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294 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, 96 increasing their positions, 108 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $158M | Put options by funds: $117M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

6.54% more ownership

Funds ownership: 108.73%115.27% (+6.5%)

4% more capital invested

Capital invested by funds: $2.24B → $2.33B (+$90.4M)

4% less funds holding

Funds holding: 306294 (-12)

11% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 108

14% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 65

Holders
294
Holders Change
-12
Holders Change %
-3.92%
% of All Funds
3.87%
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
96
Reduced
108
Closed
65
Calls
$158M
Puts
$117M
Net Calls
+$40.7M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
326
HighTower Advisors
Illinois
-$214K -7,878 Closed
State of Tennessee, Department of Treasury
327
State of Tennessee, Department of Treasury
Tennessee
-$128K -4,700 Closed
QL
328
Quarry LP
New York
-$74.1K -2,730 Closed
CF
329
Corebridge Financial
Texas
-$35.8K -1,317 Closed
JFGIW
330
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$35.1K -1,291 Closed
BT
331
Banque Transatlantique
France
-$24.4K -900 Closed
WF
332
Wayfinding Financial
Washington
-$16K -626 Closed
CCM
333
Coldstream Capital Management
Washington
-$16.4K -605 Closed
WT
334
Whittier Trust
California
-$14.2K -524 Closed
RCM
335
Raleigh Capital Management
North Carolina
-$12.8K -472 Closed
RFG
336
REAP Financial Group
Texas
-$5.97K -220 Closed
HCP
337
Hexagon Capital Partners
Arkansas
-$5.48K -202 Closed
BBHC
338
Brown Brothers Harriman & Co
New York
-$4.78K -176 Closed
SSG
339
Summit Securities Group
New York
-$4.21K -155 Closed
QCG
340
Quadrant Capital Group
Ohio
-$3.8K -140 Closed
AF
341
Atala Financial
California
-$3.39K -125 Closed
PTC
342
Private Trust Company
Ohio
-$3.26K -120 Closed
BOJHT
343
Bank of Jackson Hole Trust
Wyoming
-$4.2K -116 Closed
WA
344
WPG Advisers
Maryland
-$3.1K -114 Closed
CIAM
345
Caitong International Asset Management
Hong Kong
-$2.04K -75 Closed
PWMG
346
Private Wealth Management Group
New Jersey
-$1.55K -57 Closed
CA
347
Continuum Advisory
Idaho
-$896 -33 Closed
PWA
348
Physician Wealth Advisors
Utah
-$896 -33 Closed
BTI
349
Blue Trust Inc
Georgia
-$842 -31 Closed
WCM
350
WealthTrak Capital Management
Virginia
-$815 -30 Closed

FIVN Hedge Fund Activity: Q2 2025 in Review

294 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q2 2025, worth a combined $2.33B — up 4% from $2.24B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of FIVN and 56 opened new positions — a net loss of 9 holders — while 108 trimmed existing stakes and 96 added.

The largest buyer was Fidelity International, opening a new position worth an estimated $66.9M. The largest seller was Norges Bank, cutting an estimated $39.7M.

  • 294 institutional investors held FIVE9 (FIVN) as of Q2 2025, down from 306 in Q1 2025.
  • Funds reported $2.33B of FIVE9 stock for Q2 2025, up 4% quarter-over-quarter.
  • 56 funds opened new FIVE9 positions in Q2 2025 and 65 closed out, a net change of -9 holders.
  • The largest FIVE9 buyer in Q2 2025 was Fidelity International, an estimated $66.9M added.
  • The largest FIVE9 seller in Q2 2025 was Norges Bank, an estimated $39.7M sold.

Based on aggregated 13F filings for Q2 2025.