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Dave Inc

264 hedge funds and large institutions have $2.09B invested in Dave Inc in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 102 increasing their positions, 69 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

3.7% more ownership

Funds ownership: 83.02%86.72% (+3.7%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

21% less capital invested

Capital invested by funds: $2.64B → $2.09B (-$546M)

Holders
264
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$240M
Puts
$143M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Asset Management
226
BNP Paribas Asset Management
France
$18K
Jones Financial Companies
227
Jones Financial Companies
Missouri
$17.7K
Nisa Investment Advisors
228
Nisa Investment Advisors
Missouri
$17.5K
TWD
229
True Wealth Design
Ohio
$17.3K
BTI
230
Blue Trust Inc
Georgia
$14.8K
QL
231
Quarry LP
New York
$12.2K
EWA
232
EverSource Wealth Advisors
Alabama
$11.4K
LFG
233
Larson Financial Group
Missouri
$10.6K
Optiver Holding
234
Optiver Holding
Netherlands
$7.97K
FFA
235
Farther Finance Advisors
California
$7.38K
C
236
Covestor
United Kingdom
$7K
HIM
237
Hillsdale Investment Management
Ontario, Canada
$6.98K
BBPWM
238
Blue Bell Private Wealth Management
Pennsylvania
$6.58K
SIS
239
Sound Income Strategies
Florida
$6.2K
SPIA
240
Steward Partners Investment Advisory
New York
$6.18K
SCM
241
Sterling Capital Management
North Carolina
$4.58K
VWWMG
242
Vermillion & White Wealth Management Group
Pennsylvania
$3.99K
ASN
243
Advisory Services Network
Georgia
$3.59K
GSWM
244
Golden State Wealth Management
California
$2.99K
RIL
245
Rothschild Investment LLC
Illinois
$2.39K
CFS
246
Compass Financial Services
Iowa
$2.39K
SAM
247
Smartleaf Asset Management
Massachusetts
$2.32K
RFP
248
Root Financial Partners
California
$1.99K
S
249
SignatureFD
Georgia
$1.79K
PS
250
Principal Securities
Iowa
$1.2K