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FIVE9
FIVN

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: 295 → 306 (+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: 11 → 6 (-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

Top Buyers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
+$73.2M
2
VC
Voss Capital
Texas
+$38.3M
3
Norges Bank
Norges Bank
Norway
+$36.7M
4
Prudential Financial
Prudential Financial
New Jersey
+$28.6M
5
Millennium Management
Millennium Management
New York
+$28.1M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$116M
2
SC
Sylebra Capital
California
-$53.1M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$49.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$36.3M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
-$32.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
76
Swiss National Bank
Switzerland
$3.96M -$44K -1,200 -0.8%
WSFS
77
Wilmington Savings Fund Society
Delaware
$3.93M -$183 -5 -0%
CSS
78
Cubist Systematic Strategies
Connecticut
$3.92M +$11.6K +315 +0.2%
EGM
79
Engineers Gate Manager
New York
$3.82M +$4.35M +118,728 +540%
PCM
80
Portolan Capital Management
Massachusetts
$3.75M +$5.07M +138,255 New
Nordea Investment Management
81
Nordea Investment Management
Sweden
$3.69M +$61K +1,664 +1%
Canada Life
82
Canada Life
Manitoba, Canada
$3.64M +$72K +1,963 +1%
Capital Fund Management (CFM)
83
Capital Fund Management (CFM)
France
$3.58M -$2.51M -68,314 -34%
Russell Investments Group
84
Russell Investments Group
United Kingdom
$3.56M +$3.75M +102,338 +358%
JF
85
Jump Financial
Illinois
$3.23M +$4.37M +119,102 New
CG
86
Circumference Group
Arkansas
$3.12M – – –
CCIA
87
Campbell & Co Investment Adviser
Maryland
$3.09M +$4.17M +113,783 New
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$3.05M +$1.82M +49,609 +79%
Two Sigma Advisers
89
Two Sigma Advisers
New York
$3.03M -$196K -5,355 -5%
LK
90
Lumbard & Kellner
New Hampshire
$3.02M +$4.08M +111,369 New
GCM
91
Graham Capital Management
Connecticut
$2.79M +$2.1M +57,261 +125%
GIM
92
Granahan Investment Management
Massachusetts
$2.79M -$2.24M -60,975 -37%
BAM
93
Bullseye Asset Management
Colorado
$2.78M – – –
HSBC Holdings
94
HSBC Holdings
United Kingdom
$2.65M +$1.11M +30,242 +45%
PC
95
Pier Capital
Connecticut
$2.65M +$3.57M +97,363 +45,926%
Verition Fund Management
96
Verition Fund Management
Connecticut
$2.51M +$78.4K +2,139 +2%
Invesco
97
Invesco
Georgia
$2.51M +$468K +12,768 +16%
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$2.43M +$606K +16,524 +23%
AllianceBernstein
99
AllianceBernstein
Tennessee
$2.39M +$1.53M +41,666 +90%
California Public Employees Retirement System
100
California Public Employees Retirement System
California
$2.37M -$355K -9,669 -10%
2 3
4
5 6

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.