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306 hedge funds and large institutions have $2.24B invested in FIVE9 in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 129 increasing their positions, 78 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $114M | Put options by funds: $52M

65% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 78

29% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 48

4% more funds holding

Funds holding: 295306 (+11)

3.34% more ownership

Funds ownership: 105.39%108.73% (+3.3%)

31% less capital invested

Capital invested by funds: $3.22B → $2.24B (-$983M)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
306
Holders Change
+11
Holders Change %
+3.73%
% of All Funds
4.1%
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
129
Reduced
78
Closed
48
Calls
$114M
Puts
$52M
Net Calls
+$62M
Net Calls Change
-$86.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SBH
26
Segall Bryant & Hamill
Illinois
$20.7M +$20.1M +547,794 +254%
Fisher Asset Management
27
Fisher Asset Management
Washington
$19.5M -$1.56M -42,419 -6%
CCPM
28
Cooper Creek Partners Management
New York
$19.3M +$12.7M +345,556 +95%
TCG
29
Tremblant Capital Group
Florida
$19.1M +$1.87M +50,889 +8%
AM
30
Atreides Management
Massachusetts
$16.7M +$8.01M +218,563 +55%
LPAM
31
Legion Partners Asset Management
California
$16.1M
Assenagon Asset Management
32
Assenagon Asset Management
Luxembourg
$15.8M +$21.3M +581,109 New
SGM
33
Scalar Gauge Management
Texas
$15.7M +$5.4M +147,375 +34%
Point72 Asset Management
34
Point72 Asset Management
Connecticut
$15.6M -$11.3M -306,885 -35%
WCM Investment Management
35
WCM Investment Management
California
$14.5M +$47.7K +1,300 +0.2%
Loomis, Sayles & Company
36
Loomis, Sayles & Company
Massachusetts
$14.5M +$2.33M +63,409 +13%
Deutsche Bank
37
Deutsche Bank
Germany
$13.9M -$8.5M -231,899 -31%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$13.4M +$4.14M +112,900 +30%
Charles Schwab
39
Charles Schwab
California
$12.3M -$466K -12,700 -3%
Northern Trust
40
Northern Trust
Illinois
$12.2M -$728K -19,846 -4%
Tudor Investment Corp
41
Tudor Investment Corp
Connecticut
$11.8M +$9.06M +246,994 +133%
Raymond James Financial
42
Raymond James Financial
Florida
$11.1M +$4.46M +121,630 +42%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$10.9M -$1.11M -30,274 -7%
Macquarie Group
44
Macquarie Group
Australia
$10.4M -$1.13M -30,783 -7%
GS
45
Gagnon Securities
New York
$10.3M +$475K +12,963 +4%
Marshall Wace
46
Marshall Wace
United Kingdom
$10.1M +$13.3M +363,882 +3,676%
Massachusetts Financial Services
47
Massachusetts Financial Services
Massachusetts
$9.96M -$13.5M -368,813 -50%
OAM
48
Oberweis Asset Management
Illinois
$9.95M +$13.4M +366,600 New
RA
49
Royce & Associates
New York
$9.87M +$1.24M +33,760 +10%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$9.38M -$863K -23,539 -6%

FIVN Hedge Fund Activity: Q1 2025 in Review

306 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q1 2025, worth a combined $2.24B — down 31% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new FIVN positions and 48 closed out — a net gain of 14 holders — while 129 added to existing stakes and 78 trimmed.

The largest buyer was UBS AM, adding an estimated $73.2M. The largest seller was Fidelity Investments, cutting an estimated $116M.

  • 306 institutional investors held FIVE9 (FIVN) as of Q1 2025, up from 295 in Q4 2024.
  • Funds reported $2.24B of FIVE9 stock for Q1 2025, down 31% quarter-over-quarter.
  • 62 funds opened new FIVE9 positions in Q1 2025 and 48 closed out, a net change of +14 holders.
  • The largest FIVE9 buyer in Q1 2025 was UBS AM, an estimated $73.2M added.
  • The largest FIVE9 seller in Q1 2025 was Fidelity Investments, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2025.