301 hedge funds and large institutions have $2.16B invested in FIVE9 in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 125 increasing their positions, 77 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0.64% less ownership

Funds ownership: 105.37%104.73% (-0.64%)

33% less capital invested

Capital invested by funds: $3.22B → $2.16B (-$1.07B)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
301
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
$114M
Puts
$52M
Net Calls
Net Calls Change

Top Sellers

1 -$85.8M
2 -$39.3M
3 -$36.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$26.9M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
201
Public Employees Retirement Association of Colorado
Colorado
$222K
HighTower Advisors
202
HighTower Advisors
Illinois
$214K
Canada Pension Plan Investment Board
203
Canada Pension Plan Investment Board
Ontario, Canada
$212K
ProShare Advisors
204
ProShare Advisors
Maryland
$210K
Walleye Capital
205
Walleye Capital
New York
$185K
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$182K
MCM
207
MAI Capital Management
Ohio
$143K
SOW
208
State of Wyoming
Wyoming
$143K
AB
209
Amalgamated Bank
New York
$138K
State of Tennessee, Department of Treasury
210
State of Tennessee, Department of Treasury
Tennessee
$128K
BC
211
Bayforest Capital
United Kingdom
$127K
MIM
212
MetLife Investment Management
New Jersey
$124K
Lazard Asset Management
213
Lazard Asset Management
New York
$122K
KBC Group
214
KBC Group
Belgium
$92K
US Bancorp
215
US Bancorp
Minnesota
$90.8K
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$87.4K
Toronto Dominion Bank
217
Toronto Dominion Bank
Ontario, Canada
$85.8K
PAS
218
Point72 Asia (Singapore)
Singapore
$81.5K
CF
219
Conquis Financial
California
$81.5K
QL
220
Quarry LP
New York
$74.1K
Group One Trading
221
Group One Trading
Illinois
$69.7K
Kayne Anderson Rudnick Investment Management
222
Kayne Anderson Rudnick Investment Management
California
$60.9K
SPIA
223
Steward Partners Investment Advisory
New York
$59.5K
FIA
224
FNY Investment Advisers
New York
$59K
PA
225
Parallel Advisors
California
$53.6K