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FIVE9
FIVN

306 hedge funds and large institutions have $2.24B invested in FIVE9 in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 129 increasing their positions, 78 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $114M | Put options by funds: $52M

65% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 78

29% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 48

4% more funds holding

Funds holding: 295 → 306 (+11)

3.34% more ownership

Funds ownership: 105.39% → 108.73% (+3.3%)

31% less capital invested

Capital invested by funds: $3.22B → $2.24B (-$983M)

45% less funds holding in top 10

Funds holding in top 10: 11 → 6 (-5)

Holders
306
Holders Change
+11
Holders Change %
+3.73%
% of All Funds
4.1%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.08%
New
62
Increased
129
Reduced
78
Closed
48
Calls
$114M
Puts
$52M
Net Calls
+$62M
Net Calls Change
-$86.7M

Top Buyers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
+$73.2M
2
VC
Voss Capital
Texas
+$38.3M
3
Norges Bank
Norges Bank
Norway
+$36.7M
4
Prudential Financial
Prudential Financial
New Jersey
+$28.6M
5
Millennium Management
Millennium Management
New York
+$28.1M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$116M
2
SC
Sylebra Capital
California
-$53.1M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$49.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$36.3M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
-$32.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFSRSONJ
151
Police & Firemen's Retirement System of New Jersey
New Jersey
$743K +$26.8K +732 +3%
SC
152
Sculptor Capital
New York
$736K +$994K +27,100 New
Ensign Peak Advisors
153
Ensign Peak Advisors
Utah
$686K – – –
Handelsbanken Fonder
154
Handelsbanken Fonder
Sweden
$676K +$275K +7,500 +43%
SG Americas Securities
155
SG Americas Securities
New York
$673K +$504K +13,748 +125%
NC
156
Napatree Capital
Rhode Island
$659K +$889K +24,255 New
AAS
157
Ameritas Advisory Services
Nebraska
$650K +$470K +12,806 +116%
Mackenzie Financial
158
Mackenzie Financial
Ontario, Canada
$646K +$872K +23,782 New
Stifel Financial
159
Stifel Financial
Missouri
$632K -$28.4K -775 -3%
Ohio Public Employees Retirement System (OPERS)
160
Ohio Public Employees Retirement System (OPERS)
Ohio
$620K -$96.8K -2,641 -10%
QCM
161
Qsemble Capital Management
New York
$613K +$829K +22,596 New
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$607K +$96K +2,619 +13%
YIH
163
Y-Intercept (HK)
Hong Kong
$587K +$173K +4,728 +28%
ASRS
164
Arizona State Retirement System
Arizona
$585K -$5.32K -145 -0.7%
SF
165
Synovus Financial
Georgia
$555K +$351K +9,573 +88%
Qube Research & Technologies (QRT)
166
Qube Research & Technologies (QRT)
United Kingdom
$555K -$2.22M -60,441 -75%
CPCM
167
Cardinal Point Capital Management
Ontario, Canada
$553K +$748K +20,385 New
QCM
168
Quantinno Capital Management
New York
$520K +$443K +12,078 +171%
FRM
169
Fox Run Management
Connecticut
$507K -$368K -10,028 -35%
HCA
170
Harbor Capital Advisors
Illinois
$491K +$664K +18,102 New
Cetera Investment Advisers
171
Cetera Investment Advisers
Illinois
$484K +$162K +4,424 +33%
PD
172
Point72 (DIFC)
United Arab Emirates
$473K +$113K +3,076 +21%
SPA
173
Sherbrooke Park Advisers
New York
$471K +$637K +17,362 New
Manulife (Manufacturers Life Insurance)
174
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$441K +$76.9K +2,097 +15%
LPL Financial
175
LPL Financial
California
$438K +$295K +8,050 +100%
5 6
7
8 9

FIVN Hedge Fund Activity: Q1 2025 in Review

306 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q1 2025, worth a combined $2.24B — down 31% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new FIVN positions and 48 closed out — a net gain of 14 holders — while 129 added to existing stakes and 78 trimmed.

The largest buyer was UBS AM, adding an estimated $73.2M. The largest seller was Fidelity Investments, cutting an estimated $116M.

  • 306 institutional investors held FIVE9 (FIVN) as of Q1 2025, up from 295 in Q4 2024.
  • Funds reported $2.24B of FIVE9 stock for Q1 2025, down 31% quarter-over-quarter.
  • 62 funds opened new FIVE9 positions in Q1 2025 and 48 closed out, a net change of +14 holders.
  • The largest FIVE9 buyer in Q1 2025 was UBS AM, an estimated $73.2M added.
  • The largest FIVE9 seller in Q1 2025 was Fidelity Investments, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2025.