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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
Victory Capital Management
201
Victory Capital Management
Texas
$236K -$1.85K -71 -0.8%
VRS
202
Virginia Retirement Systems
Virginia
$225K -$80.7K -3,100 -27%
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$217K
AIP
204
Ameritas Investment Partners
Nebraska
$207K +$203K +7,805 New
TRCT
205
Tower Research Capital (TRC)
New York
$203K +$190K +7,299 +2,005%
Creative Planning
206
Creative Planning
Kansas
$203K -$115K -4,432 -37%
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$182K +$4.03K +155 +2%
Canada Pension Plan Investment Board
208
Canada Pension Plan Investment Board
Ontario, Canada
$162K -$44.2K -1,700 -22%
SOW
209
State of Wyoming
Wyoming
$135K -$4.01K -154 -3%
LWM
210
LJI Wealth Management
Indiana
$132K +$130K +5,000 New
FIA
211
FNY Investment Advisers
New York
$127K +$67.8K +2,604 +118%
MCM
212
MAI Capital Management
Ohio
$124K -$15.6K -598 -11%
Toronto Dominion Bank
213
Toronto Dominion Bank
Ontario, Canada
$106K +$21.9K +843 +27%
Walleye Trading
214
Walleye Trading
New York
$104K +$103K +3,942 New
BC
215
Bayforest Capital
United Kingdom
$103K -$20.4K -785 -17%
AAP
216
Arax Advisory Partners
Colorado
$102K +$1.3K +50 New
US Bancorp
217
US Bancorp
Minnesota
$87.1K -$1.43K -55 -2%
CF
218
Conquis Financial
California
$79.4K
CMBA
219
C.M. Bidwell & Associates
Hawaii
$72.7K +$71.4K +2,745 New
AB
220
Amalgamated Bank
New York
$68K -$65.2K -2,504 -49%
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$67.7K -$17.2K -661 -21%
Kayne Anderson Rudnick Investment Management
222
Kayne Anderson Rudnick Investment Management
California
$66.4K +$6.92K +266 +12%
A
223
AlphaQuest
New York
$65.8K -$274K -10,530 -81%
KBC Group
224
KBC Group
Belgium
$60K -$28.9K -1,112 -33%
PD
225
Point72 (DIFC)
United Arab Emirates
$59.3K -$395K -15,167 -87%

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.