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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
AF
251
Allworth Financial
California
$2.19K -$1.51K -7 -39%
RFP
252
Root Financial Partners
California
$1.99K +$2.16K +10 New
S
253
SignatureFD
Georgia
$1.79K +$864 +4 +80%
PS
254
Principal Securities
Iowa
$1.2K
PNC Financial Services Group
255
PNC Financial Services Group
Pennsylvania
$1.2K +$1.08K +5 +500%
FFO
256
Fortitude Family Office
Arizona
$1.2K +$1.3K +6 New
Toronto Dominion Bank
257
Toronto Dominion Bank
Ontario, Canada
$1.2K +$1.3K +6 New
HBW
258
Hazlett, Burt & Watson
West Virginia
$1K
WA
259
WPG Advisers
Maryland
$997
CJ
260
Caitlin John
Michigan
$997 +$1.08K +5 New
VCM
261
Versant Capital Management
Arizona
$797 +$864 +4 New
PFBT
262
Parkside Financial Bank & Trust
Missouri
$599 +$648 +3 New
CIAM
263
Caitong International Asset Management
Hong Kong
$598 +$648 +3 New
SS
264
Sunbelt Securities
Texas
$598 +$648 +3 New
TIM
265
Tortoise Investment Management
New York
$399 +$216 +1 +100%
GA
266
Guerra Advisors
Florida
$399 +$432 +2 New
WANY
267
Wealthspire Advisors (New York)
New York
$199 +$216 +1 New
NA
268
NVP Associates
California
-$62.5M -232,675 Closed
RCMU
269
Rokos Capital Management (UK)
United Kingdom
-$18.1M -67,278 Closed
JAM
270
Jupiter Asset Management
United Kingdom
-$17M -63,252 Closed
SC
271
Shellback Capital
Massachusetts
-$14.9M -55,345 Closed
SAM
272
Silvercrest Asset Management
New York
-$10.6M -39,482 Closed
AAP
273
Ardsley Advisory Partners
Connecticut
-$9.39M -35,000 Closed
1832 Asset Management
274
1832 Asset Management
Ontario, Canada
-$5.31M -19,800 Closed
BAM
275
Bosun Asset Management
Illinois
-$3.08M -11,480 Closed

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.