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308 hedge funds and large institutions have $2.08B invested in FIVE9 in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 120 increasing their positions, 86 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $163M | Put options by funds: $83.9M

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

40% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 86

5% more funds holding

Funds holding: 294308 (+14)

4.3% less ownership

Funds ownership: 115.27%110.96% (-4.3%)

11% less capital invested

Capital invested by funds: $2.33B → $2.08B (-$253M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
308
Holders Change
+14
Holders Change %
+4.76%
% of All Funds
4.04%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
53
Increased
120
Reduced
86
Closed
37
Calls
$163M
Puts
$83.9M
Net Calls
+$78.8M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
151
Osaic Holdings
Arizona
$729K +$392K +14,808 +98%
Simplex Trading
152
Simplex Trading
Illinois
$721K +$788K +29,809 New
FRM
153
Fox Run Management
Connecticut
$673K -$98.2K -3,715 -12%
Amundi
154
Amundi
France
$668K -$225K -8,509 -23%
VIM
155
Vinva Investment Management
Australia
$650K +$444K +16,777 New
AIM
156
Aigen Investment Management
New York
$639K +$698K +26,416 New
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$597K +$237K +8,975 +57%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$588K +$461K +17,421 +254%
QCM
159
Quantinno Capital Management
New York
$586K -$53K -2,006 -8%
BFS
160
Bradley Foster & Sargent
Connecticut
$580K
Ensign Peak Advisors
161
Ensign Peak Advisors
Utah
$567K -$48.9K -1,850 -7%
HCA
162
Harbor Capital Advisors
Illinois
$548K +$105K +3,972 +21%
American Century Companies
163
American Century Companies
Missouri
$547K +$597K +22,589 New
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$541K
BCM
165
Bayesian Capital Management
New York
$539K -$652K -24,651 -53%
Creative Planning
166
Creative Planning
Kansas
$526K +$373K +14,092 +184%
PFSRSONJ
167
Police & Firemen's Retirement System of New Jersey
New Jersey
$525K +$124K +4,688 +28%
ASRS
168
Arizona State Retirement System
Arizona
$519K +$8.8K +333 +2%
PMAM
169
Picton Mahoney Asset Management
Ontario, Canada
$499K +$544K +20,590 New
JF
170
Jump Financial
Illinois
$499K +$43.6K +1,650 +9%
State Board of Administration of Florida Retirement System
171
State Board of Administration of Florida Retirement System
Florida
$481K -$1.27M -48,153 -71%
WP
172
Woodline Partners
California
$481K +$262K +9,897 +99%
TC
173
TwinBeech Capital
New York
$461K -$3.44M -130,259 -87%
Russell Investments Group
174
Russell Investments Group
United Kingdom
$457K -$197K -7,433 -28%
Handelsbanken Fonder
175
Handelsbanken Fonder
Sweden
$455K

FIVN Hedge Fund Activity: Q3 2025 in Review

308 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q3 2025, worth a combined $2.08B — down 11% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FIVN positions and 37 closed out — a net gain of 16 holders — while 120 added to existing stakes and 86 trimmed.

The largest buyer was Voss Capital, adding an estimated $34.4M. The largest seller was Fidelity Investments, cutting an estimated $47.5M.

  • 308 institutional investors held FIVE9 (FIVN) as of Q3 2025, up from 294 in Q2 2025.
  • Funds reported $2.08B of FIVE9 stock for Q3 2025, down 11% quarter-over-quarter.
  • 53 funds opened new FIVE9 positions in Q3 2025 and 37 closed out, a net change of +16 holders.
  • The largest FIVE9 buyer in Q3 2025 was Voss Capital, an estimated $34.4M added.
  • The largest FIVE9 seller in Q3 2025 was Fidelity Investments, an estimated $47.5M sold.

Based on aggregated 13F filings for Q3 2025.