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287 hedge funds and large institutions have $1.59B invested in FIVE9 in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 107 increasing their positions, 93 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $143M | Put options by funds: $105M

15% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 93

7% less funds holding

Funds holding: 308287 (-21)

9.53% less ownership

Funds ownership: 110.96%101.43% (-9.5%)

18% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 66

23% less capital invested

Capital invested by funds: $2.08B → $1.59B (-$482M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
287
Holders Change
-21
Holders Change %
-6.82%
% of All Funds
3.49%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
54
Increased
107
Reduced
93
Closed
66
Calls
$143M
Puts
$105M
Net Calls
+$38.8M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Change in
Stake
VRS
326
Virginia Retirement Systems
Virginia
-$225K -9,300 Closed
Lazard Asset Management
327
Lazard Asset Management
New York
-$112K -4,641 Closed
PS
328
Principal Securities
Iowa
-$75.5K -3,118 Closed
NICM
329
Neo Ivy Capital Management
New York
-$66.4K -2,744 Closed
ASN
330
Advisory Services Network
Georgia
-$38.3K -1,584 Closed
WANY
331
Wealthspire Advisors (New York)
New York
-$14.5K -600 Closed
ACM
332
Aster Capital Management
United Arab Emirates
-$10.9K -452 Closed
PC
333
Pier Capital
Connecticut
-$5.35K -221 Closed
FFO
334
Fortitude Family Office
Arizona
-$3.07K -127 Closed
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
-$2.81K -116 Closed
MSG
336
Main Street Group
Virginia
-$2.35K -97 Closed
SC
337
Stephens Consulting
Michigan
-$1.96K -81 Closed
W
338
WealthCollab
Washington
-$1.28K -53 Closed
NEWAS
339
N.E.W. Advisory Services
Wisconsin
-$774 -32 Closed
MWM
340
Mascoma Wealth Management
New Hampshire
-$726 -30 Closed
CTWM
341
Cherry Tree Wealth Management
Minnesota
-$557 -23 Closed
BWL
342
Bogart Wealth LLC
Virginia
-$532 -22 Closed
HFS
343
Hughes Financial Services
Virginia
-$457 -22 Closed
TFM
344
TFC Financial Management
Massachusetts
-$436 -18 Closed
KG
345
Kilter Group
New York
-$363 -15 Closed
NA
346
NewEdge Advisors
Louisiana
-$266 -11 Closed
SC
347
SouthState Corp
Florida
-$242 -10 Closed
BIA
348
Bell Investment Advisors
California
-$218 -9 Closed
TPCW
349
TD Private Client Wealth
New York
-$194 -8 Closed
CFD
350
Creative Financial Designs
Indiana
-$121 -5 Closed