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
New York State Common Retirement Fund
101
New York State Common Retirement Fund
New York
$2.34M
RhumbLine Advisers
102
RhumbLine Advisers
Massachusetts
$2.26M
Legal & General Group
103
Legal & General Group
United Kingdom
$2.21M
MF
104
Magnetar Financial
Illinois
$2.2M
Balyasny Asset Management
105
Balyasny Asset Management
Illinois
$2.18M
BMSSC
106
B. Metzler seel. Sohn & Co
Germany
$2.18M
2C
107
272 Capital
Texas
$2.17M
OC
108
Oppenheimer & Co
New York
$2.07M
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$2.04M
PHK
110
Point72 Hong Kong
Hong Kong
$1.89M
ARC
111
Advisor Resource Council
Texas
$1.88M
Wells Fargo
112
Wells Fargo
California
$1.88M
California State Teachers Retirement System (CalSTRS)
113
California State Teachers Retirement System (CalSTRS)
California
$1.86M
ACM
114
Aquatic Capital Management
Illinois
$1.73M
T. Rowe Price Associates
115
T. Rowe Price Associates
Maryland
$1.6M
HCM
116
Harvey Capital Management
Florida
$1.55M
GITFIT
117
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.52M
Franklin Resources
118
Franklin Resources
California
$1.5M
Luther King Capital Management (LKCM)
119
Luther King Capital Management (LKCM)
Texas
$1.48M
CC
120
Centiva Capital
New York
$1.42M
LAM
121
LECAP Asset Management
United Kingdom
$1.4M
SEI Investments
122
SEI Investments
Pennsylvania
$1.38M
VI
123
Vestcor Inc
New Brunswick, Canada
$1.36M
D.E. Shaw & Co
124
D.E. Shaw & Co
New York
$1.34M
Parallax Volatility Advisers
125
Parallax Volatility Advisers
California
$1.33M