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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
Janus Henderson Group
101
Janus Henderson Group
United Kingdom
$338K +$375K +4,000 New
IIM
102
INTECH Investment Management
Florida
$335K -$56.2K -600 -13%
OSAM
103
O'Shaughnessy Asset Management
Connecticut
$329K -$34.8K -371 -9%
Invesco
104
Invesco
Georgia
$325K -$32.4M -345,610 -99%
CF
105
Corebridge Financial
Texas
$325K -$5.34K -57 -1%
PWS
106
Precision Wealth Strategies
Missouri
$310K +$352K +3,751 New
CFG
107
Citizens Financial Group
Rhode Island
$306K +$84.3K +900 +32%
T. Rowe Price Associates
108
T. Rowe Price Associates
Maryland
$288K +$33.9K +362 +12%
New York State Common Retirement Fund
109
New York State Common Retirement Fund
New York
$281K
LCM
110
Laurion Capital Management
New York
$263K +$298K +3,180 New
SG Americas Securities
111
SG Americas Securities
New York
$259K -$75.3K -803 -20%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$259K +$66K +704 +29%
EC
113
EntryPoint Capital
New York
$257K -$385K -4,105 -57%
TRCT
114
Tower Research Capital (TRC)
New York
$247K +$219K +2,338 +361%
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$235K +$266K +2,840 New
OC
116
Oppenheimer & Co
New York
$228K -$669K -7,139 -72%
APW
117
Axim Planning & Wealth
Ohio
$224K +$254K +2,708 New
DT
118
Diversified Trust
Tennessee
$216K +$245K +2,610 New
ASRS
119
Arizona State Retirement System
Arizona
$213K +$242K +2,579 New
SOW
120
State of Wyoming
Wyoming
$206K -$368K -3,924 -61%
CW
121
CreativeOne Wealth
Kansas
$203K +$230K +2,458 New
DFCM
122
Dark Forest Capital Management
Puerto Rico
$203K +$230K +2,453 New
MG
123
Mather Group
Illinois
$181K
A
124
AlphaQuest
New York
$158K +$180K +1,917 New
SS
125
SBI Securities
Japan
$156K -$3.37K -36 -2%

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.