291 hedge funds and large institutions have $2.33B invested in FIVE9 in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 94 increasing their positions, 107 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

3% less funds holding

Funds holding: 301291 (-10)

11% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 63

12% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 107

Holders
291
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$158M
Puts
$117M
Net Calls
Net Calls Change

Top Sellers

1 -$35.7M
2 -$33.6M
3 -$19.5M
4
Prudential Financial
Prudential Financial
New Jersey
-$17.4M
5
UBS AM
UBS AM
Illinois
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
151
Guggenheim Capital
Illinois
$737K
IIM
152
INTECH Investment Management
Florida
$719K
BC
153
Bridgefront Capital
Texas
$717K
Stifel Financial
154
Stifel Financial
Missouri
$702K
I
155
InceptionR
California
$697K
Russell Investments Group
156
Russell Investments Group
United Kingdom
$697K
QCM
157
Quantinno Capital Management
New York
$694K
Ensign Peak Advisors
158
Ensign Peak Advisors
Utah
$670K
BFS
159
Bradley Foster & Sargent
Connecticut
$634K
ProShare Advisors
160
ProShare Advisors
Maryland
$611K
Luther King Capital Management (LKCM)
161
Luther King Capital Management (LKCM)
Texas
$604K
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$592K
PCM
163
Prelude Capital Management
New York
$585K
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$585K
LPL Financial
165
LPL Financial
California
$572K
ASRS
166
Arizona State Retirement System
Arizona
$559K
VOYA Investment Management
167
VOYA Investment Management
Georgia
$544K
JF
168
Jump Financial
Illinois
$502K
Handelsbanken Fonder
169
Handelsbanken Fonder
Sweden
$498K
HCA
170
Harbor Capital Advisors
Illinois
$495K
DS
171
DRW Securities
Illinois
$489K
PFSRSONJ
172
Police & Firemen's Retirement System of New Jersey
New Jersey
$450K
Osaic Holdings
173
Osaic Holdings
Arizona
$436K
Hudson Bay Capital Management
174
Hudson Bay Capital Management
Connecticut
$416K
Cetera Investment Advisers
175
Cetera Investment Advisers
Illinois
$416K