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Affirm
AFRM

Overview Fund Activity

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

Top Buyers

1
BlackRock
BlackRock
New York
+$168M
2
AM
Atreides Management
Massachusetts
+$115M
3
WRCM
Whale Rock Capital Management
Massachusetts
+$88.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$83.3M
5
Morgan Stanley
Morgan Stanley
New York
+$67.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$175M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$114M
3
Holocene Advisors
Holocene Advisors
New York
-$110M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$102M
5
JCAM
Jericho Capital Asset Management
New York
-$96.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
301
Wedmont Private Capital
Pennsylvania
$598K +$8.91K +129 +2%
BCI
302
Brinker Capital Investments
Pennsylvania
$598K +$598K +8,649 New
EF
303
Empowered Funds
Pennsylvania
$591K -$574K -8,302 -49%
TWC
304
TD Waterhouse Canada
Ontario, Canada
$584K -$37K -552 -6%
IFPG
305
Intrepid Financial Planning Group
Indiana
$577K – – –
CWM
306
Congress Wealth Management
Massachusetts
$567K +$567K +8,200 New
CIBC Asset Management
307
CIBC Asset Management
Ontario, Canada
$560K – – –
GA
308
GraniteShares Advisors
New York
$554K +$554K +8,007 New
IFWM
309
Institute for Wealth Management
Colorado
$543K – – –
MC
310
Machina Capital
France
$532K +$532K +7,693 New
SCM
311
Sterling Capital Management
North Carolina
$517K -$479K -6,931 -48%
RS
312
Rakuten Securities
Japan
$516K +$327K +4,727 +172%
SPIA
313
Steward Partners Investment Advisory
New York
$516K +$330K +4,780 +178%
FFM
314
Forum Financial Management
Illinois
$516K -$6.78K -98 -1%
KPWS
315
Kestra Private Wealth Services
Texas
$510K +$103K +1,492 +25%
SAM
316
Shell Asset Management
Netherlands
$505K -$91.1K -1,318 -15%
ECM
317
Everence Capital Management
Indiana
$500K – – –
OIM
318
Oder Investment Management
California
$498K -$13.7K -198 -3%
UCFA
319
United Capital Financial Advisors
Texas
$488K +$22.7K +329 +5%
GWMR
320
GC Wealth Management RIA
Massachusetts
$485K +$485K +7,012 New
SC
321
Shearwater Capital
Colorado
$484K – – –
Capstone Investment Advisors
322
Capstone Investment Advisors
New York
$477K -$310K -4,478 -39%
PAS
323
Park Avenue Securities
New York
$475K +$475K +6,866 New
QWM
324
Quadcap Wealth Management
Texas
$475K +$24.3K +352 +5%
KBC Group
325
KBC Group
Belgium
$473K -$255K -3,689 -35%
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