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Dave Inc

268 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, 71 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $240M | Put options by funds: $143M

45% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 49

44% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 71

8% more funds holding

Funds holding: 249268 (+19)

3.59% more ownership

Funds ownership: 83.14%86.73% (+3.6%)

21% less capital invested

Capital invested by funds: $2.64B → $2.09B (-$550M)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
268
Holders Change
+19
Holders Change %
+7.63%
% of All Funds
3.52%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
71
Increased
102
Reduced
71
Closed
49
Calls
$240M
Puts
$143M
Net Calls
+$97.2M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
226
Westend Capital Management
California
$19.9K +$21.6K +100 New
CA
227
Clearstead Advisors
Ohio
$19.7K +$216 +1 +1%
BNP Paribas Asset Management
228
BNP Paribas Asset Management
France
$18K +$1.08K +5 +6%
Jones Financial Companies
229
Jones Financial Companies
Missouri
$17.7K +$14K +65 +406%
Nisa Investment Advisors
230
Nisa Investment Advisors
Missouri
$17.5K -$13.6K -63 -42%
TWD
231
True Wealth Design
Ohio
$17.3K -$432 -2 -2%
BTI
232
Blue Trust Inc
Georgia
$14.8K +$16K +74 New
QL
233
Quarry LP
New York
$12.2K +$13.2K +61 New
EWA
234
EverSource Wealth Advisors
Alabama
$11.4K +$648 +3 +6%
LFG
235
Larson Financial Group
Missouri
$10.6K
Optiver Holding
236
Optiver Holding
Netherlands
$7.97K +$8.64K +40 New
FFA
237
Farther Finance Advisors
California
$7.38K +$7.99K +37 New
C
238
Covestor
United Kingdom
$7K +$7.34K +34 +3,400%
HIM
239
Hillsdale Investment Management
Ontario, Canada
$6.98K
BBPWM
240
Blue Bell Private Wealth Management
Pennsylvania
$6.58K +$7.13K +33 New
SIS
241
Sound Income Strategies
Florida
$6.2K
SPIA
242
Steward Partners Investment Advisory
New York
$6.18K
IA
243
IFP Advisors
Florida
$4.98K +$1.08K +5 +25%
SCM
244
Sterling Capital Management
North Carolina
$4.58K
VWWMG
245
Vermillion & White Wealth Management Group
Pennsylvania
$3.99K
ASN
246
Advisory Services Network
Georgia
$3.59K +$3.89K +18 New
GSWM
247
Golden State Wealth Management
California
$2.99K
RIL
248
Rothschild Investment LLC
Illinois
$2.39K -$1.3K -6 -33%
CFS
249
Compass Financial Services
Iowa
$2.39K +$2.59K +12 New
SAM
250
Smartleaf Asset Management
Massachusetts
$2.32K +$2.38K +11 New

DAVE Hedge Fund Activity: Q3 2025 in Review

268 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Dave Inc (DAVE) for Q3 2025, worth a combined $2.09B — down 21% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new DAVE positions and 49 closed out — a net gain of 22 holders — while 102 added to existing stakes and 71 trimmed.

The largest buyer was Divisadero Street Capital Management, adding an estimated $84.4M. The largest seller was NVP Associates, exiting entirely with an estimated $62.5M sold.

  • 268 institutional investors held Dave Inc (DAVE) as of Q3 2025, up from 249 in Q2 2025.
  • Funds reported $2.09B of Dave Inc stock for Q3 2025, down 21% quarter-over-quarter.
  • 71 funds opened new Dave Inc positions in Q3 2025 and 49 closed out, a net change of +22 holders.
  • The largest Dave Inc buyer in Q3 2025 was Divisadero Street Capital Management, an estimated $84.4M added.
  • The largest Dave Inc seller in Q3 2025 was NVP Associates, an estimated $62.5M sold.

Based on aggregated 13F filings for Q3 2025.