304 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, 118 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: 115.25%110.95% (-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
304
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
National Bank of Canada
301
National Bank of Canada
Quebec, Canada
$24
GFWA
302
Grey Fox Wealth Advisors
Delaware
$24
Alyeska Investment Group
303
Alyeska Investment Group
Illinois
Norges Bank
304
Norges Bank
Norway
Wellington Management Group
305
Wellington Management Group
Massachusetts
WCM Investment Management
306
WCM Investment Management
California
SGM
307
Scalar Gauge Management
Texas
Aberdeen Group
308
Aberdeen Group
United Kingdom
PCM
309
Portolan Capital Management
Massachusetts
Marshall Wace
310
Marshall Wace
United Kingdom
WSFS
311
Wilmington Savings Fund Society
Delaware
ECM
312
ExodusPoint Capital Management
New York
Bank of Montreal
313
Bank of Montreal
Ontario, Canada
California Public Employees Retirement System
314
California Public Employees Retirement System
California
TI
315
Trexquant Investment
Connecticut
BMSSC
316
B. Metzler seel. Sohn & Co
Germany
Tudor Investment Corp
317
Tudor Investment Corp
Connecticut
QCM
318
Qsemble Capital Management
New York
LAM
319
LECAP Asset Management
United Kingdom
I
320
InceptionR
California
Luther King Capital Management (LKCM)
321
Luther King Capital Management (LKCM)
Texas
PCM
322
Prelude Capital Management
New York
Hudson Bay Capital Management
323
Hudson Bay Capital Management
Connecticut
O
324
Ossiam
France
SPA
325
Sherbrooke Park Advisers
New York