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Dave Inc

291 hedge funds and large institutions have $2.3B invested in Dave Inc in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 101 increasing their positions, 90 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more call options, than puts

Call options by funds: $290M | Put options by funds: $60.7M

74% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 38

12% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 90

10% more capital invested

Capital invested by funds: $2.09B → $2.3B (+$210M)

9% more funds holding

Funds holding: 268291 (+23)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1.53% less ownership

Funds ownership: 86.73%85.2% (-1.5%)

Holders
291
Holders Change
+23
Holders Change %
+8.58%
% of All Funds
3.54%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
66
Increased
101
Reduced
90
Closed
38
Calls
$290M
Puts
$60.7M
Net Calls
+$229M
Net Calls Change
+$132M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
251
True Wealth Design
Ohio
$17.9K -$1.29K -6 -7%
Jones Financial Companies
252
Jones Financial Companies
Missouri
$17.5K -$430 -2 -2%
ACM
253
Aster Capital Management
United Arab Emirates
$17.3K +$16.8K +78 New
LFG
254
Larson Financial Group
Missouri
$16.8K +$4.95K +23 +43%
National Bank of Canada
255
National Bank of Canada
Quebec, Canada
$16.7K -$15.7K -73 -49%
Nisa Investment Advisors
256
Nisa Investment Advisors
Missouri
$15.1K -$4.3K -20 -23%
SCM
257
Sterling Capital Management
North Carolina
$15.1K +$9.68K +45 +196%
Rockefeller Capital Management
258
Rockefeller Capital Management
New York
$14.8K +$14.4K +67 New
PG
259
Proffitt & Goodson
Tennessee
$10.2K +$9.89K +46 New
C
260
Covestor
United Kingdom
$8K +$430 +2 +6%
HIM
261
Hillsdale Investment Management
Ontario, Canada
$7.75K
SPIA
262
Steward Partners Investment Advisory
New York
$6.86K
SIS
263
Sound Income Strategies
Florida
$5.82K
IA
264
IFP Advisors
Florida
$5.54K
TM
265
Torren Management
California
$5.09K +$4.95K +23 New
VWWMG
266
Vermillion & White Wealth Management Group
Pennsylvania
$4.43K
PNC Financial Services Group
267
PNC Financial Services Group
Pennsylvania
$4.21K +$2.8K +13 +217%
LI
268
LRI Investments
Florida
$4.08K +$3.87K +18 New
GSWM
269
Golden State Wealth Management
California
$3.32K
RFP
270
Root Financial Partners
California
$2.88K +$645 +3 +30%
CA
271
Clearstead Advisors
Ohio
$2.66K -$18.7K -87 -88%
CFS
272
Compass Financial Services
Iowa
$2.66K
AF
273
Allworth Financial
California
$2.44K
RIL
274
Rothschild Investment LLC
Illinois
$2.21K -$430 -2 -17%
SAM
275
Smartleaf Asset Management
Massachusetts
$2.21K -$215 -1 -9%

DAVE Hedge Fund Activity: Q4 2025 in Review

291 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Dave Inc (DAVE) for Q4 2025, worth a combined $2.3B — up 10% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new DAVE positions and 38 closed out — a net gain of 28 holders — while 101 added to existing stakes and 90 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $80.9M. The largest seller was Divisadero Street Capital Management, cutting an estimated $143M.

  • 291 institutional investors held Dave Inc (DAVE) as of Q4 2025, up from 268 in Q3 2025.
  • Funds reported $2.3B of Dave Inc stock for Q4 2025, up 10% quarter-over-quarter.
  • 66 funds opened new Dave Inc positions in Q4 2025 and 38 closed out, a net change of +28 holders.
  • The largest Dave Inc buyer in Q4 2025 was Susquehanna International Group, an estimated $80.9M added.
  • The largest Dave Inc seller in Q4 2025 was Divisadero Street Capital Management, an estimated $143M sold.

Based on aggregated 13F filings for Q4 2025.