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FIVE9
FIVN

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: 294 → 308 (+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: 8 → 6 (-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

Top Buyers

Rank Fund Capital Flow
1
VC
Voss Capital
Texas
+$34.4M
2
AFM
Anson Funds Management
Texas
+$20.1M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$17.3M
4
Goldman Sachs
Goldman Sachs
New York
+$16.2M
5
Jane Street
Jane Street
New York
+$14.9M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$47.5M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$44.7M
3
UBS Group
UBS Group
Switzerland
-$28.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$15.1M
5
WCM Investment Management
WCM Investment Management
California
-$14.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
ADEF
76
ABS Direct Equity Fund
Connecticut
$3.63M +$1.32M +50,000 +50%
Swiss National Bank
77
Swiss National Bank
Switzerland
$3.4M +$58.2K +2,200 +2%
DIA
78
Dana Investment Advisors
Wisconsin
$3.09M +$261K +9,888 +8%
CCIA
79
Campbell & Co Investment Adviser
Maryland
$2.97M +$1.74M +65,752 +115%
Millennium Management
80
Millennium Management
New York
$2.92M -$4.28M -161,992 -57%
Wells Fargo
81
Wells Fargo
California
$2.89M -$56.5K -2,137 -2%
Invesco
82
Invesco
Georgia
$2.79M +$709K +26,829 +30%
BHCM
83
Brevan Howard Capital Management
Jersey
$2.73M +$1.37M +51,737 +85%
D.E. Shaw & Co
84
D.E. Shaw & Co
New York
$2.73M +$660K +24,956 +28%
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$2.73M -$102K -3,850 -3%
AQR Capital Management
86
AQR Capital Management
Connecticut
$2.7M +$800K +30,261 +37%
SPS
87
Susquehanna Portfolio Strategies
Pennsylvania
$2.69M +$2.94M +111,175 New
WAM
88
Weiss Asset Management
Massachusetts
$2.6M +$2.85M +107,638 New
BAM
89
Bullseye Asset Management
Colorado
$2.48M – – –
Verition Fund Management
90
Verition Fund Management
Connecticut
$2.45M -$3.36M -127,041 -56%
RCG
91
Rock Creek Group
District of Columbia
$2.42M +$661K +25,000 +33%
CG
92
Circumference Group
Arkansas
$2.41M -$542K -20,500 -17%
PCA
93
Prospect Capital Advisors
California
$2.4M -$2.05M -77,500 -44%
New York State Common Retirement Fund
94
New York State Common Retirement Fund
New York
$2.32M +$472K +17,869 +23%
Holocene Advisors
95
Holocene Advisors
New York
$2.15M +$1.06M +39,971 +82%
LK
96
Lumbard & Kellner
New Hampshire
$2.13M -$122K -4,621 -5%
YIH
97
Y-Intercept (HK)
Hong Kong
$2.08M +$2.27M +85,957 New
State of New Jersey Common Pension Fund D
98
State of New Jersey Common Pension Fund D
New Jersey
$2.02M +$358K +13,521 +19%
LPL Financial
99
LPL Financial
California
$2M +$1.62M +61,095 +283%
EGM
100
Engineers Gate Manager
New York
$1.99M -$3.1M -117,273 -59%
2 3
4
5 6

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.