553 hedge funds and large institutions have $15.5B invested in Affirm in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 209 increasing their positions, 145 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

14% more funds holding

Funds holding: 484553 (+69)

2.79% more ownership

Funds ownership: 76.64%79.43% (+2.8%)

4% less call options, than puts

Call options by funds: $1.11B | Put options by funds: $1.15B

Holders
553
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.11B
Puts
$1.15B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
301
Wedmont Private Capital
Pennsylvania
$598K
BCI
302
Brinker Capital Investments
Pennsylvania
$598K
EF
303
Empowered Funds
Pennsylvania
$591K
TWC
304
TD Waterhouse Canada
Ontario, Canada
$584K
IFPG
305
Intrepid Financial Planning Group
Indiana
$577K
CWM
306
Congress Wealth Management
Massachusetts
$567K
CIBC Asset Management
307
CIBC Asset Management
Ontario, Canada
$560K
GA
308
GraniteShares Advisors
New York
$554K
IFWM
309
Institute for Wealth Management
Colorado
$543K
MC
310
Machina Capital
France
$532K
SCM
311
Sterling Capital Management
North Carolina
$517K
RS
312
Rakuten Securities
Japan
$516K
SPIA
313
Steward Partners Investment Advisory
New York
$516K
FFM
314
Forum Financial Management
Illinois
$516K
KPWS
315
Kestra Private Wealth Services
Texas
$510K
SAM
316
Shell Asset Management
Netherlands
$505K
ECM
317
Everence Capital Management
Indiana
$500K
OIM
318
Oder Investment Management
California
$498K
UCFA
319
United Capital Financial Advisors
Texas
$488K
GWMR
320
GC Wealth Management RIA
Massachusetts
$485K
SC
321
Shearwater Capital
Colorado
$484K
Capstone Investment Advisors
322
Capstone Investment Advisors
New York
$477K
PAS
323
Park Avenue Securities
New York
$475K
QWM
324
Quadcap Wealth Management
Texas
$475K
KBC Group
325
KBC Group
Belgium
$473K