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

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:

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
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
Canada Pension Plan Investment Board
126
Canada Pension Plan Investment Board
Ontario, Canada
$698K
Stifel Financial
127
Stifel Financial
Missouri
$690K
Citigroup
128
Citigroup
New York
$656K
WAM
129
Wakefield Asset Management
Colorado
$653K
VIM
130
Vinva Investment Management
Australia
$650K
Janus Henderson Group
131
Janus Henderson Group
United Kingdom
$630K
ASC
132
Ares Systematic Credit
$627K
HCA
133
Harbor Capital Advisors
Illinois
$615K
MFS
134
Mirabella Financial Services
United Kingdom
$611K
State of Wisconsin Investment Board
135
State of Wisconsin Investment Board
Wisconsin
$601K
CPCM
136
Cardinal Point Capital Management
Ontario, Canada
$585K
CM
137
Caption Management
Oklahoma
$583K
Cetera Investment Advisers
138
Cetera Investment Advisers
Illinois
$572K
IIM
139
INTECH Investment Management
Florida
$570K
Walleye Trading
140
Walleye Trading
New York
$565K
IMC Chicago
141
IMC Chicago
Illinois
$560K
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$545K
Universal-Beteiligungs- und Servicegesellschaft
143
Universal-Beteiligungs- und Servicegesellschaft
Germany
$529K
EC
144
EntryPoint Capital
New York
$513K
Amundi
145
Amundi
France
$507K
PWM
146
Prosperity Wealth Management
California
$501K
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$500K
LSA
148
Leonteq Securities AG
Switzerland
$482K
American Century Companies
149
American Century Companies
Missouri
$467K
ProShare Advisors
150
ProShare Advisors
Maryland
$464K