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308 hedge funds and large institutions have $2.08B invested in FIVE9 in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 120 increasing their positions, 86 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $163M | Put options by funds: $83.9M

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

40% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 86

5% more funds holding

Funds holding: 294308 (+14)

4.3% less ownership

Funds ownership: 115.27%110.96% (-4.3%)

11% less capital invested

Capital invested by funds: $2.33B → $2.08B (-$253M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
308
Holders Change
+14
Holders Change %
+4.76%
% of All Funds
4.04%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
53
Increased
120
Reduced
86
Closed
37
Calls
$163M
Puts
$83.9M
Net Calls
+$78.8M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$19M -$10.2M -385,642 -33%
Northern Trust
27
Northern Trust
Illinois
$17.9M +$98.7K +3,733 +0.5%
AM
28
Atreides Management
Massachusetts
$17.8M -$5.83M -220,462 -23%
Assenagon Asset Management
29
Assenagon Asset Management
Luxembourg
$17.5M +$13.5M +510,714 +239%
CCPM
30
Cooper Creek Partners Management
New York
$17.2M
Charles Schwab
31
Charles Schwab
California
$17.1M +$1.96M +74,136 +12%
Jane Street
32
Jane Street
New York
$17.1M +$14.9M +561,922 +386%
Deutsche Bank
33
Deutsche Bank
Germany
$16.4M +$5.44M +205,920 +44%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$15.8M +$17.3M +652,837 New
TCG
35
Tremblant Capital Group
Florida
$15.7M -$128K -4,824 -0.7%
Point72 Asset Management
36
Point72 Asset Management
Connecticut
$14.6M -$946K -35,769 -6%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$14.5M +$454K +17,175 +3%
LPAM
38
Legion Partners Asset Management
California
$14.3M
SBH
39
Segall Bryant & Hamill
Illinois
$12.1M -$5.23M -197,739 -28%
Squarepoint
40
Squarepoint
New York
$11.8M +$8.13M +307,481 +172%
CCMG
41
Clark Capital Management Group
Pennsylvania
$11.2M +$5.56M +210,304 +83%
GIM
42
Glenmede Investment Management
Pennsylvania
$11.2M +$998K +37,731 +9%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$10.2M +$10.4M +391,590 +1,256%
CSS
44
Cubist Systematic Strategies
Connecticut
$10.1M -$495K -18,712 -4%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$10.1M -$8.6M -325,164 -44%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$10M +$748K +28,275 +7%
OAM
47
Oberweis Asset Management
Illinois
$9.6M -$4.21M -159,300 -29%
SST
48
S Squared Technology
New York
$8.47M +$4.36M +165,000 +89%
DSCM
49
Divisadero Street Capital Management
Florida
$7.65M +$53.8K +2,035 +0.6%
Stifel Financial
50
Stifel Financial
Missouri
$7.38M +$7.36M +278,514 +1,050%

FIVN Hedge Fund Activity: Q3 2025 in Review

308 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q3 2025, worth a combined $2.08B — down 11% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FIVN positions and 37 closed out — a net gain of 16 holders — while 120 added to existing stakes and 86 trimmed.

The largest buyer was Voss Capital, adding an estimated $34.4M. The largest seller was Fidelity Investments, cutting an estimated $47.5M.

  • 308 institutional investors held FIVE9 (FIVN) as of Q3 2025, up from 294 in Q2 2025.
  • Funds reported $2.08B of FIVE9 stock for Q3 2025, down 11% quarter-over-quarter.
  • 53 funds opened new FIVE9 positions in Q3 2025 and 37 closed out, a net change of +16 holders.
  • The largest FIVE9 buyer in Q3 2025 was Voss Capital, an estimated $34.4M added.
  • The largest FIVE9 seller in Q3 2025 was Fidelity Investments, an estimated $47.5M sold.

Based on aggregated 13F filings for Q3 2025.