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287 hedge funds and large institutions have $1.59B invested in FIVE9 in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 107 increasing their positions, 93 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $143M | Put options by funds: $105M

15% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 93

7% less funds holding

Funds holding: 308287 (-21)

9.53% less ownership

Funds ownership: 110.96%101.43% (-9.5%)

18% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 66

23% less capital invested

Capital invested by funds: $2.08B → $1.59B (-$482M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
287
Holders Change
-21
Holders Change %
-6.82%
% of All Funds
3.49%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
54
Increased
107
Reduced
93
Closed
66
Calls
$143M
Puts
$105M
Net Calls
+$38.8M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
201
Comerica Bank
Texas
$80.7K -$678K -31,949 -89%
Toronto Dominion Bank
202
Toronto Dominion Bank
Ontario, Canada
$80K
SOADOR
203
State of Alaska Department of Revenue
Alaska
$71K
AAP
204
Arax Advisory Partners
Colorado
$65.2K -$64.7K -3,048 -48%
CMBA
205
C.M. Bidwell & Associates
Hawaii
$61.2K
CF
206
Conquis Financial
California
$60.1K
A
207
AlphaQuest
New York
$58.4K +$14K +661 +29%
Kayne Anderson Rudnick Investment Management
208
Kayne Anderson Rudnick Investment Management
California
$56.8K +$60.1K +2,832 New
Osaic Holdings
209
Osaic Holdings
Arizona
$54K -$578K -27,223 -91%
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$52.8K -$459K -21,642 -89%
BC
211
Bayforest Capital
United Kingdom
$52.6K -$105K -4,967 -65%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$52.6K +$53.4K +2,514 +2,328%
AB
213
Amalgamated Bank
New York
$49K -$2.84K -134 -5%
EP
214
Essential Partners
California
$46.7K +$49K +2,309 +10,495%
KBC Group
215
KBC Group
Belgium
$45K
TRCT
216
Tower Research Capital (TRC)
New York
$44K -$5.92K -279 -11%
PPA
217
Pilgrim Partners Asia
Singapore
$39.3K +$2.12K +100 +5%
RIL
218
Rothschild Investment LLC
Illinois
$36.8K +$37.9K +1,786 +3,572%
GRP
219
Global Retirement Partners
California
$28.9K +$4.56K +215 +18%
AF
220
Allworth Financial
California
$28.6K +$7K +330 +30%
DB
221
Danske Bank
Denmark
$28.1K -$671K -31,622 -96%
RFS
222
Richardson Financial Services
Massachusetts
$26.4K +$7.13K +336 +34%
QCG
223
Quadrant Capital Group
Ohio
$26K +$11K +516 +66%
QL
224
Quarry LP
New York
$23.6K -$4.29K -202 -15%
SPIA
225
Steward Partners Investment Advisory
New York
$23.1K +$6.92K +326 +39%