307 hedge funds and large institutions have $4.17B invested in Affirm in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 98 increasing their positions, 87 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
4.89%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
51
Increased
98
Reduced
87
Closed
49
Calls
$361M
Puts
$365M
Net Calls
-$3.92M
Net Calls Change
-$40.4M
Name Holding Trade Value Shares
Change
Shares
Change %
VNA
276
Valley National Advisers
Pennsylvania
$2K +$2K +80 New
HPC
277
HM Payson & Co
Maine
$1.92K +$128 +6 +7%
BCM
278
Blume Capital Management
California
$1.7K
GI
279
Gradient Investments
Minnesota
$1.64K
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$1.51K -$489 -23 -24%
AWM
281
AllSquare Wealth Management
New York
$1.45K
FFA
282
Farther Finance Advisors
California
$1.45K +$21 +1 +1%
BAAM
283
Baker Avenue Asset Management
California
$1.09K -$638 -30 -37%
CFS
284
CGC Financial Services
Oregon
$1.06K
FWM
285
Focused Wealth Management
New York
$1.06K
AW
286
Avion Wealth
Texas
$1K -$129 -15 -11%
LJHT
287
Laurie J. Hall Trustee
$1K
CSB
288
City State Bank
Iowa
$1K
WOC
289
West Oak Capital
California
$1K
SFG
290
Steward Financial Group
Texas
$1K +$1K +69 New
BCMLT
291
Beacon Capital Management LLC (Tennessee)
Tennessee
$981
JWA
292
JFS Wealth Advisors
Pennsylvania
$915 +$915 +43 New
SWA
293
SOA Wealth Advisors
New York
$872
NRG
294
Nemes Rush Group
Michigan
$851
TWP
295
TFO Wealth Partners
Ohio
$659 +$659 +43 New
NIC
296
Northwest Investment Counselors
Oregon
$596 +$596 +28 New
SIC
297
SJS Investment Consulting
Ohio
$468 +$468 +22 New
RA
298
Rise Advisors
New York
$425
HNB
299
Huntington National Bank
Ohio
$383
HWA
300
Heritage Wealth Advisors
Virginia
$319