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291 hedge funds and large institutions have $1.23B invested in FIVE9 in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 86 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

455% more call options, than puts

Call options by funds: $108M | Put options by funds: $19.5M

34% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 86

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

22% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 45

4.38% more ownership

Funds ownership: 101.43%105.81% (+4.4%)

1% more funds holding

Funds holding: 287291 (+4)

23% less capital invested

Capital invested by funds: $1.59B → $1.23B (-$365M)

Holders
291
Holders Change
+4
Holders Change %
+1.39%
% of All Funds
3.58%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
55
Increased
115
Reduced
86
Closed
45
Calls
$108M
Puts
$19.5M
Net Calls
+$88.8M
Net Calls Change
+$50M
Name Holding Trade Value Shares
Change
Change in
Stake
OBAM
76
ODDO BHF Asset Management
France
$2.43M
OPFM
77
Optimus Prime Fund Management
Cayman Islands
$2.34M
LPL Financial
78
LPL Financial
California
$2.34M +$796K +45,780 +42%
Nordea Investment Management
79
Nordea Investment Management
Sweden
$2.33M -$181K -10,415 -6%
Mackenzie Financial
80
Mackenzie Financial
Ontario, Canada
$2.15M +$1.41M +80,870 +134%
MCM
81
Militia Capital Management
Texas
$2.12M +$2.43M +139,929 New
Swiss National Bank
82
Swiss National Bank
Switzerland
$2.11M +$34.8K +2,000 +1%
NIMC
83
Nierenberg Investment Management Company
Washington
$2.06M +$2.36M +135,810 New
SG Americas Securities
84
SG Americas Securities
New York
$1.88M -$499K -28,682 -19%
DFCM
85
Dark Forest Capital Management
Puerto Rico
$1.82M +$2.08M +119,732 New
AI
86
Atom Investors
Texas
$1.8M -$280K -16,091 -12%
XT
87
XTX Topco
Cayman Islands
$1.78M +$1.06M +60,858 +108%
VGA
88
Vanguard Global Advisers
Pennsylvania
$1.78M +$2.04M +117,252 New
QCM
89
Quantinno Capital Management
New York
$1.77M +$1.78M +102,626 +744%
SBH
90
Segall Bryant & Hamill
Illinois
$1.67M +$452K +25,983 +31%
GCP
91
GSA Capital Partners
United Kingdom
$1.61M +$1.53M +88,125 +485%
PMAM
92
Picton Mahoney Asset Management
Ontario, Canada
$1.56M -$1.04M -59,679 -37%
RhumbLine Advisers
93
RhumbLine Advisers
Massachusetts
$1.52M +$23.6K +1,357 +1%
RCG
94
Rock Creek Group
District of Columbia
$1.52M +$1.61M +92,500 +1,233%
Russell Investments Group
95
Russell Investments Group
United Kingdom
$1.46M +$1.51M +86,654 +814%
Man Group
96
Man Group
United Kingdom
$1.46M +$972K +55,914 +139%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$1.43M +$1.16M +66,791 +246%
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$1.43M +$217K +12,511 +15%
BHCM
99
Brevan Howard Capital Management
Jersey
$1.4M +$616K +35,465 +63%
VIM
100
Villanova Investment Management
Pennsylvania
$1.38M -$594K -34,196 -27%