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
CPWM
351
Cypress Point Wealth Management
Texas
$363K
AL
352
Aspiriant LLC
California
$351K
SFS
353
Sowell Financial Services
Arkansas
$349K
Northwestern Mutual Wealth Management
354
Northwestern Mutual Wealth Management
Wisconsin
$346K
AF
355
Advisornet Financial
Minnesota
$346K
LNWWM
356
Laird Norton Wetherby Wealth Management
California
$346K
Stifel Financial
357
Stifel Financial
Missouri
$344K
S
358
SignatureFD
Georgia
$341K
IA
359
IFP Advisors
Florida
$341K
AWM
360
Avior Wealth Management
Nebraska
$339K
PFGIA
361
Patriot Financial Group Insurance Agency
Massachusetts
$337K
KCP
362
Kera Capital Partners
California
$331K
Carson Wealth (CWM LLC)
363
Carson Wealth (CWM LLC)
Nebraska
$330K
GI
364
GAMMA Investing
California
$321K
DT
365
Diversified Trust
Tennessee
$315K
AC
366
ASB Consultores
Florida
$312K
ACA
367
Aspire Capital Advisors
Washington
$310K
VT
368
Vise Technologies
New York
$303K
KAS
369
Kestra Advisory Services
Texas
$299K
FIA
370
Foundations Investment Advisors
Arizona
$298K
SH
371
SLT Holdings
Arizona
$298K
CB
372
Commerce Bank
Missouri
$293K
A
373
AlphaQuest
New York
$293K
VCM
374
Versant Capital Management
Arizona
$293K
CFO
375
Callan Family Office
Pennsylvania
$292K