293 hedge funds and large institutions have $2.33B invested in FIVE9 in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 95 increasing their positions, 107 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

3% less funds holding

Funds holding: 303293 (-10)

11% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 64

11% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 107

Holders
293
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$158M
Puts
$117M
Net Calls
Net Calls Change

Top Sellers

1 -$35.7M
2 -$33.6M
3 -$19.5M
4
Prudential Financial
Prudential Financial
New Jersey
-$17.4M
5
UBS AM
UBS AM
Illinois
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VRS
201
Virginia Retirement Systems
Virginia
$225K
Public Employees Retirement Association of Colorado
202
Public Employees Retirement Association of Colorado
Colorado
$217K
AIP
203
Ameritas Investment Partners
Nebraska
$207K
TRCT
204
Tower Research Capital (TRC)
New York
$203K
Creative Planning
205
Creative Planning
Kansas
$203K
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$182K
Canada Pension Plan Investment Board
207
Canada Pension Plan Investment Board
Ontario, Canada
$162K
SOW
208
State of Wyoming
Wyoming
$135K
LWM
209
LJI Wealth Management
Indiana
$132K
FIA
210
FNY Investment Advisers
New York
$127K
MCM
211
MAI Capital Management
Ohio
$124K
Toronto Dominion Bank
212
Toronto Dominion Bank
Ontario, Canada
$106K
Walleye Trading
213
Walleye Trading
New York
$104K
BC
214
Bayforest Capital
United Kingdom
$103K
AAP
215
Arax Advisory Partners
Colorado
$102K
US Bancorp
216
US Bancorp
Minnesota
$87.1K
CF
217
Conquis Financial
California
$79.4K
CMBA
218
C.M. Bidwell & Associates
Hawaii
$72.7K
AB
219
Amalgamated Bank
New York
$68K
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$67.7K
Kayne Anderson Rudnick Investment Management
221
Kayne Anderson Rudnick Investment Management
California
$66.4K
A
222
AlphaQuest
New York
$65.8K
KBC Group
223
KBC Group
Belgium
$60K
PD
224
Point72 (DIFC)
United Arab Emirates
$59.3K
SPIA
225
Steward Partners Investment Advisory
New York
$58K