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Green Dot

179 hedge funds and large institutions have $502M invested in Green Dot in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 67 increasing their positions, 60 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
-3
Holders Change %
-1.65%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
34
Increased
67
Reduced
60
Closed
37
Calls
$3.76M
Puts
$214K
Net Calls
+$3.55M
Net Calls Change
+$3.44M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
151
Versant Capital Management
Arizona
$16.9K +$15.7K +1,456 +1,336%
SCM
152
Sterling Capital Management
North Carolina
$15.5K +$5.53K +513 +55%
EWA
153
EverSource Wealth Advisors
Alabama
$14.7K +$13.6K +1,262 +1,262%
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$13.2K +$2.72K +252 +26%
GI
155
GAMMA Investing
California
$10.8K +$3.61K +335 +50%
FFA
156
Farther Finance Advisors
California
$8.9K +$2.31K +214 +35%
Osaic Holdings
157
Osaic Holdings
Arizona
$7.54K -$18.5K -1,750 -71%
CIAM
158
Caitong International Asset Management
Hong Kong
$6.39K +$6.39K +593 New
WA
159
WPG Advisers
Maryland
$6.38K
WA
160
Whipplewood Advisors
Colorado
$4.13K -$418K -38,749 -99%
IA
161
IFP Advisors
Florida
$3.73K -$600 -55 Closed
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$3.28K -$1.42K -132 -30%
BFS
163
Burkett Financial Services
South Carolina
$2.85K
FNWA
164
Financial Network Wealth Advisors
Utah
$2.7K +$2.7K +250 New
Comerica Bank
165
Comerica Bank
Texas
$2.59K
PWA
166
Physician Wealth Advisors
Utah
$1.46K +$1.46K +135 New
AF
167
Allworth Financial
California
$1.4K +$604 +56 +76%
RIL
168
Rothschild Investment LLC
Illinois
$1.29K -$323 -30 -20%
C
169
Covestor
United Kingdom
$1K +$129 +13 +15%
TWD
170
True Wealth Design
Ohio
$615 +$97 +9 +19%
SS
171
SBI Securities
Japan
$593
PFBT
172
Parkside Financial Bank & Trust
Missouri
$593 +$593 +55 New
PA
173
Parallel Advisors
California
$547 +$547 +51 New
MSG
174
Main Street Group
Virginia
$539
KHC
175
Koesten Hirschmann & Crabtree
Kansas
$504 +$504 +47 New