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Dave Inc

160 hedge funds and large institutions have $732M invested in Dave Inc in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

472% more call options, than puts

Call options by funds: $37.4M | Put options by funds: $6.54M

111% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 27

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

22% more funds holding

Funds holding: 131160 (+29)

12% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 42

4% less capital invested

Capital invested by funds: $762M → $732M (-$29.8M)

1.51% less ownership

Funds ownership: 77.97%76.46% (-1.5%)

Holders
160
Holders Change
+29
Holders Change %
+22.14%
% of All Funds
2.15%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
57
Increased
47
Reduced
42
Closed
27
Calls
$37.4M
Puts
$6.54M
Net Calls
+$30.9M
Net Calls Change
-$5.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$6.21M +$1.67M +17,845 +31%
SEI Investments
27
SEI Investments
Pennsylvania
$6.2M +$335K +3,579 +5%
SAM
28
Silvercrest Asset Management
New York
$5.8M +$6.57M +70,114 New
Millennium Management
29
Millennium Management
New York
$5.57M -$1.77M -18,883 -22%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$4.99M +$5.04M +53,734 +817%
BFM
31
Boothbay Fund Management
New York
$4.4M +$697K +7,439 +16%
Morgan Stanley
32
Morgan Stanley
New York
$4.13M -$430K -4,587 -8%
AllianceBernstein
33
AllianceBernstein
Tennessee
$3.74M +$660K +7,040 +18%
AQR Capital Management
34
AQR Capital Management
Connecticut
$3.5M -$961K -10,251 -20%
GLA
35
Great Lakes Advisors
Illinois
$3.49M +$3.95M +42,179 New
Russell Investments Group
36
Russell Investments Group
United Kingdom
$3.32M +$3.75M +40,012 +36,047%
Bank of America
37
Bank of America
North Carolina
$3.1M +$2.68M +28,555 +319%
JF
38
Jump Financial
Illinois
$3.04M +$2.17M +23,160 +171%
Ameriprise
39
Ameriprise
Minnesota
$2.88M +$959K +10,228 +42%
JAM
40
Jupiter Asset Management
United Kingdom
$2.7M +$3.06M +32,634 New
HF
41
HRT Financial
New York
$2.7M +$3.06M +32,634 New
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$2.5M +$2.83M +30,192 New
Barclays
43
Barclays
United Kingdom
$2.32M +$487K +5,192 +23%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$2.24M +$60.4K +645 +2%
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$2.18M -$636K -6,790 -20%
Calamos Advisors
46
Calamos Advisors
Illinois
$2.18M +$2.47M +26,336 New
Deutsche Bank
47
Deutsche Bank
Germany
$1.98M +$1.6M +17,038 +246%
Charles Schwab
48
Charles Schwab
California
$1.92M -$656K -6,996 -23%
UBS Group
49
UBS Group
Switzerland
$1.88M -$7.18M -76,637 -77%
AIMCA
50
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.83M +$2.08M +22,160 New

DAVE Hedge Fund Activity: Q1 2025 in Review

160 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dave Inc (DAVE) for Q1 2025, worth a combined $732M — down 3.9% from $762M a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new DAVE positions and 27 closed out — a net gain of 30 holders — while 47 added to existing stakes and 42 trimmed.

The largest buyer was Divisadero Street Capital Management, adding an estimated $39.9M. The largest seller was Invesco, cutting an estimated $32.4M.

  • 160 institutional investors held Dave Inc (DAVE) as of Q1 2025, up from 131 in Q4 2024.
  • Funds reported $732M of Dave Inc stock for Q1 2025, down 3.9% quarter-over-quarter.
  • 57 funds opened new Dave Inc positions in Q1 2025 and 27 closed out, a net change of +30 holders.
  • The largest Dave Inc buyer in Q1 2025 was Divisadero Street Capital Management, an estimated $39.9M added.
  • The largest Dave Inc seller in Q1 2025 was Invesco, an estimated $32.4M sold.

Based on aggregated 13F filings for Q1 2025.