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294 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, 96 increasing their positions, 108 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $158M | Put options by funds: $117M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

6.54% more ownership

Funds ownership: 108.73%115.27% (+6.5%)

4% more capital invested

Capital invested by funds: $2.24B → $2.33B (+$90.4M)

4% less funds holding

Funds holding: 306294 (-12)

11% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 108

14% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 65

Holders
294
Holders Change
-12
Holders Change %
-3.92%
% of All Funds
3.87%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
56
Increased
96
Reduced
108
Closed
65
Calls
$158M
Puts
$117M
Net Calls
+$40.7M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
176
Osaic Holdings
Arizona
$410K +$343K +13,178 +683%
Wolverine Trading
177
Wolverine Trading
Illinois
$409K +$398K +15,309 New
RIA
178
Regal Investment Advisors
Michigan
$403K +$1.15K +44 +0.3%
SF
179
Synovus Financial
Georgia
$396K -$143K -5,486 -27%
MNBTD
180
Moody National Bank Trust Division
Texas
$395K -$16.9K -648 -4%
STA
181
Summit Trail Advisors
New York
$394K +$387K +14,878 New
SSA
182
Schonfeld Strategic Advisors
New York
$392K +$385K +14,793 New
LSA
183
Leonteq Securities AG
Switzerland
$377K +$190K +7,289 +105%
KK
184
KLP Kapitalforvaltning
Norway
$373K -$33.8K -1,300 -8%
FI
185
Finivi Inc
Massachusetts
$370K +$363K +13,959 New
O
186
Ossiam
France
$353K
WAM
187
Wolverine Asset Management
Illinois
$344K +$338K +12,998 New
MF
188
Magnetar Financial
Illinois
$338K -$1.77M -68,156 -84%
CL
189
Choreo LLC
Illinois
$338K +$73.9K +2,839 +29%
SPA
190
Sherbrooke Park Advisers
New York
$322K -$136K -5,212 -30%
TSS
191
Two Sigma Securities
New York
$315K +$310K +11,907 New
Asset Management One
192
Asset Management One
Japan
$297K +$292K +11,212 New
SCP
193
Sender Company & Partners
New York
$275K +$271K +10,396 New
Cambridge Investment Research Advisors
194
Cambridge Investment Research Advisors
Iowa
$273K +$12.6K +485 +5%
Mirae Asset Global Investments
195
Mirae Asset Global Investments
South Korea
$271K +$24.8K +953 +10%
MML Investors Services
196
MML Investors Services
Massachusetts
$268K -$44.9K -1,726 -15%
WP
197
Woodline Partners
California
$264K -$96K -3,687 -27%
EF
198
Empowered Funds
Pennsylvania
$255K +$251K +9,643 New
CWM
199
CIBC World Markets
New York
$249K +$245K +9,419 New
DFCM
200
Dark Forest Capital Management
Puerto Rico
$239K -$718K -27,579 -75%

FIVN Hedge Fund Activity: Q2 2025 in Review

294 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q2 2025, worth a combined $2.33B — up 4% from $2.24B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of FIVN and 56 opened new positions — a net loss of 9 holders — while 108 trimmed existing stakes and 96 added.

The largest buyer was Fidelity International, opening a new position worth an estimated $66.9M. The largest seller was Norges Bank, cutting an estimated $39.7M.

  • 294 institutional investors held FIVE9 (FIVN) as of Q2 2025, down from 306 in Q1 2025.
  • Funds reported $2.33B of FIVE9 stock for Q2 2025, up 4% quarter-over-quarter.
  • 56 funds opened new FIVE9 positions in Q2 2025 and 65 closed out, a net change of -9 holders.
  • The largest FIVE9 buyer in Q2 2025 was Fidelity International, an estimated $66.9M added.
  • The largest FIVE9 seller in Q2 2025 was Norges Bank, an estimated $39.7M sold.

Based on aggregated 13F filings for Q2 2025.