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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
GS
51
Gagnon Securities
New York
$7.25M -$2.86M -108,049 -27%
KFO
52
Kopp Family Office
Minnesota
$7.23M
First Eagle Investment Management
53
First Eagle Investment Management
New York
$7.15M +$7.81M +295,500 New
Citadel Advisors
54
Citadel Advisors
Florida
$6.87M -$7.29M -275,881 -49%
HIM
55
Herald Investment Management
United Kingdom
$6.83M +$529K +20,000 +8%
BA
56
Bridgewater Associates
Connecticut
$6.8M +$7.43M +281,193 New
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$6.57M -$2.12M -80,142 -23%
Two Sigma Investments
58
Two Sigma Investments
New York
$6.46M +$5.59M +211,452 +381%
RA
59
Royce & Associates
New York
$6.25M -$2.48M -93,900 -27%
NCL
60
Nishkama Capital LLC
Puerto Rico
$5.83M -$7.43M -281,096 -54%
Mirae Asset Global ETFs Holdings
61
Mirae Asset Global ETFs Holdings
Hong Kong
$5.83M -$720K -27,212 -10%
Capital Fund Management (CFM)
62
Capital Fund Management (CFM)
France
$5.7M +$4.51M +170,396 +262%
IECM
63
Intrinsic Edge Capital Management
Illinois
$5.45M +$5.96M +225,231 New
Connor, Clark & Lunn Investment Management (CC&L)
64
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.15M -$6.07M -229,397 -52%
SCA
65
Summit Creek Advisors
Minnesota
$4.66M -$387K -14,650 -7%
Nordea Investment Management
66
Nordea Investment Management
Sweden
$4.66M +$1.4M +52,791 +39%
NC
67
Nicholas Company
Wisconsin
$4.55M +$919K +34,745 +23%
AllianceBernstein
68
AllianceBernstein
Tennessee
$4.39M +$458K +17,325 +11%
Canada Life
69
Canada Life
Manitoba, Canada
$4.16M +$896K +33,898 +26%
GA
70
Gagnon Advisors
New York
$4.05M
Principal Financial Group
71
Principal Financial Group
Iowa
$4M +$4.38M +165,482 New
OBAM
72
ODDO BHF Asset Management
France
$3.87M
PAWC
73
P.A.W. Capital
Connecticut
$3.87M +$1.59M +60,000 +60%
OPFM
74
Optimus Prime Fund Management
Cayman Islands
$3.74M
AI
75
Atom Investors
Texas
$3.64M +$3.98M +150,603 New

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.