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Dave Inc

267 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, 103 increasing their positions, 71 reducing their positions, and 47 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:

3.62% more ownership

Funds ownership: 83.13%86.75% (+3.6%)

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 (-$549M)

Holders
267
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
CA
226
Clearstead Advisors
Ohio
$19.7K
BNP Paribas Asset Management
227
BNP Paribas Asset Management
France
$18K
Jones Financial Companies
228
Jones Financial Companies
Missouri
$17.7K
Nisa Investment Advisors
229
Nisa Investment Advisors
Missouri
$17.5K
TWD
230
True Wealth Design
Ohio
$17.3K
BTI
231
Blue Trust Inc
Georgia
$14.8K
QL
232
Quarry LP
New York
$12.2K
EWA
233
EverSource Wealth Advisors
Alabama
$11.4K
LFG
234
Larson Financial Group
Missouri
$10.6K
Optiver Holding
235
Optiver Holding
Netherlands
$7.97K
FFA
236
Farther Finance Advisors
California
$7.38K
C
237
Covestor
United Kingdom
$7K
HIM
238
Hillsdale Investment Management
Ontario, Canada
$6.98K
BBPWM
239
Blue Bell Private Wealth Management
Pennsylvania
$6.58K
SIS
240
Sound Income Strategies
Florida
$6.2K
SPIA
241
Steward Partners Investment Advisory
New York
$6.18K
IA
242
IFP Advisors
Florida
$4.98K
SCM
243
Sterling Capital Management
North Carolina
$4.58K
VWWMG
244
Vermillion & White Wealth Management Group
Pennsylvania
$3.99K
ASN
245
Advisory Services Network
Georgia
$3.59K
GSWM
246
Golden State Wealth Management
California
$2.99K
RIL
247
Rothschild Investment LLC
Illinois
$2.39K
CFS
248
Compass Financial Services
Iowa
$2.39K
SAM
249
Smartleaf Asset Management
Massachusetts
$2.32K
AF
250
Allworth Financial
California
$2.19K