609 hedge funds and large institutions have $16.6B invested in Affirm in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 218 increasing their positions, 167 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.21% more ownership

Funds ownership: 79.44%79.65% (+0.21%)

9% less call options, than puts

Call options by funds: $1.4B | Put options by funds: $1.55B

46% less funds holding in top 10

Funds holding in top 10: 2815 (-13)

Holders
609
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.4B
Puts
$1.55B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$954K
FF
302
Friedenthal Financial
New Jersey
$939K
LNWTC
303
Laird Norton Wetherby Trust Company
Washington
$930K
CAM
304
Cresset Asset Management
Illinois
$922K
IMCOOI
305
Investment Management Corp of Ontario (IMCO)
Canada
$922K
M
306
MYeCFO
California
$917K
HS
307
HighVista Strategies
Massachusetts
$914K
HWM
308
HB Wealth Management
Georgia
$912K
LAM
309
LECAP Asset Management
United Kingdom
$901K
OAM
310
Oppenheimer Asset Management
New York
$889K
MAC
311
Mason & Associates (California)
California
$886K
EGM
312
Engineers Gate Manager
New York
$882K
MIM
313
MetLife Investment Management
New Jersey
$879K
GI
314
GAMCO Investors
Connecticut
$877K
FVCM
315
F&V Capital Management
Florida
$874K
AAP
316
Arax Advisory Partners
Colorado
$848K
Jones Financial Companies
317
Jones Financial Companies
Missouri
$841K
BP
318
BBR Partners
New York
$831K
BNP Paribas Asset Management
319
BNP Paribas Asset Management
France
$816K
Wealth Enhancement Advisory Services
320
Wealth Enhancement Advisory Services
Minnesota
$803K
SFA
321
Sequoia Financial Advisors
Ohio
$797K
WLG
322
Williamson Legacy Group
Indiana
$789K
PCMC
323
Paragon Capital Management (Colorado)
Colorado
$787K
FDCDDQ
324
Federation des caisses Desjardins du Quebec
Quebec, Canada
$785K
Bank of Nova Scotia
325
Bank of Nova Scotia
Ontario, Canada
$775K