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295 hedge funds and large institutions have $3.22B invested in FIVE9 in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 98 increasing their positions, 93 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more call options, than puts

Call options by funds: $177M | Put options by funds: $28.8M

58% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 48

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

38% more capital invested

Capital invested by funds: $2.33B → $3.22B (+$889M)

10% more funds holding

Funds holding: 269295 (+26)

5% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 93

3.12% less ownership

Funds ownership: 108.51%105.39% (-3.1%)

Holders
295
Holders Change
+26
Holders Change %
+9.67%
% of All Funds
3.89%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.14%
New
76
Increased
98
Reduced
93
Closed
48
Calls
$177M
Puts
$28.8M
Net Calls
+$149M
Net Calls Change
+$45.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
176
Guggenheim Capital
Illinois
$348K +$309K +8,574 New
Walleye Capital
177
Walleye Capital
New York
$344K -$2.1M -58,119 -87%
Public Employees Retirement Association of Colorado
178
Public Employees Retirement Association of Colorado
Colorado
$332K
LPL Financial
179
LPL Financial
California
$328K +$291K +8,078 New
HighTower Advisors
180
HighTower Advisors
Illinois
$322K -$151K -4,192 -35%
ProShare Advisors
181
ProShare Advisors
Maryland
$318K +$282K +7,819 New
HFM
182
Harvest Fund Management
China
$317K +$281K +7,796 New
BC
183
Belmont Capital
California
$310K
JG
184
Jain Global
New York
$304K +$270K +7,485 New
LCM
185
Landscape Capital Management
New Jersey
$302K +$268K +7,435 New
QCM
186
Quantinno Capital Management
New York
$287K +$255K +7,062 New
PCM
187
Palisade Capital Management
New Jersey
$284K -$45.1K -1,250 -15%
NSEDCP
188
NJ State Employees Deferred Compensation Plan
New Jersey
$284K
PAG
189
Private Advisor Group
New Jersey
$269K +$239K +6,620 New
Principal Financial Group
190
Principal Financial Group
Iowa
$268K +$237K +6,584 New
Squarepoint
191
Squarepoint
New York
$259K -$8.56M -237,301 -97%
Nomura Holdings
192
Nomura Holdings
Japan
$252K +$223K +6,196 New
CAM
193
Cresset Asset Management
Illinois
$235K -$132K -3,662 -39%
TRCT
194
Tower Research Capital (TRC)
New York
$235K -$101K -2,805 -33%
SIA
195
Schechter Investment Advisors
Michigan
$223K +$198K +5,492 New
CIP
196
Cornerstone Investment Partners
Georgia
$212K +$188K +5,225 New
FC
197
Farringdon Capital
United Kingdom
$210K +$186K +5,168 New
MFG
198
Menard Financial Group
Texas
$206K +$183K +5,061 New
AB
199
Amalgamated Bank
New York
$201K
SOW
200
State of Wyoming
Wyoming
$192K +$50K +1,386 +42%

FIVN Hedge Fund Activity: Q4 2024 in Review

295 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q4 2024, worth a combined $3.22B — up 38% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new FIVN positions and 48 closed out — a net gain of 28 holders — while 98 added to existing stakes and 93 trimmed.

The largest buyer was Norges Bank, adding an estimated $70.4M. The largest seller was Fidelity Investments, cutting an estimated $76.4M.

  • 295 institutional investors held FIVE9 (FIVN) as of Q4 2024, up from 269 in Q3 2024.
  • Funds reported $3.22B of FIVE9 stock for Q4 2024, up 38% quarter-over-quarter.
  • 76 funds opened new FIVE9 positions in Q4 2024 and 48 closed out, a net change of +28 holders.
  • The largest FIVE9 buyer in Q4 2024 was Norges Bank, an estimated $70.4M added.
  • The largest FIVE9 seller in Q4 2024 was Fidelity Investments, an estimated $76.4M sold.

Based on aggregated 13F filings for Q4 2024.