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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: 295306 (+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: 116 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
DIA
101
Dana Investment Advisors
Wisconsin
$2.35M +$258K +7,029 +9%
New York State Common Retirement Fund
102
New York State Common Retirement Fund
New York
$2.34M +$594K +16,209 +23%
RhumbLine Advisers
103
RhumbLine Advisers
Massachusetts
$2.26M -$227K -6,200 -7%
Legal & General Group
104
Legal & General Group
United Kingdom
$2.21M +$97.3K +2,653 +3%
MF
105
Magnetar Financial
Illinois
$2.2M +$2.97M +80,930 New
Balyasny Asset Management
106
Balyasny Asset Management
Illinois
$2.18M -$6.22M -169,547 -68%
BMSSC
107
B. Metzler seel. Sohn & Co
Germany
$2.18M
2C
108
272 Capital
Texas
$2.17M -$7.07M -192,689 -71%
OC
109
Oppenheimer & Co
New York
$2.07M +$984K +26,836 +55%
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$2.04M
PHK
111
Point72 Hong Kong
Hong Kong
$1.89M +$2.09M +57,101 +460%
ARC
112
Advisor Resource Council
Texas
$1.88M +$2.77M +75,615 New
Wells Fargo
113
Wells Fargo
California
$1.88M +$1.63M +44,507 +180%
California State Teachers Retirement System (CalSTRS)
114
California State Teachers Retirement System (CalSTRS)
California
$1.86M -$45.9K -1,253 -2%
ACM
115
Aquatic Capital Management
Illinois
$1.73M +$710K +19,373 +44%
T. Rowe Price Associates
116
T. Rowe Price Associates
Maryland
$1.6M +$141K +3,835 +7%
HCM
117
Harvey Capital Management
Florida
$1.55M +$316K +8,620 +18%
GITFIT
118
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.52M +$660K +18,000 +47%
Franklin Resources
119
Franklin Resources
California
$1.5M +$2.03M +55,413 New
Luther King Capital Management (LKCM)
120
Luther King Capital Management (LKCM)
Texas
$1.48M -$1.19M -32,500 -37%
CC
121
Centiva Capital
New York
$1.42M +$1.92M +52,372 New
LAM
122
LECAP Asset Management
United Kingdom
$1.4M +$1.89M +51,647 New
SEI Investments
123
SEI Investments
Pennsylvania
$1.38M +$647K +17,655 +53%
VI
124
Vestcor Inc
New Brunswick, Canada
$1.36M
D.E. Shaw & Co
125
D.E. Shaw & Co
New York
$1.34M +$1.32M +36,125 +274%

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.