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FIVE9
FIVN

Overview Fund Activity

291 hedge funds and large institutions have $2.33B invested in FIVE9 in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 94 increasing their positions, 107 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
-10
Holders Change %
-3.32%
% of All Funds
3.91%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
56
Increased
94
Reduced
107
Closed
63
Calls
$158M
Puts
$117M
Net Calls
+$40.7M
Net Calls Change
-$21.3M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$68.1M
2
VC
2
Voss Capital
Texas
$86.1M
3
BlackRock
3
BlackRock
New York
$191M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$22M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$246M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$15.1M
2
Ameriprise
2
Ameriprise
Minnesota
$39.2M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$0
4
Prudential Financial
4
Prudential Financial
New Jersey
$3.3M
5
UBS AM
5
UBS AM
Illinois
$55.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BT
326
Banque Transatlantique
France
– -$22.6K -900 Closed
WF
327
Wayfinding Financial
Washington
– -$16K -626 Closed
CCM
328
Coldstream Capital Management
Washington
– -$16.4K -605 Closed
WT
329
Whittier Trust
California
– -$14.2K -524 Closed
RCM
330
Raleigh Capital Management
North Carolina
– -$12.8K -472 Closed
RFG
331
REAP Financial Group
Texas
– -$5.97K -220 Closed
HCP
332
Hexagon Capital Partners
Arkansas
– -$5.48K -202 Closed
BBHC
333
Brown Brothers Harriman & Co
New York
– -$4.78K -176 Closed
SSG
334
Summit Securities Group
New York
– -$4.21K -155 Closed
QCG
335
Quadrant Capital Group
Ohio
– -$3.8K -140 Closed
AF
336
Atala Financial
California
– -$3.39K -125 Closed
PTC
337
Private Trust Company
Ohio
– -$3.26K -120 Closed
BOJHT
338
Bank of Jackson Hole Trust
Wyoming
– -$4.2K -116 Closed
WA
339
WPG Advisers
Maryland
– -$3.1K -114 Closed
CIAM
340
Caitong International Asset Management
Hong Kong
– -$2.04K -75 Closed
PWMG
341
Private Wealth Management Group
New Jersey
– -$1.55K -57 Closed
CA
342
Continuum Advisory
Idaho
– -$896 -33 Closed
PWA
343
Physician Wealth Advisors
Utah
– -$896 -33 Closed
BTI
344
Blue Trust Inc
Georgia
– -$842 -31 Closed
WCM
345
WealthTrak Capital Management
Virginia
– -$815 -30 Closed
AssetMark Inc
346
AssetMark Inc
California
– -$760 -28 Closed
CFO
347
CVA Family Office
Colorado
– -$462 -17 Closed
Fifth Third Bancorp
348
Fifth Third Bancorp
Ohio
– -$407 -15 Closed
BF
349
BOK Financial
Oklahoma
– -$353 -13 Closed
QC
350
Quent Capital
New York
– -$81 -3 Closed
11 12 13
14
15