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287 hedge funds and large institutions have $1.59B invested in FIVE9 in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 107 increasing their positions, 93 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $143M | Put options by funds: $105M

15% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 93

7% less funds holding

Funds holding: 308287 (-21)

9.53% less ownership

Funds ownership: 110.96%101.43% (-9.5%)

18% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 66

23% less capital invested

Capital invested by funds: $2.08B → $1.59B (-$482M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
287
Holders Change
-21
Holders Change %
-6.82%
% of All Funds
3.49%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
54
Increased
107
Reduced
93
Closed
66
Calls
$143M
Puts
$105M
Net Calls
+$38.8M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Pension Plan Investment Board
126
Canada Pension Plan Investment Board
Ontario, Canada
$698K +$609K +28,700 +470%
Stifel Financial
127
Stifel Financial
Missouri
$690K -$5.74M -270,590 -89%
Citigroup
128
Citigroup
New York
$656K -$466K -21,942 -40%
WAM
129
Wakefield Asset Management
Colorado
$653K -$6.6K -311 -0.9%
VIM
130
Vinva Investment Management
Australia
$650K +$106K +4,998 +30%
Janus Henderson Group
131
Janus Henderson Group
United Kingdom
$630K
ASC
132
Ares Systematic Credit
$627K +$664K +31,262 New
HCA
133
Harbor Capital Advisors
Illinois
$615K +$170K +8,002 +35%
MFS
134
Mirabella Financial Services
United Kingdom
$611K +$647K +30,474 New
State of Wisconsin Investment Board
135
State of Wisconsin Investment Board
Wisconsin
$601K -$363K -17,093 -36%
CPCM
136
Cardinal Point Capital Management
Ontario, Canada
$585K -$210K -9,900 -25%
CM
137
Caption Management
Oklahoma
$583K -$170K -8,026 -22%
Cetera Investment Advisers
138
Cetera Investment Advisers
Illinois
$572K +$82.3K +3,876 +16%
IIM
139
INTECH Investment Management
Florida
$570K -$54.5K -2,568 -8%
Walleye Trading
140
Walleye Trading
New York
$565K +$598K +28,181 New
IMC Chicago
141
IMC Chicago
Illinois
$560K -$912K -42,949 -61%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$545K +$510K +24,013 +755%
Universal-Beteiligungs- und Servicegesellschaft
143
Universal-Beteiligungs- und Servicegesellschaft
Germany
$529K +$367K +17,294 +189%
EC
144
EntryPoint Capital
New York
$513K +$543K +25,585 New
Amundi
145
Amundi
France
$507K -$76.6K -3,607 -12%
PWM
146
Prosperity Wealth Management
California
$501K +$531K +25,000 New
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$500K -$202K -9,503 -28%
LSA
148
Leonteq Securities AG
Switzerland
$482K +$162K +7,624 +46%
American Century Companies
149
American Century Companies
Missouri
$467K +$15.2K +714 +3%
ProShare Advisors
150
ProShare Advisors
Maryland
$464K -$365K -17,200 -43%