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308 hedge funds and large institutions have $2.08B invested in FIVE9 in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 120 increasing their positions, 86 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $163M | Put options by funds: $83.9M

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

40% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 86

5% more funds holding

Funds holding: 294308 (+14)

4.3% less ownership

Funds ownership: 115.27%110.96% (-4.3%)

11% less capital invested

Capital invested by funds: $2.33B → $2.08B (-$253M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
308
Holders Change
+14
Holders Change %
+4.76%
% of All Funds
4.04%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
53
Increased
120
Reduced
86
Closed
37
Calls
$163M
Puts
$83.9M
Net Calls
+$78.8M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
301
Ross\Johnson & Associates
Minnesota
$145
CFD
302
Creative Financial Designs
Indiana
$121
PWAM
303
Private Wealth Asset Management
Iowa
$121
TPBG
304
Turning Point Benefit Group
Maryland
$47 +$53 +2 New
GFWA
305
Grey Fox Wealth Advisors
Delaware
$24 +$26 +1 New
National Bank of Canada
306
National Bank of Canada
Quebec, Canada
$24 +$26 +1 New
Alyeska Investment Group
307
Alyeska Investment Group
Illinois
-$44.7M -1,688,868 Closed
Norges Bank
308
Norges Bank
Norway
-$39.1M -1,474,939 Closed
Wellington Management Group
309
Wellington Management Group
Massachusetts
-$15.1M -570,219 Closed
WCM Investment Management
310
WCM Investment Management
California
-$14.9M -558,313 Closed
SGM
311
Scalar Gauge Management
Texas
-$10.6M -399,717 Closed
Aberdeen Group
312
Aberdeen Group
United Kingdom
-$6.65M -251,162 Closed
PCM
313
Portolan Capital Management
Massachusetts
-$4.97M -187,711 Closed
Marshall Wace
314
Marshall Wace
United Kingdom
-$4.28M -161,692 Closed
WSFS
315
Wilmington Savings Fund Society
Delaware
-$3.83M -144,581 Closed
ECM
316
ExodusPoint Capital Management
New York
-$3.7M -139,802 Closed
Bank of Montreal
317
Bank of Montreal
Ontario, Canada
-$3.53M -133,420 Closed
California Public Employees Retirement System
318
California Public Employees Retirement System
California
-$3.22M -121,700 Closed
TI
319
Trexquant Investment
Connecticut
-$3.11M -117,503 Closed
BMSSC
320
B. Metzler seel. Sohn & Co
Germany
-$2.12M -80,120 Closed
Tudor Investment Corp
321
Tudor Investment Corp
Connecticut
-$1.58M -59,939 Closed
QCM
322
Qsemble Capital Management
New York
-$1.53M -57,791 Closed
LAM
323
LECAP Asset Management
United Kingdom
-$909K -34,343 Closed
I
324
InceptionR
California
-$697K -26,330 Closed
Luther King Capital Management (LKCM)
325
Luther King Capital Management (LKCM)
Texas
-$604K -22,818 Closed

FIVN Hedge Fund Activity: Q3 2025 in Review

308 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q3 2025, worth a combined $2.08B — down 11% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FIVN positions and 37 closed out — a net gain of 16 holders — while 120 added to existing stakes and 86 trimmed.

The largest buyer was Voss Capital, adding an estimated $34.4M. The largest seller was Fidelity Investments, cutting an estimated $47.5M.

  • 308 institutional investors held FIVE9 (FIVN) as of Q3 2025, up from 294 in Q2 2025.
  • Funds reported $2.08B of FIVE9 stock for Q3 2025, down 11% quarter-over-quarter.
  • 53 funds opened new FIVE9 positions in Q3 2025 and 37 closed out, a net change of +16 holders.
  • The largest FIVE9 buyer in Q3 2025 was Voss Capital, an estimated $34.4M added.
  • The largest FIVE9 seller in Q3 2025 was Fidelity Investments, an estimated $47.5M sold.

Based on aggregated 13F filings for Q3 2025.