307 hedge funds and large institutions have $2.08B invested in FIVE9 in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 120 increasing their positions, 86 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:

4.3% 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
307
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 +$34.4M
2 +$20.1M
3 +$17.3M
4
Goldman Sachs
Goldman Sachs
New York
+$16.2M
5
Jane Street
Jane Street
New York
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
301
Creative Financial Designs
Indiana
$121
PWAM
302
Private Wealth Asset Management
Iowa
$121
TPBG
303
Turning Point Benefit Group
Maryland
$47
National Bank of Canada
304
National Bank of Canada
Quebec, Canada
$24
GFWA
305
Grey Fox Wealth Advisors
Delaware
$24
Alyeska Investment Group
306
Alyeska Investment Group
Illinois
Norges Bank
307
Norges Bank
Norway
Wellington Management Group
308
Wellington Management Group
Massachusetts
WCM Investment Management
309
WCM Investment Management
California
SGM
310
Scalar Gauge Management
Texas
Aberdeen Group
311
Aberdeen Group
United Kingdom
PCM
312
Portolan Capital Management
Massachusetts
Marshall Wace
313
Marshall Wace
United Kingdom
WSFS
314
Wilmington Savings Fund Society
Delaware
ECM
315
ExodusPoint Capital Management
New York
Bank of Montreal
316
Bank of Montreal
Ontario, Canada
California Public Employees Retirement System
317
California Public Employees Retirement System
California
TI
318
Trexquant Investment
Connecticut
BMSSC
319
B. Metzler seel. Sohn & Co
Germany
Tudor Investment Corp
320
Tudor Investment Corp
Connecticut
QCM
321
Qsemble Capital Management
New York
LAM
322
LECAP Asset Management
United Kingdom
I
323
InceptionR
California
Luther King Capital Management (LKCM)
324
Luther King Capital Management (LKCM)
Texas
PCM
325
Prelude Capital Management
New York