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
IWC
351
Integrated Wealth Concepts
Massachusetts
$365K
CPWM
352
Cypress Point Wealth Management
Texas
$363K
AL
353
Aspiriant LLC
California
$351K
SFS
354
Sowell Financial Services
Arkansas
$349K
Northwestern Mutual Wealth Management
355
Northwestern Mutual Wealth Management
Wisconsin
$346K
AF
356
Advisornet Financial
Minnesota
$346K
LNWWM
357
Laird Norton Wetherby Wealth Management
California
$346K
Stifel Financial
358
Stifel Financial
Missouri
$344K
S
359
SignatureFD
Georgia
$341K
IA
360
IFP Advisors
Florida
$341K
AWM
361
Avior Wealth Management
Nebraska
$339K
PFGIA
362
Patriot Financial Group Insurance Agency
Massachusetts
$337K
KCP
363
Kera Capital Partners
California
$331K
Carson Wealth (CWM LLC)
364
Carson Wealth (CWM LLC)
Nebraska
$330K
GI
365
GAMMA Investing
California
$321K
DT
366
Diversified Trust
Tennessee
$315K
AC
367
ASB Consultores
Florida
$312K
ACA
368
Aspire Capital Advisors
Washington
$310K
VT
369
Vise Technologies
New York
$303K
KAS
370
Kestra Advisory Services
Texas
$299K
FIA
371
Foundations Investment Advisors
Arizona
$298K
SH
372
SLT Holdings
Arizona
$298K
CB
373
Commerce Bank
Missouri
$293K
A
374
AlphaQuest
New York
$293K
VCM
375
Versant Capital Management
Arizona
$293K