We are live on ! Find out more

287 hedge funds and large institutions have $1.59B invested in FIVE9 in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 107 increasing their positions, 93 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $143M | Put options by funds: $105M

15% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 93

7% less funds holding

Funds holding: 308287 (-21)

9.53% less ownership

Funds ownership: 110.96%101.43% (-9.5%)

18% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 66

23% less capital invested

Capital invested by funds: $2.08B → $1.59B (-$482M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
287
Holders Change
-21
Holders Change %
-6.82%
% of All Funds
3.49%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
54
Increased
107
Reduced
93
Closed
66
Calls
$143M
Puts
$105M
Net Calls
+$38.8M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$13.7M -$68.7M -3,237,281 -83%
Barclays
27
Barclays
United Kingdom
$13.4M -$2.5M -117,777 -15%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$13.2M +$5M +235,409 +56%
Charles Schwab
29
Charles Schwab
California
$13.1M -$1.21M -56,908 -8%
GS
30
Gagnon Securities
New York
$12.5M +$6.93M +326,323 +109%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$12.3M +$4.23M +199,441 +48%
LPAM
32
Legion Partners Asset Management
California
$11.9M
Two Sigma Investments
33
Two Sigma Investments
New York
$10.8M +$5.77M +272,014 +102%
CCMG
34
Clark Capital Management Group
Pennsylvania
$10.3M +$1.02M +48,199 +10%
Tudor Investment Corp
35
Tudor Investment Corp
Connecticut
$9.87M +$10.4M +492,210 New
Bank of New York Mellon
36
Bank of New York Mellon
New York
$9.3M +$1.03M +48,692 +12%
BA
37
Bridgewater Associates
Connecticut
$9.18M +$3.75M +176,628 +63%
Deutsche Bank
38
Deutsche Bank
Germany
$9.04M -$4.82M -227,004 -33%
N
39
Nuveen
North Carolina
$8.9M -$7.78M -366,567 -45%
AQR Capital Management
40
AQR Capital Management
Connecticut
$8.68M +$6.84M +322,132 +289%
SST
41
S Squared Technology
New York
$8.63M +$1.7M +80,195 +23%
GT
42
Glenmede Trust
Pennsylvania
$8.54M +$9.04M +425,698 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$8.03M -$4.18M -196,727 -33%
First Eagle Investment Management
44
First Eagle Investment Management
New York
$7.28M +$1.43M +67,500 +23%
HIM
45
Herald Investment Management
United Kingdom
$7.25M +$1.7M +80,000 +28%
GA
46
Gagnon Advisors
New York
$6.74M +$3.58M +168,891 +101%
Balyasny Asset Management
47
Balyasny Asset Management
Illinois
$5.99M -$7.52M -354,300 -54%
AG
48
Algert Global
California
$5.59M +$5.92M +278,700 New
Millennium Management
49
Millennium Management
New York
$5.38M +$3.14M +147,713 +122%
ICM
50
Invenomic Capital Management
Massachusetts
$5.34M +$5.65M +266,252 New