283 hedge funds and large institutions have $1.59B invested in FIVE9 in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 106 increasing their positions, 92 reducing their positions, and 66 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:

less funds holding

Funds holding:

less ownership

Funds ownership:

21% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 66

23% less capital invested

Capital invested by funds: $2.08B → $1.59B (-$485M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
283
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$143M
Puts
$105M
Net Calls
Net Calls Change

Top Buyers

1 +$28.5M
2 +$16.7M
3 +$16.1M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$10.4M
5
Goldman Sachs
Goldman Sachs
New York
+$7.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
126
Stifel Financial
Missouri
$690K
Citigroup
127
Citigroup
New York
$656K
WAM
128
Wakefield Asset Management
Colorado
$653K
VIM
129
Vinva Investment Management
Australia
$650K
Janus Henderson Group
130
Janus Henderson Group
United Kingdom
$630K
HCA
131
Harbor Capital Advisors
Illinois
$615K
MFS
132
Mirabella Financial Services
United Kingdom
$611K
State of Wisconsin Investment Board
133
State of Wisconsin Investment Board
Wisconsin
$601K
CPCM
134
Cardinal Point Capital Management
Ontario, Canada
$585K
CM
135
Caption Management
Oklahoma
$583K
Cetera Investment Advisers
136
Cetera Investment Advisers
Illinois
$572K
IIM
137
INTECH Investment Management
Florida
$570K
Walleye Trading
138
Walleye Trading
New York
$565K
IMC Chicago
139
IMC Chicago
Illinois
$560K
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$545K
Universal-Beteiligungs- und Servicegesellschaft
141
Universal-Beteiligungs- und Servicegesellschaft
Germany
$529K
EC
142
EntryPoint Capital
New York
$513K
Amundi
143
Amundi
France
$507K
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$500K
LSA
145
Leonteq Securities AG
Switzerland
$482K
American Century Companies
146
American Century Companies
Missouri
$467K
ProShare Advisors
147
ProShare Advisors
Maryland
$464K
Parallax Volatility Advisers
148
Parallax Volatility Advisers
California
$453K
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$448K
SEI Investments
150
SEI Investments
Pennsylvania
$418K