405 hedge funds and large institutions have $10.9B invested in Affirm in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 87 increasing their positions, 119 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+98
Holders Change %
+31.92%
% of All Funds
5.94%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.25%
New
142
Increased
87
Reduced
119
Closed
36
Calls
$1.21B
Puts
$1.32B
Net Calls
-$110M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Shares
Change %
BGAI
351
Bruce G. Allen Investments
Colorado
$6.88K +$6.88K +140 New
FFO
352
Fortitude Family Office
Arizona
$6.09K +$6.09K +124 New
HGERS
353
Householder Group Estate & Retirement Specialist
Arizona
$6K
S
354
Sachetta
Massachusetts
$5.8K +$5.8K +118 New
AWM
355
Avior Wealth Management
Nebraska
$5.8K +$5.8K +118 New
GWM
356
Geneos Wealth Management
Colorado
$5.65K
TIM
357
Tortoise Investment Management
New York
$5.41K
TVWM
358
Tower View Wealth Management
Wisconsin
$5K
TWM
359
Tradition Wealth Management
Minnesota
$5K +$5K +100 New
SIC
360
Salem Investment Counselors
North Carolina
$4.91K
BL
361
BFSG LLC
California
$4.91K +$4.91K +100 New
ASN
362
Advisory Services Network
Georgia
$4.67K -$4.03M -81,931 -100%
BCM
363
Blume Capital Management
California
$3.93K
GI
364
Gradient Investments
Minnesota
$3.78K
CIA
365
Cape Investment Advisory
Georgia
$3.69K +$3.69K +75 New
BIA
366
Bell Investment Advisors
California
$3.44K -$1.52K -31 -31%
SA
367
Scarborough Advisors
Maryland
$3.44K +$3.44K +70 New
AWM
368
AllSquare Wealth Management
New York
$3.34K
VF
369
VitalStone Financial
Texas
$3K
CSB
370
City State Bank
Iowa
$3K
VAG
371
VisionPoint Advisory Group
Texas
$2.8K +$2.8K +57 New
AT
372
Arlington Trust
Alabama
$2.7K +$2.7K +55 New
Kayne Anderson Rudnick Investment Management
373
Kayne Anderson Rudnick Investment Management
California
$2.7K +$2.7K +55 New
JWA
374
JFS Wealth Advisors
Pennsylvania
$2.61K +$492 +10 +23%
CWM
375
CarsonAllaria Wealth Management
Illinois
$2.46K -$2.46K -50 -50%