555 hedge funds and large institutions have $15.5B invested in Affirm in 2025 Q2 according to their latest regulatory filings, with 135 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:

15% more funds holding

Funds holding: 484555 (+71)

2.8% more ownership

Funds ownership: 76.64%79.44% (+2.8%)

4% less call options, than puts

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

Holders
555
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
GWM
326
Geneos Wealth Management
Colorado
$471K
LBWM
327
Left Brain Wealth Management
Illinois
$465K
SLAML
328
Swiss Life Asset Management Ltd
$460K
AG
329
AlTi Global
New York
$458K
PNC Financial Services Group
330
PNC Financial Services Group
Pennsylvania
$449K
Wealth Enhancement Advisory Services
331
Wealth Enhancement Advisory Services
Minnesota
$441K
Vontobel Holding
332
Vontobel Holding
Switzerland
$441K
Focus Partners Wealth
333
Focus Partners Wealth
Massachusetts
$438K
HWM
334
HB Wealth Management
Georgia
$437K
BFO
335
Biltmore Family Office
North Carolina
$434K
Cambridge Investment Research Advisors
336
Cambridge Investment Research Advisors
Iowa
$424K
AWM
337
Apollon Wealth Management
South Carolina
$423K
Wealthfront Advisers
338
Wealthfront Advisers
California
$421K
SWM
339
SeaCrest Wealth Management
New York
$420K
AWA
340
Arete Wealth Advisors
Illinois
$413K
AAS
341
Avantax Advisory Services
Texas
$408K
HWM
342
Hemington Wealth Management
Virginia
$407K
HA
343
Huntleigh Advisors
Missouri
$406K
Jones Financial Companies
344
Jones Financial Companies
Missouri
$401K
MAS
345
Meeder Advisory Services
Ohio
$395K
CMF
346
Counterpoint Mutual Funds
California
$393K
LA
347
LVW Advisors
New York
$391K
OTL
348
Oak Thistle LLC
New York
$389K
HFP
349
Holistic Financial Partners
Indiana
$378K
CIA
350
Choate Investment Advisors
Massachusetts
$372K