301 hedge funds and large institutions have $2.16B invested in FIVE9 in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 125 increasing their positions, 77 reducing their positions, and 49 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:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0.64% less ownership

Funds ownership: 105.37%104.73% (-0.64%)

33% less capital invested

Capital invested by funds: $3.22B → $2.16B (-$1.07B)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
301
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
$114M
Puts
$52M
Net Calls
Net Calls Change

Top Sellers

1 -$85.8M
2 -$39.3M
3 -$36.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$26.9M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
151
Sculptor Capital
New York
$736K
Ensign Peak Advisors
152
Ensign Peak Advisors
Utah
$686K
Handelsbanken Fonder
153
Handelsbanken Fonder
Sweden
$676K
SG Americas Securities
154
SG Americas Securities
New York
$673K
NC
155
Napatree Capital
Rhode Island
$659K
AAS
156
Ameritas Advisory Services
Nebraska
$650K
Mackenzie Financial
157
Mackenzie Financial
Ontario, Canada
$646K
Stifel Financial
158
Stifel Financial
Missouri
$632K
Ohio Public Employees Retirement System (OPERS)
159
Ohio Public Employees Retirement System (OPERS)
Ohio
$620K
QCM
160
Qsemble Capital Management
New York
$613K
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$607K
YIH
162
Y-Intercept (HK)
Hong Kong
$587K
ASRS
163
Arizona State Retirement System
Arizona
$585K
SF
164
Synovus Financial
Georgia
$555K
Qube Research & Technologies (QRT)
165
Qube Research & Technologies (QRT)
United Kingdom
$555K
CPCM
166
Cardinal Point Capital Management
Ontario, Canada
$553K
QCM
167
Quantinno Capital Management
New York
$520K
FRM
168
Fox Run Management
Connecticut
$507K
HCA
169
Harbor Capital Advisors
Illinois
$491K
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$484K
PD
171
Point72 (DIFC)
United Arab Emirates
$473K
SPA
172
Sherbrooke Park Advisers
New York
$471K
Manulife (Manufacturers Life Insurance)
173
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$441K
LPL Financial
174
LPL Financial
California
$438K
Teacher Retirement System of Texas
175
Teacher Retirement System of Texas
Texas
$433K