382 hedge funds and large institutions have $7.19B invested in Affirm in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 125 increasing their positions, 112 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
-23
Holders Change %
-5.68%
% of All Funds
5.54%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.16%
New
66
Increased
125
Reduced
112
Closed
85
Calls
$648M
Puts
$758M
Net Calls
-$110M
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
226
Creative Planning
Kansas
$376K -$11.3K -304 -3%
Russell Investments Group
227
Russell Investments Group
United Kingdom
$373K +$332K +8,908 +808%
GI
228
GAMCO Investors
Connecticut
$373K
G
229
Gainplan
Michigan
$373K +$373K +10,000 New
HWM
230
HB Wealth Management
Georgia
$369K +$104K +2,794 +39%
WLIM
231
White Lighthouse Investment Management
Massachusetts
$367K -$81.6K -2,190 -18%
PAG
232
Private Advisor Group
New Jersey
$349K +$36.3K +975 +12%
X
233
Xponance
Pennsylvania
$333K +$27.8K +745 +9%
SFA
234
Sequoia Financial Advisors
Ohio
$328K -$549K -14,728 -63%
EI
235
Ethic Inc
New York
$319K +$319K +8,574 New
MML Investors Services
236
MML Investors Services
Massachusetts
$311K +$51.9K +1,395 +20%
Bank of Montreal
237
Bank of Montreal
Ontario, Canada
$306K -$13.1K -349 -4%
CG
238
Caprock Group
Idaho
$293K +$1.27K +34 +0.4%
OR
239
Olympiad Research
Connecticut
$290K +$290K +7,790 New
BSW
240
Buckingham Strategic Wealth
Missouri
$287K +$12.2K +328 +4%
Corient Private Wealth
241
Corient Private Wealth
Florida
$286K -$184K -4,949 -39%
OA
242
Oracle Alpha
Ontario, Canada
$286K -$96.7K -2,594 -25%
UCFA
243
United Capital Financial Advisors
Texas
$280K -$27.5K -738 -9%
PCM
244
Prelude Capital Management
New York
$279K +$279K +7,478 New
CA
245
Cetera Advisors
Colorado
$269K -$89.2K -2,395 -25%
OC
246
Oppenheimer & Co
New York
$265K +$265K +7,110 New
SC
247
Shearwater Capital
Colorado
$261K
AAS
248
Avantax Advisory Services
Texas
$258K +$258K +6,937 New
FFM
249
Forum Financial Management
Illinois
$255K +$255K +6,852 New
Franklin Resources
250
Franklin Resources
California
$251K +$43.9K +1,177 +21%