DAVE icon

Dave Inc

247 hedge funds and large institutions have $2.64B invested in Dave Inc in 2025 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 21 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

55% more funds holding

Funds holding: 159247 (+88)

6.73% more ownership

Funds ownership: 76.4%83.13% (+6.7%)

8% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 61

Holders
247
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$234M
Puts
$30.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LP
226
LMR Partners
United Kingdom
$8.86K
SPIA
227
Steward Partners Investment Advisory
New York
$8.32K
IA
228
IFP Advisors
Florida
$8.05K
SIS
229
Sound Income Strategies
Florida
$8.05K
SCM
230
Sterling Capital Management
North Carolina
$6.17K
VWWMG
231
Vermillion & White Wealth Management Group
Pennsylvania
$5.37K
AF
232
Allworth Financial
California
$4.83K
RIL
233
Rothschild Investment LLC
Illinois
$4.83K
GSWM
234
Golden State Wealth Management
California
$4.03K
Jones Financial Companies
235
Jones Financial Companies
Missouri
$3.99K
GWM
236
Geneos Wealth Management
Colorado
$3.49K
AUB
237
Atlantic Union Bankshares
Virginia
$3.22K
PS
238
Principal Securities
Iowa
$1.61K
S
239
SignatureFD
Georgia
$1.34K
WA
240
WPG Advisers
Maryland
$1.34K
WA
241
Whipplewood Advisors
Colorado
$1.07K
HBW
242
Hazlett, Burt & Watson
West Virginia
$1K
TPWA
243
Twin Peaks Wealth Advisors
California
$554
SC
244
Stephens Consulting
Michigan
$269
PNC Financial Services Group
245
PNC Financial Services Group
Pennsylvania
$268
TIM
246
Tortoise Investment Management
New York
$268
CCPM
247
Cooper Creek Partners Management
New York
AIMCA
248
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
IMC Chicago
249
IMC Chicago
Illinois
PAWC
250
P.A.W. Capital
Connecticut