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295 hedge funds and large institutions have $3.22B invested in FIVE9 in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 98 increasing their positions, 93 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more call options, than puts

Call options by funds: $177M | Put options by funds: $28.8M

58% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 48

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

38% more capital invested

Capital invested by funds: $2.33B → $3.22B (+$889M)

10% more funds holding

Funds holding: 269295 (+26)

5% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 93

3.12% less ownership

Funds ownership: 108.51%105.39% (-3.1%)

Holders
295
Holders Change
+26
Holders Change %
+9.67%
% of All Funds
3.89%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.14%
New
76
Increased
98
Reduced
93
Closed
48
Calls
$177M
Puts
$28.8M
Net Calls
+$149M
Net Calls Change
+$45.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PD
151
Point72 (DIFC)
United Arab Emirates
$582K +$517K +14,330 New
Manulife (Manufacturers Life Insurance)
152
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$575K -$42.5K -1,177 -8%
M&T Bank
153
M&T Bank
New York
$553K +$491K +13,609 New
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$545K +$181K +5,032 +60%
O
155
Ossiam
France
$541K
D.E. Shaw & Co
156
D.E. Shaw & Co
New York
$536K -$541K -14,991 -53%
PHK
157
Point72 Hong Kong
Hong Kong
$504K -$404K -11,193 -47%
DWM
158
Dorchester Wealth Management
Quebec, Canada
$493K +$40.6K +1,125 +10%
DB
159
Danske Bank
Denmark
$491K +$389K +10,791 +830%
SSA
160
Schonfeld Strategic Advisors
New York
$459K -$2.31M -64,061 -85%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$451K +$400K +11,101 New
SG Americas Securities
162
SG Americas Securities
New York
$448K -$1.4M -38,699 -78%
AAS
163
Ameritas Advisory Services
Nebraska
$447K +$114K +3,173 +41%
SA
164
Sanctuary Advisors
Indiana
$445K +$211K +5,853 +116%
SF
165
Synovus Financial
Georgia
$441K -$87.1K -2,416 -18%
ADIM
166
Alpha DNA Investment Management
Maryland
$441K +$391K +10,844 New
CL
167
Choreo LLC
Illinois
$408K +$361K +10,015 New
Mirae Asset Global Investments
168
Mirae Asset Global Investments
South Korea
$406K -$160K -4,437 -31%
Marshall Wace
169
Marshall Wace
United Kingdom
$402K +$357K +9,900 New
Cambridge Investment Research Advisors
170
Cambridge Investment Research Advisors
Iowa
$399K +$23.7K +656 +7%
Creative Planning
171
Creative Planning
Kansas
$395K +$350K +9,709 New
X
172
Xponance
Pennsylvania
$383K +$19.4K +539 +6%
Victory Capital Management
173
Victory Capital Management
Texas
$372K -$5.19K -144 -2%
Canada Pension Plan Investment Board
174
Canada Pension Plan Investment Board
Ontario, Canada
$366K +$86.6K +2,400 +36%
Man Group
175
Man Group
United Kingdom
$354K +$314K +8,700 New

FIVN Hedge Fund Activity: Q4 2024 in Review

295 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q4 2024, worth a combined $3.22B — up 38% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new FIVN positions and 48 closed out — a net gain of 28 holders — while 98 added to existing stakes and 93 trimmed.

The largest buyer was Norges Bank, adding an estimated $70.4M. The largest seller was Fidelity Investments, cutting an estimated $76.4M.

  • 295 institutional investors held FIVE9 (FIVN) as of Q4 2024, up from 269 in Q3 2024.
  • Funds reported $3.22B of FIVE9 stock for Q4 2024, up 38% quarter-over-quarter.
  • 76 funds opened new FIVE9 positions in Q4 2024 and 48 closed out, a net change of +28 holders.
  • The largest FIVE9 buyer in Q4 2024 was Norges Bank, an estimated $70.4M added.
  • The largest FIVE9 seller in Q4 2024 was Fidelity Investments, an estimated $76.4M sold.

Based on aggregated 13F filings for Q4 2024.