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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
PCA
201
Pallas Capital Advisors
Massachusetts
$227K
SO
202
STRS Ohio
Ohio
$215K
CIP
203
Cornerstone Investment Partners
Georgia
$213K
GC
204
Garde Capital
Washington
$212K
KWA
205
Kingswood Wealth Advisors
California
$208K
New York State Teachers Retirement System (NYSTRS)
206
New York State Teachers Retirement System (NYSTRS)
New York
$192K
SOW
207
State of Wyoming
Wyoming
$154K
NS
208
NBC Securities
Alabama
$143K
CCA
209
Catalyst Capital Advisors
New York
$141K
US Bancorp
210
US Bancorp
Minnesota
$117K
ACA
211
Atlas Capital Advisors
Wyoming
$102K
GRP
212
Global Retirement Partners
California
$97.2K
KBC Group
213
KBC Group
Belgium
$85K
AB
214
Amalgamated Bank
New York
$73K
Nisa Investment Advisors
215
Nisa Investment Advisors
Missouri
$40.5K
MMCM
216
Murphy & Mullick Capital Management
New York
$38.6K
Comerica Bank
217
Comerica Bank
Texas
$31.4K
W
218
WealthCollab
Washington
$29.5K
GI
219
GAMMA Investing
California
$27.9K
CA
220
Clearstead Advisors
Ohio
$26.3K
TWD
221
True Wealth Design
Ohio
$23.9K
BNP Paribas Asset Management
222
BNP Paribas Asset Management
France
$23K
EWA
223
EverSource Wealth Advisors
Alabama
$14.5K
LFG
224
Larson Financial Group
Missouri
$14.2K
HIM
225
Hillsdale Investment Management
Ontario, Canada
$9.39K