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306 hedge funds and large institutions have $2.24B invested in FIVE9 in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 129 increasing their positions, 78 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $114M | Put options by funds: $52M

65% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 78

29% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 48

4% more funds holding

Funds holding: 295306 (+11)

3.34% more ownership

Funds ownership: 105.39%108.73% (+3.3%)

31% less capital invested

Capital invested by funds: $3.22B → $2.24B (-$983M)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
306
Holders Change
+11
Holders Change %
+3.73%
% of All Funds
4.1%
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
129
Reduced
78
Closed
48
Calls
$114M
Puts
$52M
Net Calls
+$62M
Net Calls Change
-$86.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$232M -$13.9M -379,452 -4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$160M -$116M -3,160,868 -35%
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$155M -$32.3M -881,562 -13%
BlackRock
4
BlackRock
New York
$143M +$12.9M +351,348 +7%
Norges Bank
5
Norges Bank
Norway
$81.5M +$36.7M +1,000,000 +50%
Ameriprise
6
Ameriprise
Minnesota
$74.6M +$13M +353,939 +15%
UBS AM
7
UBS AM
Illinois
$72.7M +$73.2M +1,996,628 +292%
VBA
8
Van Berkom & Associates
Quebec, Canada
$58.1M +$9.77M +266,484 +14%
AC
9
Armistice Capital
New York
$57M +$4.69M +127,793 +6%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$52M +$4.88M +133,182 +7%
Alyeska Investment Group
11
Alyeska Investment Group
Illinois
$49.7M -$49.6M -1,351,600 -42%
First Trust Advisors
12
First Trust Advisors
Illinois
$44.3M +$2.28M +62,201 +4%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$42.5M +$11.3M +308,508 +25%
UBS Group
14
UBS Group
Switzerland
$42M -$3.96M -107,871 -7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$37.1M +$1.77M +48,287 +4%
State Street
16
State Street
Massachusetts
$37M +$793K +21,629 +2%
Morgan Stanley
17
Morgan Stanley
New York
$28.6M +$2.67M +72,944 +7%
VC
18
Voss Capital
Texas
$28.3M +$38.3M +1,043,827 New
Artisan Partners
19
Artisan Partners
Wisconsin
$27.6M +$10.5M +285,782 +39%
SC
20
Sylebra Capital
California
$24.6M -$53.1M -1,448,602 -62%
Barclays
21
Barclays
United Kingdom
$24M +$7.62M +207,804 +31%
Bank of America
22
Bank of America
North Carolina
$22.3M +$12M +326,812 +66%
Millennium Management
23
Millennium Management
New York
$21.3M +$28.1M +765,254 +4,336%
Prudential Financial
24
Prudential Financial
New Jersey
$21.2M +$28.6M +780,270 New
AFM
25
Anson Funds Management
Texas
$21M

FIVN Hedge Fund Activity: Q1 2025 in Review

306 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q1 2025, worth a combined $2.24B — down 31% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new FIVN positions and 48 closed out — a net gain of 14 holders — while 129 added to existing stakes and 78 trimmed.

The largest buyer was UBS AM, adding an estimated $73.2M. The largest seller was Fidelity Investments, cutting an estimated $116M.

  • 306 institutional investors held FIVE9 (FIVN) as of Q1 2025, up from 295 in Q4 2024.
  • Funds reported $2.24B of FIVE9 stock for Q1 2025, down 31% quarter-over-quarter.
  • 62 funds opened new FIVE9 positions in Q1 2025 and 48 closed out, a net change of +14 holders.
  • The largest FIVE9 buyer in Q1 2025 was UBS AM, an estimated $73.2M added.
  • The largest FIVE9 seller in Q1 2025 was Fidelity Investments, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2025.