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291 hedge funds and large institutions have $1.23B invested in FIVE9 in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 86 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

455% more call options, than puts

Call options by funds: $108M | Put options by funds: $19.5M

34% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 86

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

22% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 45

4.38% more ownership

Funds ownership: 101.43%105.81% (+4.4%)

1% more funds holding

Funds holding: 287291 (+4)

23% less capital invested

Capital invested by funds: $1.59B → $1.23B (-$365M)

Holders
291
Holders Change
+4
Holders Change %
+1.39%
% of All Funds
3.58%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
55
Increased
115
Reduced
86
Closed
45
Calls
$108M
Puts
$19.5M
Net Calls
+$88.8M
Net Calls Change
+$50M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Teachers Retirement System (NYSTRS)
201
New York State Teachers Retirement System (NYSTRS)
New York
$109K +$124K +7,162 New
AIP
202
Ameritas Investment Partners
Nebraska
$96.9K
TRCT
203
Tower Research Capital (TRC)
New York
$79.4K +$52.8K +3,040 +138%
BC
204
Bayforest Capital
United Kingdom
$75.3K +$40.7K +2,344 +89%
VCM
205
Versant Capital Management
Arizona
$74.8K +$77.3K +4,446 +922%
MCM
206
MAI Capital Management
Ohio
$74.4K +$7.21K +415 +9%
AF
207
Allworth Financial
California
$68.4K +$53.6K +3,081 +216%
CIAM
208
Caitong International Asset Management
Hong Kong
$65.1K +$74.6K +4,294 New
Toronto Dominion Bank
209
Toronto Dominion Bank
Ontario, Canada
$61K
Kayne Anderson Rudnick Investment Management
210
Kayne Anderson Rudnick Investment Management
California
$55.4K +$14.3K +820 +29%
AAP
211
Arax Advisory Partners
Colorado
$53.7K +$5.04K +290 +9%
SOADOR
212
State of Alaska Department of Revenue
Alaska
$53K
FGP
213
Freestone Grove Partners
California
$51.7K +$59.3K +3,410 New
National Bank of Canada
214
National Bank of Canada
Quebec, Canada
$39.2K +$44.9K +2,582 New
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$38.7K -$1.48K -85 -3%
Osaic Holdings
216
Osaic Holdings
Arizona
$38.4K -$2.78K -160 -6%
NA
217
NewEdge Advisors
Louisiana
$38.4K +$43.9K +2,528 New
Optiver Holding
218
Optiver Holding
Netherlands
$35.3K +$34.4K +1,981 +576%
CMBA
219
C.M. Bidwell & Associates
Hawaii
$35K -$13K -746 -24%
KBC Group
220
KBC Group
Belgium
$34K
RFS
221
Richardson Financial Services
Massachusetts
$32.8K +$14.7K +845 +64%
FFA
222
Farther Finance Advisors
California
$28K +$15.9K +912 +96%
EWA
223
EverSource Wealth Advisors
Alabama
$26.2K +$23.8K +1,367 +379%
QCG
224
Quadrant Capital Group
Ohio
$23.5K +$4.36K +251 +19%
BNP Paribas Asset Management
225
BNP Paribas Asset Management
France
$22.2K +$7.94K +457 +45%