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FIVE9

301 hedge funds and large institutions have $2.16B invested in FIVE9 in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 125 increasing their positions, 77 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+8
Holders Change %
+2.73%
% of All Funds
4.09%
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
125
Reduced
77
Closed
49
Calls
$114M
Puts
$52M
Net Calls
+$62M
Net Calls Change
-$86.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Nomura Holdings
326
Nomura Holdings
Japan
-$252K -6,196 Closed
CAM
327
Cresset Asset Management
Illinois
-$235K -5,780 Closed
SIA
328
Schechter Investment Advisors
Michigan
-$223K -5,492 Closed
CIP
329
Cornerstone Investment Partners
Georgia
-$212K -5,225 Closed
FC
330
Farringdon Capital
United Kingdom
-$210K -5,168 Closed
MFG
331
Menard Financial Group
Texas
-$206K -5,061 Closed
VWM
332
Venturi Wealth Management
Texas
-$107K -2,636 Closed
CAS
333
Coppell Advisory Solutions
Texas
-$22.8K -561 Closed
HCA
334
Heck Capital Advisors
Wisconsin
-$21.9K -539 Closed
CFGS
335
Concourse Financial Group Securities
Alabama
-$15K -377 Closed
PP
336
PFS Partners
New Jersey
-$8.13K -200 Closed
EC
337
Elequin Capital
New York
-$6.71K -165 Closed
AAM
338
Advisors Asset Management
Colorado
-$5.61K -138 Closed
CTA
339
Colonial Trust Advisors
South Carolina
-$4.06K -100 Closed
SIC
340
Salem Investment Counselors
North Carolina
-$4.06K -100 Closed
KIM
341
Kestra Investment Management
Texas
-$1.79K -44 Closed
S
342
Sachetta
Massachusetts
-$1.75K -43 Closed
AAP
343
Arax Advisory Partners
Colorado
-$1.3K -32 Closed
CWC
344
Carolinas Wealth Consulting
North Carolina
-$996 -25 Closed
AWM
345
Avior Wealth Management
Nebraska
-$772 -19 Closed
BWL
346
Bogart Wealth LLC
Virginia
-$366 -9 Closed
BTD
347
BankPlus Trust Department
Mississippi
-$244 -6 Closed
GBT
348
Grove Bank & Trust
Florida
-$41 -1 Closed
IA
349
IFP Advisors
Florida
-$1.71K