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Dave Inc

247 hedge funds and large institutions have $2.64B invested in Dave Inc in 2025 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

55% more funds holding

Funds holding: 159247 (+88)

6.73% more ownership

Funds ownership: 76.4%83.13% (+6.7%)

8% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 61

Holders
247
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$234M
Puts
$30.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$400K
PCM
177
Prelude Capital Management
New York
$396K
M1FG
178
Mach-1 Financial Group
Arkansas
$385K
Cerity Partners
179
Cerity Partners
New York
$379K
Teacher Retirement System of Texas
180
Teacher Retirement System of Texas
Texas
$377K
CFP
181
Comprehensive Financial Planning
Pennsylvania
$359K
SCM
182
Semanteon Capital Management
Massachusetts
$358K
AWA
183
Arete Wealth Advisors
Illinois
$337K
TRCT
184
Tower Research Capital (TRC)
New York
$333K
Pictet Asset Management
185
Pictet Asset Management
Switzerland
$332K
Prudential Financial
186
Prudential Financial
New Jersey
$324K
WVP
187
Worth Venture Partners
New Jersey
$309K
CWM
188
CIBC World Markets
New York
$307K
PD
189
Point72 (DIFC)
United Arab Emirates
$291K
EC
190
EntryPoint Capital
New York
$282K
FCM
191
FJ Capital Management
Virginia
$281K
Mercer Global Advisors
192
Mercer Global Advisors
Colorado
$271K
PAG
193
Private Advisor Group
New Jersey
$268K
DTL
194
Dynamic Technology Lab
Singapore
$266K
HSBC Holdings
195
HSBC Holdings
United Kingdom
$260K
LGF
196
LGT Group Foundation
Liechtenstein
$258K
AIP
197
Ameritas Investment Partners
Nebraska
$254K
AIM
198
Aigen Investment Management
New York
$231K
WLPWM
199
Walled Lake Planning & Wealth Management
Illinois
$230K
IA
200
Inspire Advisors
Idaho
$229K