DAVE icon

Dave Inc

271 hedge funds and large institutions have $1.86B invested in Dave Inc in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 106 increasing their positions, 74 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

7% less funds holding

Funds holding: 291271 (-20)

19% less capital invested

Capital invested by funds: $2.3B → $1.86B (-$442M)

20% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 71

Holders
271
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$270M
Puts
$53.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$949K
AG
127
Algert Global
California
$865K
Manulife (Manufacturers Life Insurance)
128
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$858K
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$849K
HCA
130
Harbour Capital Advisors
Virginia
$849K
MWM
131
Moran Wealth Management
Florida
$846K
Mirae Asset Global ETFs Holdings
132
Mirae Asset Global ETFs Holdings
Hong Kong
$844K
Citigroup
133
Citigroup
New York
$838K
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$786K
SO
135
STRS Ohio
Ohio
$749K
LIM
136
Leavell Investment Management
Alabama
$740K
ASC
137
Ares Systematic Credit
$678K
Polen Capital Management
138
Polen Capital Management
Florida
$674K
New York State Common Retirement Fund
139
New York State Common Retirement Fund
New York
$627K
MIM
140
Meros Investment Management
Texas
$620K
IIM
141
INTECH Investment Management
Florida
$614K
XT
142
XTX Topco
Cayman Islands
$612K
MP
143
Mangrove Partners
Connecticut
$560K
Prudential Financial
144
Prudential Financial
New Jersey
$542K
DT
145
Diversified Trust
Tennessee
$541K
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$541K
ASRS
147
Arizona State Retirement System
Arizona
$525K
Wealth Enhancement Advisory Services
148
Wealth Enhancement Advisory Services
Minnesota
$523K
Pathstone Holdings
149
Pathstone Holdings
New Jersey
$521K
RP
150
Regal Partners
Australia
$519K