300 hedge funds and large institutions have $2.07B invested in FIVE9 in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 115 increasing their positions, 85 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4.26% less ownership

Funds ownership: 115.17%110.91% (-4.3%)

11% less capital invested

Capital invested by funds: $2.33B → $2.07B (-$252M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
300
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$163M
Puts
$83.9M
Net Calls
Net Calls Change

Top Buyers

1 +$31.5M
2 +$18.4M
3 +$15.8M
4
Goldman Sachs
Goldman Sachs
New York
+$14.9M
5
Jane Street
Jane Street
New York
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$19M
Northern Trust
27
Northern Trust
Illinois
$17.9M
AM
28
Atreides Management
Massachusetts
$17.8M
Assenagon Asset Management
29
Assenagon Asset Management
Luxembourg
$17.5M
CCPM
30
Cooper Creek Partners Management
New York
$17.2M
Charles Schwab
31
Charles Schwab
California
$17.1M
Jane Street
32
Jane Street
New York
$17.1M
Deutsche Bank
33
Deutsche Bank
Germany
$16.4M
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$15.8M
TCG
35
Tremblant Capital Group
Florida
$15.7M
Point72 Asset Management
36
Point72 Asset Management
Connecticut
$14.6M
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$14.5M
LPAM
38
Legion Partners Asset Management
California
$14.3M
SBH
39
Segall Bryant & Hamill
Illinois
$12.1M
Squarepoint
40
Squarepoint
New York
$11.8M
CCMG
41
Clark Capital Management Group
Pennsylvania
$11.2M
GIM
42
Glenmede Investment Management
Pennsylvania
$11.2M
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$10.2M
CSS
44
Cubist Systematic Strategies
Connecticut
$10.1M
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$10.1M
Bank of New York Mellon
46
Bank of New York Mellon
New York
$10M
OAM
47
Oberweis Asset Management
Illinois
$9.6M
SST
48
S Squared Technology
New York
$8.47M
DSCM
49
Divisadero Street Capital Management
Florida
$7.65M
Stifel Financial
50
Stifel Financial
Missouri
$7.38M