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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
NSEDCP
326
NJ State Employees Deferred Compensation Plan
New Jersey
-$284K -7,000 Closed
PCM
327
Palisade Capital Management
New Jersey
-$284K -7,000 Closed
PAG
328
Private Advisor Group
New Jersey
-$269K -6,620 Closed
Principal Financial Group
329
Principal Financial Group
Iowa
-$268K -6,584 Closed
Nomura Holdings
330
Nomura Holdings
Japan
-$252K -6,196 Closed
CAM
331
Cresset Asset Management
Illinois
-$235K -5,780 Closed
SIA
332
Schechter Investment Advisors
Michigan
-$223K -5,492 Closed
CIP
333
Cornerstone Investment Partners
Georgia
-$212K -5,225 Closed
FC
334
Farringdon Capital
United Kingdom
-$210K -5,168 Closed
MFG
335
Menard Financial Group
Texas
-$206K -5,061 Closed
VWM
336
Venturi Wealth Management
Texas
-$107K -2,636 Closed
CAS
337
Coppell Advisory Solutions
Texas
-$22.8K -561 Closed
HCA
338
Heck Capital Advisors
Wisconsin
-$21.9K -539 Closed
CFGS
339
Concourse Financial Group Securities
Alabama
-$15K -377 Closed
PP
340
PFS Partners
New Jersey
-$8.13K -200 Closed
EC
341
Elequin Capital
New York
-$6.71K -165 Closed
AAM
342
Advisors Asset Management
Colorado
-$5.61K -138 Closed
CTA
343
Colonial Trust Advisors
South Carolina
-$4.06K -100 Closed
SIC
344
Salem Investment Counselors
North Carolina
-$4.06K -100 Closed
KIM
345
Kestra Investment Management
Texas
-$1.79K -44 Closed
S
346
Sachetta
Massachusetts
-$1.75K -43 Closed
AAP
347
Arax Advisory Partners
Colorado
-$1.3K -32 Closed
CWC
348
Carolinas Wealth Consulting
North Carolina
-$996 -25 Closed
AWM
349
Avior Wealth Management
Nebraska
-$772 -19 Closed
BWL
350
Bogart Wealth LLC
Virginia
-$366 -9 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.