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294 hedge funds and large institutions have $2.33B invested in FIVE9 in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 96 increasing their positions, 108 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $158M | Put options by funds: $117M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

6.54% more ownership

Funds ownership: 108.73%115.27% (+6.5%)

4% more capital invested

Capital invested by funds: $2.24B → $2.33B (+$90.4M)

4% less funds holding

Funds holding: 306294 (-12)

11% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 108

14% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 65

Holders
294
Holders Change
-12
Holders Change %
-3.92%
% of All Funds
3.87%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
56
Increased
96
Reduced
108
Closed
65
Calls
$158M
Puts
$117M
Net Calls
+$40.7M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
76
Jane Street
New York
$3.85M -$356K -13,678 -9%
WSFS
77
Wilmington Savings Fund Society
Delaware
$3.83M -$1.93K -74 -0.1%
Nordea Investment Management
78
Nordea Investment Management
Sweden
$3.72M +$6.61K +254 +0.2%
ECM
79
ExodusPoint Capital Management
New York
$3.7M +$3.24M +124,634 +822%
Swiss National Bank
80
Swiss National Bank
Switzerland
$3.66M -$195K -7,500 -5%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$3.53M +$3.47M +133,420 New
Canada Life
82
Canada Life
Manitoba, Canada
$3.43M -$120K -4,615 -3%
Prudential Financial
83
Prudential Financial
New Jersey
$3.3M -$17.1M -655,665 -84%
California Public Employees Retirement System
84
California Public Employees Retirement System
California
$3.22M +$895K +34,375 +39%
Wells Fargo
85
Wells Fargo
California
$3.22M +$1.36M +52,313 +76%
CG
86
Circumference Group
Arkansas
$3.18M +$130K +5,000 +4%
DIA
87
Dana Investment Advisors
Wisconsin
$3.11M +$809K +31,100 +36%
TI
88
Trexquant Investment
Connecticut
$3.11M -$2.39M -91,744 -44%
RhumbLine Advisers
89
RhumbLine Advisers
Massachusetts
$3.09M +$868K +33,369 +40%
GCM
90
Graham Capital Management
Connecticut
$2.96M +$232K +8,899 +9%
Citigroup
91
Citigroup
New York
$2.85M +$1.74M +66,787 +163%
BAM
92
Bullseye Asset Management
Colorado
$2.71M
ADEF
93
ABS Direct Equity Fund
Connecticut
$2.65M +$2.6M +100,000 New
PAWC
94
P.A.W. Capital
Connecticut
$2.65M +$2.6M +100,000 New
HSBC Holdings
95
HSBC Holdings
United Kingdom
$2.63M +$26.6K +1,024 +1%
LK
96
Lumbard & Kellner
New Hampshire
$2.45M -$487K -18,702 -17%
Acadian Asset Management
97
Acadian Asset Management
Massachusetts
$2.41M +$1.38M +53,161 +140%
Invesco
98
Invesco
Georgia
$2.34M -$99.9K -3,838 -4%
D.E. Shaw & Co
99
D.E. Shaw & Co
New York
$2.33M +$1M +38,522 +78%
Legal & General Group
100
Legal & General Group
United Kingdom
$2.26M +$97.8K +3,759 +5%

FIVN Hedge Fund Activity: Q2 2025 in Review

294 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q2 2025, worth a combined $2.33B — up 4% from $2.24B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of FIVN and 56 opened new positions — a net loss of 9 holders — while 108 trimmed existing stakes and 96 added.

The largest buyer was Fidelity International, opening a new position worth an estimated $66.9M. The largest seller was Norges Bank, cutting an estimated $39.7M.

  • 294 institutional investors held FIVE9 (FIVN) as of Q2 2025, down from 306 in Q1 2025.
  • Funds reported $2.33B of FIVE9 stock for Q2 2025, up 4% quarter-over-quarter.
  • 56 funds opened new FIVE9 positions in Q2 2025 and 65 closed out, a net change of -9 holders.
  • The largest FIVE9 buyer in Q2 2025 was Fidelity International, an estimated $66.9M added.
  • The largest FIVE9 seller in Q2 2025 was Norges Bank, an estimated $39.7M sold.

Based on aggregated 13F filings for Q2 2025.