382 hedge funds and large institutions have $7.19B invested in Affirm in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 125 increasing their positions, 112 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
-23
Holders Change %
-5.68%
% of All Funds
5.54%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.16%
New
66
Increased
125
Reduced
112
Closed
85
Calls
$648M
Puts
$758M
Net Calls
-$110M
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Shares
Change %
LJHT
351
Laurie J. Hall Trustee
$2K
JWA
352
JFS Wealth Advisors
Pennsylvania
$1.98K
CWM
353
CarsonAllaria Wealth Management
Illinois
$1.86K
CFS
354
CGC Financial Services
Oregon
$1.86K
MPWT
355
MassMutual Private Wealth & Trust
Connecticut
$1.6K +$708 +19 +79%
SWA
356
SOA Wealth Advisors
New York
$1.53K
CFO
357
CVA Family Office
Colorado
$1.3K
IGWM
358
ICA Group Wealth Management
Colorado
$1.12K
NIC
359
Northwest Investment Counselors
Oregon
$1.04K +$1.04K +28 New
SIC
360
SJS Investment Consulting
Ohio
$1.01K
WOC
361
West Oak Capital
California
$1K
WCM
362
Winthrop Capital Management
Indiana
$1K +$1K +30 New
HNB
363
Huntington National Bank
Ohio
$932 -$11.7K -314 -93%
EC
364
Elequin Capital
New York
$894 +$894 +24 New
RA
365
Rise Advisors
New York
$745
RFS
366
Richardson Financial Services
Massachusetts
$745 +$745 +20 New
HWA
367
Heritage Wealth Advisors
Virginia
$559
CA
368
Continuum Advisory
Idaho
$557 +$557 +16 New
DPW
369
DiNuzzo Private Wealth
Pennsylvania
$522 +$75 +2 +17%
CFGS
370
Concourse Financial Group Securities
Alabama
$447 +$298 +8 +200%
BCH
371
Berkshire Capital Holdings
California
$373 -$8.37M -224,460 -100%
AWM
372
Abound Wealth Management
Tennessee
$299 +$299 +8 New
FGAM
373
Financial Gravity Asset Management
Texas
$298 +$298 +8 New
CIBC Private Wealth Group
374
CIBC Private Wealth Group
Georgia
$279 +$279 +8 New
AWM
375
Avior Wealth Management
Nebraska
$260 -$4.12K -111 -94%