We are live on ! Find out more

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
Lazard Asset Management
201
Lazard Asset Management
New York
$190K +$168K +4,655 +12,250%
MIM
202
MetLife Investment Management
New Jersey
$186K -$1.77K -49 -1%
US Bancorp
203
US Bancorp
Minnesota
$185K -$86.5K -2,398 -35%
Simplex Trading
204
Simplex Trading
Illinois
$164K +$146K +4,060 New
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$156K +$13.2K +365 +11%
A
206
AlphaQuest
New York
$139K +$4.04K +112 +3%
KBC Group
207
KBC Group
Belgium
$137K +$40.1K +1,113 +49%
FIA
208
FNY Investment Advisers
New York
$132K +$90.2K +2,500 +333%
CF
209
Conquis Financial
California
$122K +$108K +3,000 New
VWM
210
Venturi Wealth Management
Texas
$107K +$92.7K +2,571 +3,955%
Group One Trading
211
Group One Trading
Illinois
$90.1K -$283K -7,833 -78%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$83K +$37K +1,025 +100%
SAM
213
Shell Asset Management
Netherlands
$76K
PA
214
Parallel Advisors
California
$69.6K +$16.3K +452 +36%
Osaic Holdings
215
Osaic Holdings
Arizona
$65K +$23.3K +646 +56%
MCM
216
MAI Capital Management
Ohio
$64.9K +$57.6K +1,598 New
CF
217
Corebridge Financial
Texas
$55.6K -$1.44K -40 -3%
SPIA
218
Steward Partners Investment Advisory
New York
$54.2K +$47.4K +1,315 +7,306%
SCM
219
Sterling Capital Management
North Carolina
$48.2K -$5.3K -147 -11%
JFGIW
220
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$47.1K +$41.5K +1,150 New
S
221
SignatureFD
Georgia
$42.5K +$361 +10 +1%
BIG
222
Brooklyn Investment Group
New York
$42.1K +$9.16K +254 +32%
BT
223
Banque Transatlantique
France
$36.4K +$32.5K +900 New
LSA
224
Leonteq Securities AG
Switzerland
$36K -$27.9K -774 -47%
LC
225
Lindbrook Capital
California
$34.7K +$18.8K +520 +156%

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.