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Dave Inc

131 hedge funds and large institutions have $762M invested in Dave Inc in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 43 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,105% more call options, than puts

Call options by funds: $39.6M | Put options by funds: $3.29M

315% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 13

230% more capital invested

Capital invested by funds: $231M → $762M (+$531M)

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

65% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 26

42% more funds holding

Funds holding: 92131 (+39)

26.13% more ownership

Funds ownership: 51.83%77.97% (+26%)

Holders
131
Holders Change
+39
Holders Change %
+42.39%
% of All Funds
1.73%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
54
Increased
43
Reduced
26
Closed
13
Calls
$39.6M
Puts
$3.29M
Net Calls
+$36.3M
Net Calls Change
+$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
76
State of Wyoming
Wyoming
$558K +$430K +6,416 New
SSA
77
Sierra Summit Advisors
Nevada
$511K +$394K +5,875 New
PP
78
PDT Partners
New York
$497K -$255K -3,800 -40%
LPL Financial
79
LPL Financial
California
$494K +$381K +5,685 New
Federated Hermes
80
Federated Hermes
Pennsylvania
$486K +$23.7K +354 +7%
CMF
81
Counterpoint Mutual Funds
California
$452K +$348K +5,200 New
MIM
82
MetLife Investment Management
New Jersey
$414K
Creative Planning
83
Creative Planning
Kansas
$405K +$312K +4,659 New
IIM
84
INTECH Investment Management
Florida
$404K +$311K +4,649 New
BPC
85
Bryce Point Capital
New York
$393K +$303K +4,524 New
Mirae Asset Global ETFs Holdings
86
Mirae Asset Global ETFs Holdings
Hong Kong
$392K +$15.3K +228 +5%
VOYA Investment Management
87
VOYA Investment Management
Georgia
$383K -$110K -1,636 -27%
OSAM
88
O'Shaughnessy Asset Management
Connecticut
$378K +$292K +4,354 New
CF
89
Corebridge Financial
Texas
$347K -$12.9K -192 -5%
SG Americas Securities
90
SG Americas Securities
New York
$342K +$85K +1,269 +48%
New York State Common Retirement Fund
91
New York State Common Retirement Fund
New York
$296K
T. Rowe Price Associates
92
T. Rowe Price Associates
Maryland
$272K +$209K +3,120 New
YIH
93
Y-Intercept (HK)
Hong Kong
$271K +$209K +3,115 New
Simplex Trading
94
Simplex Trading
Illinois
$255K +$166K +2,477 +530%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$251K +$193K +2,883 New
Squarepoint
96
Squarepoint
New York
$244K -$473K -7,056 -72%
CFG
97
Citizens Financial Group
Rhode Island
$243K +$188K +2,800 New
HFM
98
Harvest Fund Management
China
$232K +$185K +2,761 New
LIM
99
Leavell Investment Management
Alabama
$223K +$172K +2,560 New
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$211K +$24.6K +367 +18%

DAVE Hedge Fund Activity: Q4 2024 in Review

131 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dave Inc (DAVE) for Q4 2024, worth a combined $762M — up 230% from $231M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new DAVE positions and 13 closed out — a net gain of 41 holders — while 43 added to existing stakes and 26 trimmed.

The largest buyer was Hood River Capital Management, adding an estimated $59M. The largest seller was UBS Group, cutting an estimated $15.8M.

  • 131 institutional investors held Dave Inc (DAVE) as of Q4 2024, up from 92 in Q3 2024.
  • Funds reported $762M of Dave Inc stock for Q4 2024, up 230% quarter-over-quarter.
  • 54 funds opened new Dave Inc positions in Q4 2024 and 13 closed out, a net change of +41 holders.
  • The largest Dave Inc buyer in Q4 2024 was Hood River Capital Management, an estimated $59M added.
  • The largest Dave Inc seller in Q4 2024 was UBS Group, an estimated $15.8M sold.

Based on aggregated 13F filings for Q4 2024.