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295 hedge funds and large institutions have $3.22B invested in FIVE9 in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 98 increasing their positions, 93 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more call options, than puts

Call options by funds: $177M | Put options by funds: $28.8M

58% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 48

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

38% more capital invested

Capital invested by funds: $2.33B → $3.22B (+$889M)

10% more funds holding

Funds holding: 269295 (+26)

5% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 93

3.12% less ownership

Funds ownership: 108.51%105.39% (-3.1%)

Holders
295
Holders Change
+26
Holders Change %
+9.67%
% of All Funds
3.89%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.14%
New
76
Increased
98
Reduced
93
Closed
48
Calls
$177M
Puts
$28.8M
Net Calls
+$149M
Net Calls Change
+$45.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
101
HSBC Holdings
United Kingdom
$2.76M -$1.41M -38,977 -37%
HF
102
HRT Financial
New York
$2.75M +$2.44M +67,641 New
LNWWM
103
Laird Norton Wetherby Wealth Management
California
$2.72M -$397 -11 -0%
SLG
104
Stanley-Laman Group
Pennsylvania
$2.6M -$507K -14,057 -18%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$2.54M -$1.02M -28,180 -31%
QOP
106
Quinn Opportunity Partners
Virginia
$2.32M +$361K +10,000 +21%
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$2.26M -$117K -3,255 -6%
T. Rowe Price Associates
108
T. Rowe Price Associates
Maryland
$2.24M +$131K +3,629 +7%
VI
109
Vestcor Inc
New Brunswick, Canada
$2.03M
OC
110
Oppenheimer & Co
New York
$2M +$1.78M +49,233 New
HCM
111
Harvey Capital Management
Florida
$1.97M -$410K -11,366 -19%
AllianceBernstein
112
AllianceBernstein
Tennessee
$1.88M -$316K -8,760 -16%
GCM
113
Graham Capital Management
Connecticut
$1.86M -$285K -7,914 -15%
ACM
114
Aquatic Capital Management
Illinois
$1.8M -$913K -25,309 -36%
Axa
115
Axa
France
$1.68M -$20.3M -563,662 -93%
Comerica Bank
116
Comerica Bank
Texas
$1.66M +$1.26M +34,942 +593%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
117
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.62M +$1.44M +39,855 New
GITFIT
118
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.54M
ACM
119
Archon Capital Management
Washington
$1.54M +$1.37M +38,000 New
Amundi
120
Amundi
France
$1.45M -$64.5K -1,787 -5%
PSC
121
Prentiss Smith & Co
Vermont
$1.44M -$1.98K -55 -0.2%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$1.44M +$258K +7,140 +25%
SEI Investments
123
SEI Investments
Pennsylvania
$1.35M -$1.87M -51,854 -61%
VOYA Investment Management
124
VOYA Investment Management
Georgia
$1.34M -$43.5K -1,206 -4%
BHCM
125
Brevan Howard Capital Management
Jersey
$1.33M +$836K +23,185 +242%

FIVN Hedge Fund Activity: Q4 2024 in Review

295 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q4 2024, worth a combined $3.22B — up 38% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new FIVN positions and 48 closed out — a net gain of 28 holders — while 98 added to existing stakes and 93 trimmed.

The largest buyer was Norges Bank, adding an estimated $70.4M. The largest seller was Fidelity Investments, cutting an estimated $76.4M.

  • 295 institutional investors held FIVE9 (FIVN) as of Q4 2024, up from 269 in Q3 2024.
  • Funds reported $3.22B of FIVE9 stock for Q4 2024, up 38% quarter-over-quarter.
  • 76 funds opened new FIVE9 positions in Q4 2024 and 48 closed out, a net change of +28 holders.
  • The largest FIVE9 buyer in Q4 2024 was Norges Bank, an estimated $70.4M added.
  • The largest FIVE9 seller in Q4 2024 was Fidelity Investments, an estimated $76.4M sold.

Based on aggregated 13F filings for Q4 2024.