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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: 295306 (+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: 116 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
176
Teacher Retirement System of Texas
Texas
$433K +$585K +15,959 New
MNBTD
177
Moody National Bank Trust Division
Texas
$423K +$571K +15,573 New
KK
178
KLP Kapitalforvaltning
Norway
$418K
ECM
179
ExodusPoint Capital Management
New York
$412K -$3.52M -95,976 -86%
RIA
180
Regal Investment Advisors
Michigan
$412K +$556K +15,163 New
PWAM
181
Papamarkou Wellner Asset Management
New York
$396K +$534K +14,575 New
GC
182
Guggenheim Capital
Illinois
$386K +$207K +5,646 +66%
CMF
183
Counterpoint Mutual Funds
California
$372K +$502K +13,687 New
WP
184
Woodline Partners
California
$371K -$3.52M -96,006 -88%
O
185
Ossiam
France
$362K
A
186
AlphaQuest
New York
$353K +$352K +9,601 +281%
Creative Planning
187
Creative Planning
Kansas
$328K +$87.2K +2,377 +24%
HT
188
HAP Trading
New York
$324K +$437K +11,917 New
MML Investors Services
189
MML Investors Services
Massachusetts
$322K -$166K -4,538 -28%
VRS
190
Virginia Retirement Systems
Virginia
$315K +$425K +11,600 New
SA
191
Sanctuary Advisors
Indiana
$297K +$917 +25 +0.2%
M1FG
192
Mach-1 Financial Group
Arkansas
$280K +$379K +10,325 New
CL
193
Choreo LLC
Illinois
$269K -$3.78K -103 -1%
X
194
Xponance
Pennsylvania
$267K +$15.2K +414 +4%
Cambridge Investment Research Advisors
195
Cambridge Investment Research Advisors
Iowa
$267K
CI
196
Ceera Investments
Texas
$261K +$352K +9,600 New
Mirae Asset Global Investments
197
Mirae Asset Global Investments
South Korea
$258K -$18.6K -507 -5%
HF
198
HRT Financial
New York
$247K -$2.15M -58,510 -87%
Victory Capital Management
199
Victory Capital Management
Texas
$244K -$7.11K -194 -2%
Simplex Trading
200
Simplex Trading
Illinois
$237K +$172K +4,692 +116%

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.