300 hedge funds and large institutions have $2.07B invested in FIVE9 in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 115 increasing their positions, 85 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4.26% less ownership

Funds ownership: 115.17%110.91% (-4.3%)

11% less capital invested

Capital invested by funds: $2.33B → $2.07B (-$252M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
300
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$163M
Puts
$83.9M
Net Calls
Net Calls Change

Top Buyers

1 +$31.5M
2 +$18.4M
3 +$15.8M
4
Goldman Sachs
Goldman Sachs
New York
+$14.9M
5
Jane Street
Jane Street
New York
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EF
201
Empowered Funds
Pennsylvania
$234K
VPIM
202
Vanguard Personalized Indexing Management
California
$230K
VRS
203
Virginia Retirement Systems
Virginia
$225K
Universal-Beteiligungs- und Servicegesellschaft
204
Universal-Beteiligungs- und Servicegesellschaft
Germany
$222K
CAM
205
Cresset Asset Management
Illinois
$218K
Victory Capital Management
206
Victory Capital Management
Texas
$209K
PA
207
PharVision Advisers
Florida
$203K
Public Employees Retirement Association of Colorado
208
Public Employees Retirement Association of Colorado
Colorado
$198K
BC
209
Bayforest Capital
United Kingdom
$184K
AIP
210
Ameritas Investment Partners
Nebraska
$155K
PHK
211
Point72 Hong Kong
Hong Kong
$153K
AAP
212
Arax Advisory Partners
Colorado
$152K
Canada Pension Plan Investment Board
213
Canada Pension Plan Investment Board
Ontario, Canada
$148K
LSV Asset Management
214
LSV Asset Management
Illinois
$131K
SOW
215
State of Wyoming
Wyoming
$124K
MCM
216
MAI Capital Management
Ohio
$113K
Lazard Asset Management
217
Lazard Asset Management
New York
$112K
Toronto Dominion Bank
218
Toronto Dominion Bank
Ontario, Canada
$102K
SOADOR
219
State of Alaska Department of Revenue
Alaska
$86K
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$77K
PS
221
Principal Securities
Iowa
$75.5K
CMBA
222
C.M. Bidwell & Associates
Hawaii
$73.9K
US Bancorp
223
US Bancorp
Minnesota
$73.3K
CF
224
Conquis Financial
California
$72.6K
NICM
225
Neo Ivy Capital Management
New York
$66.4K