291 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, 94 increasing their positions, 107 reducing their positions, and 63 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: 301291 (-10)

11% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 63

12% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 107

Holders
291
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
AIP
201
Ameritas Investment Partners
Nebraska
$207K
TRCT
202
Tower Research Capital (TRC)
New York
$203K
Creative Planning
203
Creative Planning
Kansas
$203K
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$182K
Canada Pension Plan Investment Board
205
Canada Pension Plan Investment Board
Ontario, Canada
$162K
SOW
206
State of Wyoming
Wyoming
$135K
LWM
207
LJI Wealth Management
Indiana
$132K
FIA
208
FNY Investment Advisers
New York
$127K
MCM
209
MAI Capital Management
Ohio
$124K
Toronto Dominion Bank
210
Toronto Dominion Bank
Ontario, Canada
$106K
Walleye Trading
211
Walleye Trading
New York
$104K
BC
212
Bayforest Capital
United Kingdom
$103K
AAP
213
Arax Advisory Partners
Colorado
$102K
US Bancorp
214
US Bancorp
Minnesota
$87.1K
CF
215
Conquis Financial
California
$79.4K
CMBA
216
C.M. Bidwell & Associates
Hawaii
$72.7K
AB
217
Amalgamated Bank
New York
$68K
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$67.7K
Kayne Anderson Rudnick Investment Management
219
Kayne Anderson Rudnick Investment Management
California
$66.4K
A
220
AlphaQuest
New York
$65.8K
KBC Group
221
KBC Group
Belgium
$60K
PD
222
Point72 (DIFC)
United Arab Emirates
$59.3K
SPIA
223
Steward Partners Investment Advisory
New York
$58K
SAM
224
Shell Asset Management
Netherlands
$43K
PA
225
Parallel Advisors
California
$40.9K