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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$201M +$16.1M +759,237 +8%
BlackRock
2
BlackRock
New York
$148M +$6.81M +320,882 +5%
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$120M -$5.86K -276 -0%
VC
4
Voss Capital
Texas
$118M +$28.5M +1,345,000 +30%
VBA
5
Van Berkom & Associates
Quebec, Canada
$72.1M +$16.7M +787,626 +28%
Fidelity International
6
Fidelity International
Bermuda
$52.5M -$101K -4,746 -0.2%
State Street
7
State Street
Massachusetts
$40.1M +$742K +34,962 +2%
AC
8
Armistice Capital
New York
$40.1M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$40M +$791K +37,261 +2%
Ameriprise
10
Ameriprise
Minnesota
$34.8M +$4.66M +219,416 +14%
First Trust Advisors
11
First Trust Advisors
Illinois
$31.5M +$7.58M +357,321 +29%
AFM
12
Anson Funds Management
Texas
$30.9M +$108K +5,099 +0.3%
Goldman Sachs
13
Goldman Sachs
New York
$24.6M +$7.95M +374,356 +44%
Jane Street
14
Jane Street
New York
$20.9M +$7.08M +333,590 +47%
Federated Hermes
15
Federated Hermes
Pennsylvania
$19.1M +$2.35M +110,927 +13%
UBS Group
16
UBS Group
Switzerland
$18.6M -$3.02M -142,395 -13%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$18.3M +$371K +17,473 +2%
Bank of America
18
Bank of America
North Carolina
$18.2M -$3.02M -142,450 -14%
Morgan Stanley
19
Morgan Stanley
New York
$18.1M -$2.51M -118,066 -12%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$17.8M -$421K -19,850 -2%
Artisan Partners
21
Artisan Partners
Wisconsin
$15.8M -$6.76M -318,566 -29%
Northern Trust
22
Northern Trust
Illinois
$14.3M -$565K -26,634 -4%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$14.3M -$269K -12,653 -2%
CCPM
24
Cooper Creek Partners Management
New York
$14.2M
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$14.1M +$2.11M +99,277 +16%