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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: 294308 (+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: 86 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
101
Legal & General Group
United Kingdom
$1.9M -$174K -6,574 -8%
RCM
102
Radcliffe Capital Management
Pennsylvania
$1.88M +$2.05M +77,500 New
VIM
103
Villanova Investment Management
Pennsylvania
$1.88M +$2.05M +77,500 New
T. Rowe Price Associates
104
T. Rowe Price Associates
Maryland
$1.79M +$70.9K +2,681 +4%
GITFIT
105
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.79M +$159K +6,000 +9%
IMC Chicago
106
IMC Chicago
Illinois
$1.72M +$579K +21,907 +45%
LNWWM
107
Laird Norton Wetherby Wealth Management
California
$1.71M -$4.57K -173 -0.2%
HSBC Holdings
108
HSBC Holdings
United Kingdom
$1.7M -$747K -28,266 -29%
California State Teachers Retirement System (CalSTRS)
109
California State Teachers Retirement System (CalSTRS)
California
$1.67M +$106 +4 +0%
MF
110
Magnetar Financial
Illinois
$1.66M +$1.48M +55,844 +437%
Two Sigma Advisers
111
Two Sigma Advisers
New York
$1.64M +$1.79M +67,800 New
AIC
112
Aurora Investment Counsel
Georgia
$1.61M +$1.76M +66,627 New
DFCM
113
Dark Forest Capital Management
Puerto Rico
$1.58M +$1.48M +56,097 +621%
SG Americas Securities
114
SG Americas Securities
New York
$1.57M +$958K +36,225 +126%
GCM
115
Graham Capital Management
Connecticut
$1.57M -$1.24M -46,892 -42%
JP Morgan Chase
116
JP Morgan Chase
New York
$1.53M -$103K -3,902 -6%
JCIA
117
Jackson Creek Investment Advisors
Colorado
$1.49M +$392K +14,829 +32%
Prudential Financial
118
Prudential Financial
New Jersey
$1.42M -$1.74M -65,960 -53%
Massachusetts Financial Services
119
Massachusetts Financial Services
Massachusetts
$1.41M +$101K +3,834 +7%
Franklin Resources
120
Franklin Resources
California
$1.34M +$190K +7,199 +15%
Citigroup
121
Citigroup
New York
$1.32M -$1.4M -53,108 -49%
HCM
122
Harvey Capital Management
Florida
$1.32M +$272K +10,275 +23%
ZIM
123
Zacks Investment Management
Illinois
$1.24M -$1.3K -49 -0.1%
VI
124
Vestcor Inc
New Brunswick, Canada
$1.21M
XT
125
XTX Topco
Cayman Islands
$1.21M +$1.32M +49,887 New

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.