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Green Dot

186 hedge funds and large institutions have $621M invested in Green Dot in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 51 increasing their positions, 59 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $2.51M | Put options by funds: $772K

70% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 27

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more funds holding

Funds holding: 169186 (+17)

2.99% more ownership

Funds ownership: 84.47%87.46% (+3%)

1% less capital invested

Capital invested by funds: $628M → $621M (-$7.46M)

14% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 59

Holders
186
Holders Change
+17
Holders Change %
+10.06%
% of All Funds
2.26%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
46
Increased
51
Reduced
59
Closed
27
Calls
$2.51M
Puts
$772K
Net Calls
+$1.74M
Net Calls Change
-$3.52M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
176
True Wealth Design
Ohio
$731
PFBT
177
Parkside Financial Bank & Trust
Missouri
$705
PA
178
Parallel Advisors
California
$641
EP
179
Essential Partners
California
$551
NSIM
180
North Star Investment Management
Illinois
$282
SS
181
SBI Securities
Japan
$256 -$435 -35 -64%
IAIM
182
International Assets Investment Management
Florida
$256 +$248 +20 New
AssetMark Inc
183
AssetMark Inc
California
$218
AAP
184
Arax Advisory Partners
Colorado
$90 -$2.98K -240 -97%
CIAM
185
Caitong International Asset Management
Hong Kong
$90 +$87 +7 New
AWA
186
Acumen Wealth Advisors
Tennessee
$52 +$50 +4 New
Jacobs Levy Equity Management
187
Jacobs Levy Equity Management
New Jersey
-$9.95M -740,695 Closed
OFCM
188
One Fin Capital Management
California
-$5.77M -430,000 Closed
AI
189
Acuitas Investments
Washington
-$3.65M -271,611 Closed
EF
190
Empowered Funds
Pennsylvania
-$3.04M -226,599 Closed
PCA
191
Prospect Capital Advisors
California
-$2.8M -208,150 Closed
Wellington Management Group
192
Wellington Management Group
Massachusetts
-$2.53M -188,329 Closed
Ameriprise
193
Ameriprise
Minnesota
-$2.37M -176,542 Closed
MAM
194
Martingale Asset Management
Massachusetts
-$2.09M -155,969 Closed
BGIM
195
Brandywine Global Investment Management
Pennsylvania
-$1.5M -111,610 Closed
TI
196
Trexquant Investment
Connecticut
-$1.41M -105,311 Closed
Principal Financial Group
197
Principal Financial Group
Iowa
-$1.21M -90,362 Closed
Federated Hermes
198
Federated Hermes
Pennsylvania
-$1M -74,537 Closed
Acadian Asset Management
199
Acadian Asset Management
Massachusetts
-$665K -49,684 Closed
UM
200
Ulysses Management
New York
-$537K -40,000 Closed