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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
DSCM
51
Divisadero Street Capital Management
Florida
$9.32M +$8.92M +243,154 +243%
GT
52
Glenmede Trust
Pennsylvania
$9.05M -$460K -12,540 -4%
KFO
53
Kopp Family Office
Minnesota
$9.02M
N
54
Nuveen
North Carolina
$9.01M +$7.16M +195,150 +143%
Connor, Clark & Lunn Investment Management (CC&L)
55
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9M -$247K -6,730 -2%
Aberdeen Group
56
Aberdeen Group
United Kingdom
$7.83M +$473K +12,893 +5%
Two Sigma Investments
57
Two Sigma Investments
New York
$7.79M -$699K -19,061 -6%
Goldman Sachs
58
Goldman Sachs
New York
$7.78M -$1.91M -52,164 -15%
Arrowstreet Capital
59
Arrowstreet Capital
Massachusetts
$7.65M +$10.3M +281,816 New
ZIM
60
Zacks Investment Management
Illinois
$6.48M +$2.04M +55,723 +30%
PCA
61
Prospect Capital Advisors
California
$6.34M +$1.68M +45,850 +24%
CCMG
62
Clark Capital Management Group
Pennsylvania
$6.29M +$8.49M +231,618 New
SCA
63
Summit Creek Advisors
Minnesota
$5.88M -$9.83K -268 -0.1%
HIM
64
Herald Investment Management
United Kingdom
$5.71M +$1.67M +45,600 +28%
Mirae Asset Global ETFs Holdings
65
Mirae Asset Global ETFs Holdings
Hong Kong
$5.69M +$39.2K +1,070 +0.5%
TI
66
Trexquant Investment
Connecticut
$5.68M +$1.94M +52,878 +34%
WCA
67
Whetstone Capital Advisors
Kansas
$5.49M +$7.41M +202,178 New
Citadel Advisors
68
Citadel Advisors
Florida
$5.3M -$36.3M -989,614 -84%
SFI
69
Susquehanna Fundamental Investments
Pennsylvania
$5.03M
GA
70
Gagnon Advisors
New York
$4.54M
OBAM
71
ODDO BHF Asset Management
France
$4.34M
Jane Street
72
Jane Street
New York
$4.32M -$3.49M -95,226 -37%
OPFM
73
Optimus Prime Fund Management
Cayman Islands
$4.19M
NC
74
Nicholas Company
Wisconsin
$4.16M +$423K +11,533 +8%
Squarepoint
75
Squarepoint
New York
$4.15M +$5.37M +146,340 +2,294%

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.