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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
Parallax Volatility Advisers
126
Parallax Volatility Advisers
California
$1.33M +$1.79M +48,822 New
Envestnet Asset Management
127
Envestnet Asset Management
Illinois
$1.32M +$633K +17,264 +55%
State of New Jersey Common Pension Fund D
128
State of New Jersey Common Pension Fund D
New Jersey
$1.26M -$345K -9,397 -17%
QOP
129
Quinn Opportunity Partners
Virginia
$1.25M -$404K -11,004 -19%
Man Group
130
Man Group
United Kingdom
$1.23M +$1.35M +36,764 +423%
Calamos Advisors
131
Calamos Advisors
Illinois
$1.2M +$1.62M +44,218 New
JP Morgan Chase
132
JP Morgan Chase
New York
$1.17M -$1.33M -36,260 -46%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$1.13M +$626K +17,082 +70%
JFG
134
Jefferies Financial Group
New York
$1.12M +$561K +15,300 +59%
Citigroup
135
Citigroup
New York
$1.11M +$644K +17,560 +75%
BCM
136
Bayesian Capital Management
New York
$1.11M +$1.5M +40,900 New
IMC Chicago
137
IMC Chicago
Illinois
$1.1M +$1.48M +40,350 New
Comerica Bank
138
Comerica Bank
Texas
$1.04M -$93.7K -2,555 -6%
Acadian Asset Management
139
Acadian Asset Management
Massachusetts
$1.03M +$1.39M +38,005 New
Amundi
140
Amundi
France
$1.02M +$113K +3,079 +8%
DFCM
141
Dark Forest Capital Management
Puerto Rico
$994K +$1.34M +36,612 New
PSC
142
Prentiss Smith & Co
Vermont
$971K +$13.9K +378 +1%
WAM
143
Wakefield Asset Management
Colorado
$939K +$1.27M +34,582 New
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$933K -$37.4K -1,019 -3%
Treasurer of the State of North Carolina
145
Treasurer of the State of North Carolina
North Carolina
$921K +$48.8K +1,330 +4%
Janus Henderson Group
146
Janus Henderson Group
United Kingdom
$872K
MCP
147
Mirador Capital Partners
California
$872K +$161K +4,399 +16%
VOYA Investment Management
148
VOYA Investment Management
Georgia
$863K -$42.1K -1,147 -3%
JG
149
Jain Global
New York
$799K +$805K +21,940 +293%
BHCM
150
Brevan Howard Capital Management
Jersey
$798K -$124K -3,388 -10%

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.