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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
HWAM
151
Hennion & Walsh Asset Management
New Jersey
$519K
Cerity Partners
152
Cerity Partners
New York
$507K
HSBC Holdings
153
HSBC Holdings
United Kingdom
$498K
KK
154
KLP Kapitalforvaltning
Norway
$487K
VIA
155
Vanguard Investments Australia
Australia
$485K
PFSRSONJ
156
Police & Firemen's Retirement System of New Jersey
New Jersey
$481K
SOADOR
157
State of Alaska Department of Revenue
Alaska
$480K
State Board of Administration of Florida Retirement System
158
State Board of Administration of Florida Retirement System
Florida
$478K
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$478K
QCM
160
Qsemble Capital Management
New York
$469K
AC
161
Allstate Corporation
Illinois
$466K
MML Investors Services
162
MML Investors Services
Massachusetts
$464K
Victory Capital Management
163
Victory Capital Management
Texas
$446K
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$436K
EMFAT
165
Emerald Mutual Fund Advisers Trust
Pennsylvania
$431K
MC
166
Maverick Capital
Texas
$431K
CL
167
CIM LLC
New York
$392K
Mariner
168
Mariner
Kansas
$387K
GA
169
GoalVest Advisory
New York
$383K
IP
170
Interval Partners
New York
$382K
OF
171
Optimize Financial
California
$381K
SOW
172
State of Wyoming
Wyoming
$380K
CAM
173
Cresset Asset Management
Illinois
$378K
Envestnet Asset Management
174
Envestnet Asset Management
Illinois
$376K
EP
175
Edgestream Partners
New Jersey
$373K