FIVE9
FIVN
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.
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: 6 → 8 (+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: 306 → 294 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$66.9M |
| 2 |
VC
Voss Capital
Houston,
Texas
|
+$57.4M |
| 3 |
BlackRock
New York
|
+$50.2M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$21.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$39.7M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$35.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$33M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
-$19.5M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$17.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
351
AssetMark Inc
Concord,
California
| – | -$760 | -28 | Closed |
|
|
CFO
352
CVA Family Office
Denver,
Colorado
| – | -$462 | -17 | Closed |
|
353
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$407 | -15 | Closed |
|
|
BF
354
BOK Financial
Tulsa,
Oklahoma
| – | -$353 | -13 | Closed |
|
|
MCM
355
Manchester Capital Management
Manchester,
Vermont
| – | -$82 | -3 | Closed |
|
|
QC
356
Quent Capital
New York
| – | -$81 | -3 | Closed |
|
|
MIFH
357
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| – | +$52 | +2 | New |
|
|
CAL
358
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | +$156 | +6 | New |
|
|
AW
359
Avion Wealth
The Woodlands,
Texas
| – | +$573 | +22 | New |
|
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.