
323
Harvest Fund Management
China
-$317K -7,796 Closed
BC
324
Belmont Capital
California
-$310K -7,640 Closed
LCM
325
Landscape Capital Management
New Jersey
-$302K -7,435 Closed

FIVN Hedge Fund Activity: Q1 2025 in Review

306 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q1 2025, worth a combined $2.24B — down 31% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new FIVN positions and 48 closed out — a net gain of 14 holders — while 129 added to existing stakes and 78 trimmed.

The largest buyer was UBS AM, adding an estimated $73.2M. The largest seller was Fidelity Investments, cutting an estimated $116M.

  • 306 institutional investors held FIVE9 (FIVN) as of Q1 2025, up from 295 in Q4 2024.
  • Funds reported $2.24B of FIVE9 stock for Q1 2025, down 31% quarter-over-quarter.
  • 62 funds opened new FIVE9 positions in Q1 2025 and 48 closed out, a net change of +14 holders.
  • The largest FIVE9 buyer in Q1 2025 was UBS AM, an estimated $73.2M added.
  • The largest FIVE9 seller in Q1 2025 was Fidelity Investments, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2025.