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Green Dot

174 hedge funds and large institutions have $520M invested in Green Dot in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 39 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:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

6% less funds holding

Funds holding: 186174 (-12)

16% less capital invested

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

23% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 39

Holders
174
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.94M
Puts
$1.58M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
151
Burkett Financial Services
South Carolina
$2.96K
QCG
152
Quadrant Capital Group
Ohio
$2.81K
FNWA
153
Financial Network Wealth Advisors
Utah
$2.81K
CIAM
154
Caitong International Asset Management
Hong Kong
$2.29K
RIL
155
Rothschild Investment LLC
Illinois
$1.84K
PWA
156
Physician Wealth Advisors
Utah
$1.51K
AF
157
Allworth Financial
California
$1.46K
IA
158
IFP Advisors
Florida
$1.23K
WA
159
Whipplewood Advisors
Colorado
$987
Group One Trading
160
Group One Trading
Illinois
$864
SAM
161
Smartleaf Asset Management
Massachusetts
$715
TWD
162
True Wealth Design
Ohio
$640
PFBT
163
Parkside Financial Bank & Trust
Missouri
$618
PA
164
Parallel Advisors
California
$561
MSG
165
Main Street Group
Virginia
$561
EP
166
Essential Partners
California
$482
RFP
167
Root Financial Partners
California
$471
SHIM
168
Stone House Investment Management
Pennsylvania
$325
NSIM
169
North Star Investment Management
Illinois
$247
SS
170
SBI Securities
Japan
$224
IAIM
171
International Assets Investment Management
Florida
$224
AssetMark Inc
172
AssetMark Inc
California
$191
Los Angeles Capital Management
173
Los Angeles Capital Management
California
$168
MCM
174
MAI Capital Management
Ohio
$113
TCM
175
Topline Capital Management
California