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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

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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

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
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
$2.51M
Puts
$772K
Net Calls
Net Calls Change
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
IAIM
182
International Assets Investment Management
Florida
$256
AssetMark Inc
183
AssetMark Inc
California
$218
AAP
184
Arax Advisory Partners
Colorado
$90
CIAM
185
Caitong International Asset Management
Hong Kong
$90
AWA
186
Acumen Wealth Advisors
Tennessee
$52
Jacobs Levy Equity Management
187
Jacobs Levy Equity Management
New Jersey
OFCM
188
One Fin Capital Management
California
AI
189
Acuitas Investments
Washington
EF
190
Empowered Funds
Pennsylvania
PCA
191
Prospect Capital Advisors
California
Wellington Management Group
192
Wellington Management Group
Massachusetts
Ameriprise
193
Ameriprise
Minnesota
MAM
194
Martingale Asset Management
Massachusetts
BGIM
195
Brandywine Global Investment Management
Pennsylvania
TI
196
Trexquant Investment
Connecticut
Principal Financial Group
197
Principal Financial Group
Iowa
Federated Hermes
198
Federated Hermes
Pennsylvania
Acadian Asset Management
199
Acadian Asset Management
Massachusetts
UM
200
Ulysses Management
New York