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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
KFG
251
Kingdom Financial Group
Arizona
$1.74K
HNB
252
Huntington National Bank
Ohio
$1.57K
TC
253
Truvestments Capital
Florida
$1.04K
CJ
254
Caitlin John
Michigan
$870
KFAS
255
Keating Financial Advisory Services
Kansas
$870
TPWA
256
Twin Peaks Wealth Advisors
California
$870
FFA
257
Farther Finance Advisors
California
$867
RF
258
Rossby Financial
Florida
$867
PFBT
259
Parkside Financial Bank & Trust
Missouri
$697
CFO
260
CVA Family Office
Colorado
$696
WA
261
Whipplewood Advisors
Colorado
$696
MAM
262
Marquette Asset Management
Minnesota
$523
SS
263
Sunbelt Securities
Texas
$522
BFS
264
Bare Financial Services
Pennsylvania
$522
CPG
265
Cornerstone Planning Group
New Jersey
$264
RWM
266
Rialto Wealth Management
New York
$175
QCG
267
Quadrant Capital Group
Ohio
$175
GFA
268
Godfrey Financial Associates
New York
$174
HFS
269
Hughes Financial Services
Virginia
$174
VWM
270
Vermillion Wealth Management
Minnesota
$174
IMC Chicago
271
IMC Chicago
Illinois
MGCM
272
Mane Global Capital Management
New York
Voloridge Investment Management
273
Voloridge Investment Management
Florida
Principal Financial Group
274
Principal Financial Group
Iowa
Qube Research & Technologies (QRT)
275
Qube Research & Technologies (QRT)
United Kingdom