301 hedge funds and large institutions have $2.16B invested in FIVE9 in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 125 increasing their positions, 77 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+8
Holders Change %
+2.73%
% of All Funds
4.09%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.08%
New
62
Increased
125
Reduced
77
Closed
49
Calls
$114M
Puts
$52M
Net Calls
+$62M
Net Calls Change
-$86.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$232M -$10.3M -379,452 -4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$160M -$85.8M -3,160,868 -35%
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$155M -$23.9M -881,562 -13%
BlackRock
4
BlackRock
New York
$143M +$9.54M +351,348 +7%
Ameriprise
5
Ameriprise
Minnesota
$74.6M +$9.61M +353,939 +15%
UBS AM
6
UBS AM
Illinois
$72.7M +$54.2M +1,996,628 +292%
VBA
7
Van Berkom & Associates
Quebec, Canada
$58.1M +$7.24M +266,484 +14%
AC
8
Armistice Capital
New York
$57M +$3.47M +127,793 +6%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$52M +$3.62M +133,182 +7%
Alyeska Investment Group
10
Alyeska Investment Group
Illinois
$49.7M -$36.7M -1,351,600 -42%
First Trust Advisors
11
First Trust Advisors
Illinois
$44.3M +$1.69M +62,201 +4%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$42.5M +$8.38M +308,508 +25%
UBS Group
13
UBS Group
Switzerland
$42M -$2.93M -107,871 -7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$37.1M +$1.31M +48,287 +4%
State Street
15
State Street
Massachusetts
$37M +$587K +21,629 +2%
Morgan Stanley
16
Morgan Stanley
New York
$28.6M +$1.98M +72,944 +7%
VC
17
Voss Capital
Texas
$28.3M +$28.3M +1,043,827 New
Artisan Partners
18
Artisan Partners
Wisconsin
$27.6M +$7.76M +285,782 +39%
SC
19
Sylebra Capital
California
$24.6M -$39.3M -1,448,602 -62%
Barclays
20
Barclays
United Kingdom
$24M +$5.64M +207,804 +31%
Bank of America
21
Bank of America
North Carolina
$22.3M +$8.87M +326,812 +66%
Millennium Management
22
Millennium Management
New York
$21.3M +$20.8M +765,254 +4,336%
Prudential Financial
23
Prudential Financial
New Jersey
$21.2M +$21.2M +780,270 New
AFM
24
Anson Funds Management
Texas
$21M
SBH
25
Segall Bryant & Hamill
Illinois
$20.7M +$14.9M +547,794 +254%