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Dave Inc

271 hedge funds and large institutions have $1.86B invested in Dave Inc in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 106 increasing their positions, 74 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

7% less funds holding

Funds holding: 291271 (-20)

19% less capital invested

Capital invested by funds: $2.3B → $1.86B (-$442M)

20% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 71

Holders
271
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$270M
Puts
$53.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
226
True Wealth Design
Ohio
$14.1K
Jones Financial Companies
227
Jones Financial Companies
Missouri
$13.8K
National Bank of Canada
228
National Bank of Canada
Quebec, Canada
$13.6K
PG
229
Proffitt & Goodson
Tennessee
$13.1K
SCM
230
Sterling Capital Management
North Carolina
$11.7K
Optiver Holding
231
Optiver Holding
Netherlands
$8.01K
ACM
232
Accent Capital Management
Ohio
$7.14K
CMA
233
Cedar Mountain Advisors
Oregon
$6.62K
SAM
234
Smartleaf Asset Management
Massachusetts
$6.1K
SPIA
235
Steward Partners Investment Advisory
New York
$5.4K
IA
236
IFP Advisors
Florida
$4.35K
KAS
237
Kemnay Advisory Services
New York
$4.18K
TM
238
Torren Management
California
$4K
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$4K
S
240
SignatureFD
Georgia
$4K
RFP
241
Root Financial Partners
California
$3.66K
LI
242
LRI Investments
Florida
$3.13K
RIL
243
Rothschild Investment LLC
Illinois
$2.79K
GSWM
244
Golden State Wealth Management
California
$2.61K
PA
245
Parallel Advisors
California
$2.26K
CA
246
Clearstead Advisors
Ohio
$2.09K
VCM
247
Versant Capital Management
Arizona
$2.09K
MCM
248
MAI Capital Management
Ohio
$1.92K
FFO
249
Fortitude Family Office
Arizona
$1.74K
LAS
250
Lloyd Advisory Services
Georgia
$1.74K