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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
AFM
26
Anson Funds Management
Texas
$20.5M
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$19.6M +$18.2M +699,846 +1,688%
Northern Trust
28
Northern Trust
Illinois
$19.5M +$7.43M +285,523 +63%
CCPM
29
Cooper Creek Partners Management
New York
$18.8M
SBH
30
Segall Bryant & Hamill
Illinois
$18.4M -$1.76M -67,561 -9%
TCG
31
Tremblant Capital Group
Florida
$17.3M -$1.39M -53,356 -8%
Point72 Asset Management
32
Point72 Asset Management
Connecticut
$16.9M +$1.64M +63,000 +11%
Charles Schwab
33
Charles Schwab
California
$16.8M +$4.7M +180,702 +40%
LPAM
34
Legion Partners Asset Management
California
$15.7M
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$15.6M +$2.46M +94,582 +19%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$15.4M +$6.11M +234,655 +68%
Wellington Management Group
37
Wellington Management Group
Massachusetts
$15.1M -$35.1M -1,346,833 -70%
WCM Investment Management
38
WCM Investment Management
California
$14.9M +$895K +34,402 +7%
Citadel Advisors
39
Citadel Advisors
Florida
$14.8M +$9.49M +364,647 +187%
OAM
40
Oberweis Asset Management
Illinois
$14.7M +$4.93M +189,300 +52%
NCL
41
Nishkama Capital LLC
Puerto Rico
$13.8M +$13.6M +522,211 New
Deutsche Bank
42
Deutsche Bank
Germany
$12.5M -$1.07M -41,155 -8%
Connor, Clark & Lunn Investment Management (CC&L)
43
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$11.7M +$2.89M +111,039 +34%
CSS
44
Cubist Systematic Strategies
Connecticut
$11.6M +$7.6M +292,213 +202%
N
45
Nuveen
North Carolina
$11.5M +$2.69M +103,358 +31%
Raymond James Financial
46
Raymond James Financial
Florida
$11.4M +$610K +23,421 +6%
GIM
47
Glenmede Investment Management
Pennsylvania
$11.2M +$11M +424,471 New
GS
48
Gagnon Securities
New York
$10.8M +$739K +28,393 +7%
SGM
49
Scalar Gauge Management
Texas
$10.6M -$4.64M -178,174 -31%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$10.2M -$401K -15,415 -4%

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.