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294 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, 96 increasing their positions, 108 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $158M | Put options by funds: $117M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

6.54% more ownership

Funds ownership: 108.73%115.27% (+6.5%)

4% more capital invested

Capital invested by funds: $2.24B → $2.33B (+$90.4M)

4% less funds holding

Funds holding: 306294 (-12)

11% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 108

14% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 65

Holders
294
Holders Change
-12
Holders Change %
-3.92%
% of All Funds
3.87%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
56
Increased
96
Reduced
108
Closed
65
Calls
$158M
Puts
$117M
Net Calls
+$40.7M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$246M +$19.1M +734,081 +9%
BlackRock
2
BlackRock
New York
$191M +$50.2M +1,927,228 +37%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$151M -$4.27M -164,171 -3%
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$149M -$1.49M -57,327 -1%
VC
5
Voss Capital
Texas
$86.1M +$57.4M +2,206,173 +211%
VBA
6
Van Berkom & Associates
Quebec, Canada
$75.3M +$18.3M +704,286 +33%
Fidelity International
7
Fidelity International
Bermuda
$68.1M +$66.9M +2,570,582 New
UBS Group
8
UBS Group
Switzerland
$56.6M +$15.3M +589,770 +38%
UBS AM
9
UBS AM
Illinois
$55.7M -$15M -575,838 -21%
State Street
10
State Street
Massachusetts
$52.2M +$15.8M +608,430 +45%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$49.3M +$12.9M +497,344 +36%
AC
12
Armistice Capital
New York
$48.6M -$6.82M -262,000 -12%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$46.2M +$4.65M +178,856 +11%
Alyeska Investment Group
14
Alyeska Investment Group
Illinois
$44.7M -$3.72M -142,947 -8%
First Trust Advisors
15
First Trust Advisors
Illinois
$42.5M -$680K -26,112 -2%
Ameriprise
16
Ameriprise
Minnesota
$39.2M -$33M -1,269,638 -46%
Norges Bank
17
Norges Bank
Norway
$39.1M -$39.7M -1,525,061 -51%
Barclays
18
Barclays
United Kingdom
$31M +$7.49M +287,704 +33%
Bank of America
19
Bank of America
North Carolina
$26.5M +$4.62M +177,635 +22%
Artisan Partners
20
Artisan Partners
Wisconsin
$25.6M -$1.32M -50,648 -5%
AM
21
Atreides Management
Massachusetts
$25.3M +$8.82M +338,817 +55%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$24.6M +$10.3M +395,581 +74%
SC
23
Sylebra Capital
California
$24M
Morgan Stanley
24
Morgan Stanley
New York
$23.6M -$4.19M -160,992 -15%
Federated Hermes
25
Federated Hermes
Pennsylvania
$22M +$21.6M +829,563 +124,372%

FIVN Hedge Fund Activity: Q2 2025 in Review

294 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in FIVE9 (FIVN) for Q2 2025, worth a combined $2.33B — up 4% from $2.24B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of FIVN and 56 opened new positions — a net loss of 9 holders — while 108 trimmed existing stakes and 96 added.

The largest buyer was Fidelity International, opening a new position worth an estimated $66.9M. The largest seller was Norges Bank, cutting an estimated $39.7M.

  • 294 institutional investors held FIVE9 (FIVN) as of Q2 2025, down from 306 in Q1 2025.
  • Funds reported $2.33B of FIVE9 stock for Q2 2025, up 4% quarter-over-quarter.
  • 56 funds opened new FIVE9 positions in Q2 2025 and 65 closed out, a net change of -9 holders.
  • The largest FIVE9 buyer in Q2 2025 was Fidelity International, an estimated $66.9M added.
  • The largest FIVE9 seller in Q2 2025 was Norges Bank, an estimated $39.7M sold.

Based on aggregated 13F filings for Q2 2025.