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Affirm

495 hedge funds and large institutions have $12.6B invested in Affirm in 2024 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 151 increasing their positions, 152 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+73
Holders Change %
+17.3%
% of All Funds
6.59%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.2%
New
129
Increased
151
Reduced
152
Closed
50
Calls
$1.25B
Puts
$1.24B
Net Calls
+$10.3M
Net Calls Change
-$172M
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
251
Integrated Wealth Concepts
Massachusetts
$667K +$667K +10,958 New
PCMC
252
Paragon Capital Management (Colorado)
Colorado
$656K
LBWM
253
Left Brain Wealth Management
Illinois
$653K +$653K +10,725 New
Cambridge Investment Research Advisors
254
Cambridge Investment Research Advisors
Iowa
$647K +$647K +10,627 New
KCP
255
Kera Capital Partners
California
$647K +$647K +10,620 New
OQS
256
Occudo Quantitative Strategies
Florida
$620K +$620K +10,184 New
Jacobs Levy Equity Management
257
Jacobs Levy Equity Management
New Jersey
$617K
RC
258
RBF Capital
California
$609K -$305K -5,000 -33%
GI
259
GAMCO Investors
Connecticut
$609K
STA
260
Summit Trail Advisors
New York
$608K +$222K +3,641 +57%
EH
261
Equitable Holdings
New York
$604K -$116K -1,910 -16%
KBC Group
262
KBC Group
Belgium
$591K +$205K +3,367 +53%
TWM
263
TriaGen Wealth Management
California
$585K +$585K +9,612 New
PAG
264
Private Advisor Group
New Jersey
$569K -$71.8K -1,179 -11%
Optiver Holding
265
Optiver Holding
Netherlands
$565K -$1.64M -26,885 -74%
CG
266
Caprock Group
Idaho
$563K +$46.9K +770 +9%
VA
267
Vident Advisory
Georgia
$559K +$107K +1,765 +24%
AG
268
AlTi Global
New York
$557K -$110K -1,809 -17%
Bank of Montreal
269
Bank of Montreal
Ontario, Canada
$552K -$43.6M -715,264 -99%
Franklin Resources
270
Franklin Resources
California
$542K +$123K +2,015 +29%
EF
271
Empowered Funds
Pennsylvania
$538K +$538K +8,838 New
PNC Financial Services Group
272
PNC Financial Services Group
Pennsylvania
$520K -$144K -2,361 -22%
AWA
273
Arete Wealth Advisors
Illinois
$517K +$153K +2,510 +42%
WLIM
274
White Lighthouse Investment Management
Massachusetts
$514K -$113K -1,852 -18%
Lazard Asset Management
275
Lazard Asset Management
New York
$511K +$87.1K +1,436 +21%