301 hedge funds and large institutions have $2.16B invested in FIVE9 in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 125 increasing their positions, 77 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0.64% less ownership

Funds ownership: 105.37%104.73% (-0.64%)

33% less capital invested

Capital invested by funds: $3.22B → $2.16B (-$1.07B)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
301
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$114M
Puts
$52M
Net Calls
Net Calls Change

Top Sellers

1 -$85.8M
2 -$39.3M
3 -$36.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$26.9M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
76
Wilmington Savings Fund Society
Delaware
$3.93M
CSS
77
Cubist Systematic Strategies
Connecticut
$3.92M
EGM
78
Engineers Gate Manager
New York
$3.82M
PCM
79
Portolan Capital Management
Massachusetts
$3.75M
Nordea Investment Management
80
Nordea Investment Management
Sweden
$3.69M
Canada Life
81
Canada Life
Manitoba, Canada
$3.64M
Capital Fund Management (CFM)
82
Capital Fund Management (CFM)
France
$3.58M
Russell Investments Group
83
Russell Investments Group
United Kingdom
$3.56M
JF
84
Jump Financial
Illinois
$3.23M
CG
85
Circumference Group
Arkansas
$3.12M
CCIA
86
Campbell & Co Investment Adviser
Maryland
$3.09M
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$3.05M
Two Sigma Advisers
88
Two Sigma Advisers
New York
$3.03M
LK
89
Lumbard & Kellner
New Hampshire
$3.02M
GCM
90
Graham Capital Management
Connecticut
$2.79M
GIM
91
Granahan Investment Management
Massachusetts
$2.79M
BAM
92
Bullseye Asset Management
Colorado
$2.78M
HSBC Holdings
93
HSBC Holdings
United Kingdom
$2.65M
PC
94
Pier Capital
Connecticut
$2.65M
Verition Fund Management
95
Verition Fund Management
Connecticut
$2.51M
Invesco
96
Invesco
Georgia
$2.51M
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$2.43M
AllianceBernstein
98
AllianceBernstein
Tennessee
$2.39M
California Public Employees Retirement System
99
California Public Employees Retirement System
California
$2.37M
DIA
100
Dana Investment Advisors
Wisconsin
$2.35M