300 hedge funds and large institutions have $2.07B invested in FIVE9 in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 115 increasing their positions, 85 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4.26% less ownership

Funds ownership: 115.17%110.91% (-4.3%)

11% less capital invested

Capital invested by funds: $2.33B → $2.07B (-$252M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
300
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
$163M
Puts
$83.9M
Net Calls
Net Calls Change

Top Buyers

1 +$31.5M
2 +$18.4M
3 +$15.8M
4
Goldman Sachs
Goldman Sachs
New York
+$14.9M
5
Jane Street
Jane Street
New York
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
151
Osaic Holdings
Arizona
$729K
Simplex Trading
152
Simplex Trading
Illinois
$721K
FRM
153
Fox Run Management
Connecticut
$673K
Amundi
154
Amundi
France
$668K
VIM
155
Vinva Investment Management
Australia
$650K
AIM
156
Aigen Investment Management
New York
$639K
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$597K
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$588K
QCM
159
Quantinno Capital Management
New York
$586K
BFS
160
Bradley Foster & Sargent
Connecticut
$580K
Ensign Peak Advisors
161
Ensign Peak Advisors
Utah
$567K
HCA
162
Harbor Capital Advisors
Illinois
$548K
American Century Companies
163
American Century Companies
Missouri
$547K
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$541K
BCM
165
Bayesian Capital Management
New York
$539K
Creative Planning
166
Creative Planning
Kansas
$526K
PFSRSONJ
167
Police & Firemen's Retirement System of New Jersey
New Jersey
$525K
ASRS
168
Arizona State Retirement System
Arizona
$519K
PMAM
169
Picton Mahoney Asset Management
Ontario, Canada
$499K
JF
170
Jump Financial
Illinois
$499K
State Board of Administration of Florida Retirement System
171
State Board of Administration of Florida Retirement System
Florida
$481K
WP
172
Woodline Partners
California
$481K
TC
173
TwinBeech Capital
New York
$461K
Russell Investments Group
174
Russell Investments Group
United Kingdom
$457K
Handelsbanken Fonder
175
Handelsbanken Fonder
Sweden
$455K