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291 hedge funds and large institutions have $1.23B invested in FIVE9 in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 86 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

455% more call options, than puts

Call options by funds: $108M | Put options by funds: $19.5M

34% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 86

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

22% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 45

4.38% more ownership

Funds ownership: 101.43%105.81% (+4.4%)

1% more funds holding

Funds holding: 287291 (+4)

23% less capital invested

Capital invested by funds: $1.59B → $1.23B (-$365M)

Holders
291
Holders Change
+4
Holders Change %
+1.39%
% of All Funds
3.58%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
55
Increased
115
Reduced
86
Closed
45
Calls
$108M
Puts
$19.5M
Net Calls
+$88.8M
Net Calls Change
+$50M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
151
Ameritas Advisory Services
Nebraska
$390K +$137K +7,875 +44%
SEI Investments
152
SEI Investments
Pennsylvania
$385K +$79.3K +4,560 +22%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$378K -$17 -1 -0%
New York State Common Retirement Fund
154
New York State Common Retirement Fund
New York
$369K -$933K -53,671 -69%
MML Investors Services
155
MML Investors Services
Massachusetts
$354K +$124K +7,117 +44%
QT
156
Quantbot Technologies
New York
$346K +$158K +9,080 +66%
CL
157
Choreo LLC
Illinois
$341K +$145K +8,339 +59%
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$339K
VIA
159
Vanguard Investments Australia
Australia
$336K +$385K +22,169 New
OAM
160
Oxford Asset Management
United Kingdom
$335K +$384K +22,106 New
LSA
161
Leonteq Securities AG
Switzerland
$333K -$36.8K -2,116 -9%
STA
162
Summit Trail Advisors
New York
$327K +$178K +10,241 +91%
ProShare Advisors
163
ProShare Advisors
Maryland
$320K -$36.2K -2,083 -9%
TC
164
TwinBeech Capital
New York
$319K -$1.13M -64,785 -75%
ECM
165
Evergreen Capital Management
Washington
$306K +$351K +20,177 New
PFSRSONJ
166
Police & Firemen's Retirement System of New Jersey
New Jersey
$306K
State Board of Administration of Florida Retirement System
167
State Board of Administration of Florida Retirement System
Florida
$302K
MG
168
Marex Group
$294K +$337K +19,361 New
ASRS
169
Arizona State Retirement System
Arizona
$293K +$174 +10 +0.1%
Handelsbanken Fonder
170
Handelsbanken Fonder
Sweden
$285K
Wealth Enhancement Advisory Services
171
Wealth Enhancement Advisory Services
Minnesota
$277K +$52.3K +3,007 +19%
FI
172
Finivi Inc
Massachusetts
$275K +$55.5K +3,194 +21%
MF
173
Magnetar Financial
Illinois
$256K +$29.2K +1,680 +11%
IIM
174
INTECH Investment Management
Florida
$252K -$205K -11,808 -42%
WAM
175
Wolverine Asset Management
Illinois
$247K +$8.45K +486 +3%