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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, 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
268
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
AF
251
Allworth Financial
California
$2.19K
RFP
252
Root Financial Partners
California
$1.99K
S
253
SignatureFD
Georgia
$1.79K
PS
254
Principal Securities
Iowa
$1.2K
PNC Financial Services Group
255
PNC Financial Services Group
Pennsylvania
$1.2K
FFO
256
Fortitude Family Office
Arizona
$1.2K
Toronto Dominion Bank
257
Toronto Dominion Bank
Ontario, Canada
$1.2K
HBW
258
Hazlett, Burt & Watson
West Virginia
$1K
WA
259
WPG Advisers
Maryland
$997
CJ
260
Caitlin John
Michigan
$997
VCM
261
Versant Capital Management
Arizona
$797
PFBT
262
Parkside Financial Bank & Trust
Missouri
$599
SS
263
Sunbelt Securities
Texas
$598
CIAM
264
Caitong International Asset Management
Hong Kong
$598
TIM
265
Tortoise Investment Management
New York
$399
GA
266
Guerra Advisors
Florida
$399
WANY
267
Wealthspire Advisors (New York)
New York
$199
NA
268
NVP Associates
California
RCMU
269
Rokos Capital Management (UK)
United Kingdom
JAM
270
Jupiter Asset Management
United Kingdom
SC
271
Shellback Capital
Massachusetts
SAM
272
Silvercrest Asset Management
New York
AAP
273
Ardsley Advisory Partners
Connecticut
1832 Asset Management
274
1832 Asset Management
Ontario, Canada
BAM
275
Bosun Asset Management
Illinois