DAVE icon

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
RFP
251
Root Financial Partners
California
$1.99K
S
252
SignatureFD
Georgia
$1.79K
PS
253
Principal Securities
Iowa
$1.2K
PNC Financial Services Group
254
PNC Financial Services Group
Pennsylvania
$1.2K
Toronto Dominion Bank
255
Toronto Dominion Bank
Ontario, Canada
$1.2K
FFO
256
Fortitude Family Office
Arizona
$1.2K
HBW
257
Hazlett, Burt & Watson
West Virginia
$1K
WA
258
WPG Advisers
Maryland
$997
CJ
259
Caitlin John
Michigan
$997
VCM
260
Versant Capital Management
Arizona
$797
PFBT
261
Parkside Financial Bank & Trust
Missouri
$599
SS
262
Sunbelt Securities
Texas
$598
CIAM
263
Caitong International Asset Management
Hong Kong
$598
TIM
264
Tortoise Investment Management
New York
$399
GA
265
Guerra Advisors
Florida
$399
WANY
266
Wealthspire Advisors (New York)
New York
$199
NA
267
NVP Associates
California
RCMU
268
Rokos Capital Management (UK)
United Kingdom
JAM
269
Jupiter Asset Management
United Kingdom
SC
270
Shellback Capital
Massachusetts
SAM
271
Silvercrest Asset Management
New York
AAP
272
Ardsley Advisory Partners
Connecticut
1832 Asset Management
273
1832 Asset Management
Ontario, Canada
BAM
274
Bosun Asset Management
Illinois
ECM
275
ExodusPoint Capital Management
New York