553 hedge funds and large institutions have $15.5B invested in Affirm in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 209 increasing their positions, 145 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
+69
Holders Change %
+14.26%
% of All Funds
7.41%
Holding in Top 10
28
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+115.38%
% of All Funds
0.38%
New
134
Increased
209
Reduced
145
Closed
60
Calls
$1.11B
Puts
$1.15B
Net Calls
-$44.3M
Net Calls Change
-$148M
Name Holding Trade Value Shares
Change
Shares
Change %
STA
276
Summit Trail Advisors
New York
$823K +$72.7K +1,052 +10%
FVCM
277
F&V Capital Management
Florida
$818K +$818K +11,835 New
Cerity Partners
278
Cerity Partners
New York
$816K +$501K +7,241 +159%
MIM
279
MetLife Investment Management
New Jersey
$811K +$489K +7,072 +152%
FDP
280
Financiere des Professionnels
Quebec, Canada
$799K +$799K +11,558 New
SFA
281
Sequoia Financial Advisors
Ohio
$796K -$14.2K -206 -2%
PAG
282
Private Advisor Group
New Jersey
$793K +$409K +5,919 +107%
RA
283
RFG Advisory
Alabama
$793K +$401K +5,807 +102%
BP
284
BBR Partners
New York
$786K
CCA
285
Cravens & Co Advisors
Tennessee
$784K -$17.5K -253 -2%
CPIG
286
Chicago Partners Investment Group
Illinois
$782K -$243K -3,696 -24%
PAP
287
Persistent Asset Partners
Hong Kong
$760K +$760K +10,989 New
AWM
288
Ameliora Wealth Management
Switzerland
$757K +$757K +10,950 New
QCM
289
Qsemble Capital Management
New York
$751K +$751K +10,868 New
CFM
290
Catalyst Funds Management
Australia
$747K -$1.16M -16,800 -61%
PCMC
291
Paragon Capital Management (Colorado)
Colorado
$745K
WLIM
292
White Lighthouse Investment Management
Massachusetts
$743K +$83.1K +1,202 +13%
Rockefeller Capital Management
293
Rockefeller Capital Management
New York
$734K -$193K -2,785 -21%
AWS
294
Atria Wealth Solutions
New York
$729K +$182K +2,628 +33%
PFS
295
Prospera Financial Services
Texas
$711K -$67.6K -977 -9%
TFA
296
Toth Financial Advisory
Virginia
$705K +$705K +10,200 New
Envestnet Portfolio Solutions
297
Envestnet Portfolio Solutions
Illinois
$703K -$138K -1,991 -16%
AS
298
Altshuler Shaham
Israel
$629K +$159K +2,300 +34%
EI
299
Ellevest Inc
New York
$612K -$17K -246 -3%
CCIA
300
Campbell & Co Investment Adviser
Maryland
$608K +$608K +8,798 New