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
GWM
326
Geneos Wealth Management
Colorado
$471K
LBWM
327
Left Brain Wealth Management
Illinois
$465K
AG
328
AlTi Global
New York
$458K
PNC Financial Services Group
329
PNC Financial Services Group
Pennsylvania
$449K
Wealth Enhancement Advisory Services
330
Wealth Enhancement Advisory Services
Minnesota
$441K
Vontobel Holding
331
Vontobel Holding
Switzerland
$441K
Focus Partners Wealth
332
Focus Partners Wealth
Massachusetts
$438K
HWM
333
HB Wealth Management
Georgia
$437K
BFO
334
Biltmore Family Office
North Carolina
$434K
Cambridge Investment Research Advisors
335
Cambridge Investment Research Advisors
Iowa
$424K
AWM
336
Apollon Wealth Management
South Carolina
$423K
Wealthfront Advisers
337
Wealthfront Advisers
California
$421K
SWM
338
SeaCrest Wealth Management
New York
$420K
AWA
339
Arete Wealth Advisors
Illinois
$413K
AAS
340
Avantax Advisory Services
Texas
$408K
HWM
341
Hemington Wealth Management
Virginia
$407K
HA
342
Huntleigh Advisors
Missouri
$406K
Jones Financial Companies
343
Jones Financial Companies
Missouri
$401K
MAS
344
Meeder Advisory Services
Ohio
$395K
CMF
345
Counterpoint Mutual Funds
California
$393K
LA
346
LVW Advisors
New York
$391K
OTL
347
Oak Thistle LLC
New York
$389K
HFP
348
Holistic Financial Partners
Indiana
$378K
CIA
349
Choate Investment Advisors
Massachusetts
$372K
IWC
350
Integrated Wealth Concepts
Massachusetts
$365K