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
Holders
291
Holders Change
-10
Holders Change %
-3.32%
% of All Funds
3.91%
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
94
Reduced
107
Closed
63
Calls
$158M
Puts
$117M
Net Calls
+$40.7M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
201
Ameritas Investment Partners
Nebraska
$207K +$207K +7,805 New
TRCT
202
Tower Research Capital (TRC)
New York
$203K +$193K +7,299 +2,005%
Creative Planning
203
Creative Planning
Kansas
$203K -$117K -4,432 -37%
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$182K +$4.1K +155 +2%
Canada Pension Plan Investment Board
205
Canada Pension Plan Investment Board
Ontario, Canada
$162K -$45K -1,700 -22%
SOW
206
State of Wyoming
Wyoming
$135K -$4.08K -154 -3%
LWM
207
LJI Wealth Management
Indiana
$132K +$132K +5,000 New
FIA
208
FNY Investment Advisers
New York
$127K +$68.8K +2,604 +118%
MCM
209
MAI Capital Management
Ohio
$124K -$15.8K -598 -11%
Toronto Dominion Bank
210
Toronto Dominion Bank
Ontario, Canada
$106K +$22.3K +843 +27%
Walleye Trading
211
Walleye Trading
New York
$104K +$104K +3,942 New
BC
212
Bayforest Capital
United Kingdom
$103K -$20.8K -785 -17%
AAP
213
Arax Advisory Partners
Colorado
$102K +$102K +50 New
US Bancorp
214
US Bancorp
Minnesota
$87.1K -$1.46K -55 -2%
CF
215
Conquis Financial
California
$79.4K
CMBA
216
C.M. Bidwell & Associates
Hawaii
$72.7K +$72.7K +2,745 New
AB
217
Amalgamated Bank
New York
$68K -$66.3K -2,504 -49%
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$67.7K -$17.5K -661 -21%
Kayne Anderson Rudnick Investment Management
219
Kayne Anderson Rudnick Investment Management
California
$66.4K +$7.04K +266 +12%
A
220
AlphaQuest
New York
$65.8K -$279K -10,530 -81%
KBC Group
221
KBC Group
Belgium
$60K -$29.5K -1,112 -33%
PD
222
Point72 (DIFC)
United Arab Emirates
$59.3K -$402K -15,167 -87%
SPIA
223
Steward Partners Investment Advisory
New York
$58K
SAM
224
Shell Asset Management
Netherlands
$43K -$4.68K -175 -10%
PA
225
Parallel Advisors
California
$40.9K -$11.4K -432 -22%