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Dave Inc

272 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, 107 increasing their positions, 74 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more call options, than puts

Call options by funds: $270M | Put options by funds: $53.1M

45% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 74

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

1.89% more ownership

Funds ownership: 85.2%87.09% (+1.9%)

7% less funds holding

Funds holding: 291272 (-19)

19% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 70

19% less capital invested

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

Holders
272
Holders Change
-19
Holders Change %
-6.53%
% of All Funds
3.35%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.16%
New
57
Increased
107
Reduced
74
Closed
70
Calls
$270M
Puts
$53.1M
Net Calls
+$217M
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KFG
251
Kingdom Financial Group
Arizona
$1.74K +$1.94K +10 New
LAS
252
Lloyd Advisory Services
Georgia
$1.74K +$1.94K +10 New
HNB
253
Huntington National Bank
Ohio
$1.57K +$1.75K +9 New
TC
254
Truvestments Capital
Florida
$1.04K +$1.17K +6 New
CJ
255
Caitlin John
Michigan
$870
KFAS
256
Keating Financial Advisory Services
Kansas
$870 +$388 +2 +67%
TPWA
257
Twin Peaks Wealth Advisors
California
$870 +$971 +5 New
FFA
258
Farther Finance Advisors
California
$867 -$777 -4 -44%
RF
259
Rossby Financial
Florida
$867 +$971 +5 New
PFBT
260
Parkside Financial Bank & Trust
Missouri
$697 +$777 +4 New
CFO
261
CVA Family Office
Colorado
$696 +$777 +4 New
WA
262
Whipplewood Advisors
Colorado
$696 +$777 +4 New
MAM
263
Marquette Asset Management
Minnesota
$523 +$582 +3 New
SS
264
Sunbelt Securities
Texas
$522
BFS
265
Bare Financial Services
Pennsylvania
$522 +$582 +3 New
CPG
266
Cornerstone Planning Group
New Jersey
$264 +$194 +1 New
RWM
267
Rialto Wealth Management
New York
$175
QCG
268
Quadrant Capital Group
Ohio
$175 +$194 +1 New
GFA
269
Godfrey Financial Associates
New York
$174
HFS
270
Hughes Financial Services
Virginia
$174 +$194 +1 New
VWM
271
Vermillion Wealth Management
Minnesota
$174 +$194 +1 New
IMC Chicago
272
IMC Chicago
Illinois
-$24.6M -126,931 Closed
MGCM
273
Mane Global Capital Management
New York
-$20.6M -93,098 Closed
Voloridge Investment Management
274
Voloridge Investment Management
Florida
-$16.8M -75,827 Closed
Principal Financial Group
275
Principal Financial Group
Iowa
-$12.4M -55,785 Closed

DAVE Hedge Fund Activity: Q1 2026 in Review

272 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Dave Inc (DAVE) for Q1 2026, worth a combined $1.86B — down 19% from $2.3B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of DAVE and 57 opened new positions — a net loss of 13 holders — while 74 trimmed existing stakes and 107 added.

The largest buyer was Divisadero Street Capital Management, adding an estimated $73.6M. The largest seller was Driehaus Capital Management, cutting an estimated $37.9M.

  • 272 institutional investors held Dave Inc (DAVE) as of Q1 2026, down from 291 in Q4 2025.
  • Funds reported $1.86B of Dave Inc stock for Q1 2026, down 19% quarter-over-quarter.
  • 57 funds opened new Dave Inc positions in Q1 2026 and 70 closed out, a net change of -13 holders.
  • The largest Dave Inc buyer in Q1 2026 was Divisadero Street Capital Management, an estimated $73.6M added.
  • The largest Dave Inc seller in Q1 2026 was Driehaus Capital Management, an estimated $37.9M sold.

Based on aggregated 13F filings for Q1 2026.