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
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$1.32M
State of New Jersey Common Pension Fund D
127
State of New Jersey Common Pension Fund D
New Jersey
$1.26M
QOP
128
Quinn Opportunity Partners
Virginia
$1.25M
Man Group
129
Man Group
United Kingdom
$1.23M
Calamos Advisors
130
Calamos Advisors
Illinois
$1.2M
JPMorgan Chase & Co
131
JPMorgan Chase & Co
New York
$1.17M
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$1.13M
JFG
133
Jefferies Financial Group
New York
$1.12M
Citigroup
134
Citigroup
New York
$1.11M
BCM
135
Bayesian Capital Management
New York
$1.11M
IMC Chicago
136
IMC Chicago
Illinois
$1.1M
Comerica Bank
137
Comerica Bank
Texas
$1.04M
Acadian Asset Management
138
Acadian Asset Management
Massachusetts
$1.03M
Amundi
139
Amundi
France
$1.02M
DFCM
140
Dark Forest Capital Management
Puerto Rico
$994K
PSC
141
Prentiss Smith & Co
Vermont
$971K
WAM
142
Wakefield Asset Management
Colorado
$939K
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
$933K
Treasurer of the State of North Carolina
144
Treasurer of the State of North Carolina
North Carolina
$921K
Janus Henderson Group
145
Janus Henderson Group
United Kingdom
$872K
MCP
146
Mirador Capital Partners
California
$872K
VOYA Investment Management
147
VOYA Investment Management
Georgia
$863K
JG
148
Jain Global
New York
$799K
BHCM
149
Brevan Howard Capital Management
Jersey
$798K
PFSRSONJ
150
Police & Firemen's Retirement System of New Jersey
New Jersey
$743K