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 %
SWC
251
Spectrum Wealth Counsel
Indiana
$288K +$288K +5,850 New
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$285K -$1.57K -32 -0.5%
HFP
253
Holistic Financial Partners
Indiana
$281K +$281K +5,711 New
CIBC Asset Management
254
CIBC Asset Management
Ontario, Canada
$277K +$277K +5,637 New
HWM
255
Hemington Wealth Management
Virginia
$274K +$274K +5,586 New
Franklin Resources
256
Franklin Resources
California
$274K +$274K +5,566 New
SAM
257
Silvercrest Asset Management
New York
$270K +$270K +5,500 New
S
258
SignatureFD
Georgia
$266K -$47.9K -975 -15%
WPW
259
Waldron Private Wealth
Pennsylvania
$266K +$266K +5,403 New
AC
260
AXQ Capital
New Jersey
$265K -$1.43M -29,163 -84%
BFM
261
Boothbay Fund Management
New York
$263K +$263K +5,360 New
Comerica Bank
262
Comerica Bank
Texas
$258K +$30.7K +624 +13%
CIA
263
Choate Investment Advisors
Massachusetts
$258K +$258K +5,245 New
MAS
264
Meeder Advisory Services
Ohio
$252K +$252K +5,134 New
BRWA
265
B. Riley Wealth Advisors
Florida
$252K +$252K +5,130 New
Cerity Partners
266
Cerity Partners
New York
$251K +$251K +5,116 New
AL
267
Aspiriant LLC
California
$248K +$248K +5,045 New
Cambridge Investment Research Advisors
268
Cambridge Investment Research Advisors
Iowa
$247K +$247K +5,017 New
AF
269
Advisornet Financial
Minnesota
$246K +$491 +10 +0.2%
WFI
270
West Family Investments
California
$239K +$239K +4,866 New
DT
271
Diversified Trust
Tennessee
$228K +$228K +4,643 New
Belvedere Trading
272
Belvedere Trading
Illinois
$218K +$218K +4,439 New
MIM
273
MetLife Investment Management
New Jersey
$215K -$967K -19,669 -82%
LNWWM
274
Laird Norton Wetherby Wealth Management
California
$214K +$214K +4,351 New
BL
275
Balentine LLC
Georgia
$214K +$214K +4,348 New