291 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, 94 increasing their positions, 107 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

3% less funds holding

Funds holding: 301291 (-10)

11% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 63

12% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 107

Holders
291
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$158M
Puts
$117M
Net Calls
Net Calls Change

Top Sellers

1 -$35.7M
2 -$33.6M
3 -$19.5M
4
Prudential Financial
Prudential Financial
New Jersey
-$17.4M
5
UBS AM
UBS AM
Illinois
-$15.2M
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
Northern Trust
28
Northern Trust
Illinois
$19.5M
CCPM
29
Cooper Creek Partners Management
New York
$18.8M
SBH
30
Segall Bryant & Hamill
Illinois
$18.4M
TCG
31
Tremblant Capital Group
Florida
$17.3M
Point72 Asset Management
32
Point72 Asset Management
Connecticut
$16.9M
Charles Schwab
33
Charles Schwab
California
$16.8M
LPAM
34
Legion Partners Asset Management
California
$15.7M
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$15.6M
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$15.4M
Wellington Management Group
37
Wellington Management Group
Massachusetts
$15.1M
WCM Investment Management
38
WCM Investment Management
California
$14.9M
Citadel Advisors
39
Citadel Advisors
Florida
$14.8M
OAM
40
Oberweis Asset Management
Illinois
$14.7M
NCL
41
Nishkama Capital LLC
Puerto Rico
$13.8M
Deutsche Bank
42
Deutsche Bank
Germany
$12.5M
Connor, Clark & Lunn Investment Management (CC&L)
43
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$11.7M
CSS
44
Cubist Systematic Strategies
Connecticut
$11.6M
NL
45
Nuveen LLC
North Carolina
$11.5M
Raymond James Financial
46
Raymond James Financial
Florida
$11.4M
GIM
47
Glenmede Investment Management
Pennsylvania
$11.2M
GS
48
Gagnon Securities
New York
$10.8M
SGM
49
Scalar Gauge Management
Texas
$10.6M
Bank of New York Mellon
50
Bank of New York Mellon
New York
$10.2M