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Green Dot

173 hedge funds and large institutions have $520M invested in Green Dot in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more call options, than puts

Call options by funds: $5.94M | Put options by funds: $1.58M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

7% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 57

4.09% less ownership

Funds ownership: 87.46%83.37% (-4.1%)

7% less funds holding

Funds holding: 186173 (-13)

16% less capital invested

Capital invested by funds: $621M → $520M (-$101M)

26% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 39

Holders
173
Holders Change
-13
Holders Change %
-6.99%
% of All Funds
2.13%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
53
Reduced
57
Closed
39
Calls
$5.94M
Puts
$1.58M
Net Calls
+$4.36M
Net Calls Change
+$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
151
Quadrant Capital Group
Ohio
$2.81K -$2.38K -201 -45%
FNWA
152
Financial Network Wealth Advisors
Utah
$2.81K
CIAM
153
Caitong International Asset Management
Hong Kong
$2.29K +$2.33K +197 +2,814%
RIL
154
Rothschild Investment LLC
Illinois
$1.84K +$520 +44 +37%
PWA
155
Physician Wealth Advisors
Utah
$1.51K
AF
156
Allworth Financial
California
$1.46K
IA
157
IFP Advisors
Florida
$1.23K
WA
158
Whipplewood Advisors
Colorado
$987 +$1.04K +88 New
Group One Trading
159
Group One Trading
Illinois
$864 -$793 -67 -47%
SAM
160
Smartleaf Asset Management
Massachusetts
$715
TWD
161
True Wealth Design
Ohio
$640
PFBT
162
Parkside Financial Bank & Trust
Missouri
$618
PA
163
Parallel Advisors
California
$561
MSG
164
Main Street Group
Virginia
$561 +$591 +50 New
EP
165
Essential Partners
California
$482
RFP
166
Root Financial Partners
California
$471 +$497 +42 New
SHIM
167
Stone House Investment Management
Pennsylvania
$325 +$343 +29 New
NSIM
168
North Star Investment Management
Illinois
$247
IAIM
169
International Assets Investment Management
Florida
$224
SS
170
SBI Securities
Japan
$224
AssetMark Inc
171
AssetMark Inc
California
$191
Los Angeles Capital Management
172
Los Angeles Capital Management
California
$168 -$261K -22,100 -100%
MCM
173
MAI Capital Management
Ohio
$113 +$118 +10 New
TCM
174
Topline Capital Management
California
-$42.5M -3,315,574 Closed
WAM
175
Weiss Asset Management
Massachusetts
-$10.8M -843,152 Closed