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Affirm

405 hedge funds and large institutions have $10.9B invested in Affirm in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 87 increasing their positions, 119 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+98
Holders Change %
+31.92%
% of All Funds
5.94%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.25%
New
142
Increased
87
Reduced
119
Closed
36
Calls
$1.21B
Puts
$1.32B
Net Calls
-$110M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
226
J.W. Cole Advisors
Florida
$453K +$453K +9,223 New
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
$437K -$147K -2,863 -25%
M
228
MYeCFO
California
$435K -$47.9K -975 -10%
NL
229
NWAM LLC
Washington
$420K +$420K +8,554 New
PAG
230
Private Advisor Group
New Jersey
$412K +$412K +8,385 New
UCFA
231
United Capital Financial Advisors
Texas
$405K +$405K +8,243 New
X
232
Xponance
Pennsylvania
$402K +$402K +8,188 New
Credit Agricole
233
Credit Agricole
France
$399K +$384K +7,824 +2,608%
AC
234
ASB Consultores
Florida
$399K +$399K +8,115 New
CG
235
Caprock Group
Idaho
$384K +$384K +7,818 New
BSW
236
Buckingham Strategic Wealth
Missouri
$362K +$362K +7,363 New
SC
237
Syon Capital
California
$360K +$360K +7,316 New
Cetera Investment Advisers
238
Cetera Investment Advisers
Illinois
$355K +$355K +7,215 New
HWM
239
HB Wealth Management
Georgia
$349K +$349K +7,112 New
SC
240
Shearwater Capital
Colorado
$344K +$344K +7,000 New
MML Investors Services
241
MML Investors Services
Massachusetts
$342K +$342K +6,959 New
CAN
242
Cetera Advisor Networks
California
$318K +$318K +6,466 New
AFS
243
AFG Fiduciary Services
Massachusetts
$317K +$317K +7,000 New
SC
244
Scotia Capital
Ontario, Canada
$314K +$314K +6,381 New
AR
245
Advisory Research
Illinois
$312K +$312K +6,343 New
IEFM
246
IQ EQ Fund Management
Ireland
$311K -$422K -8,592 -58%
BHCM
247
Brevan Howard Capital Management
Jersey
$305K +$305K +6,207 New
NFSG
248
Newbridge Financial Services Group
Florida
$302K -$226K -4,598 -43%
BFO
249
Biltmore Family Office
North Carolina
$300K +$300K +6,100 New
ECM
250
ExodusPoint Capital Management
New York
$292K -$526K -10,694 -64%