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 %
FWM
376
Focused Wealth Management
New York
$2.46K
CFS
377
CGC Financial Services
Oregon
$2.46K
TWP
378
TFO Wealth Partners
Ohio
$2.11K
SWA
379
SOA Wealth Advisors
New York
$2.02K
AW
380
Avion Wealth
Texas
$2K -$3.16K -71 -61%
WOC
381
West Oak Capital
California
$2K
LJHT
382
Laurie J. Hall Trustee
$2K
BTI
383
Blue Trust Inc
Georgia
$2K +$2K +108 New
NRG
384
Nemes Rush Group
Michigan
$1.97K
CFO
385
CVA Family Office
Colorado
$1.72K +$1.72K +35 New
IGWM
386
ICA Group Wealth Management
Colorado
$1.47K +$1.47K +30 New
BCMLT
387
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.36K
SIC
388
SJS Investment Consulting
Ohio
$1.33K +$246 +5 +23%
PP
389
Paloma Partners
Connecticut
$1.23K -$15.7K -319 -93%
MPWT
390
MassMutual Private Wealth & Trust
Connecticut
$1.18K +$1.18K +24 New
RA
391
Rise Advisors
New York
$983
AWM
392
Able Wealth Management
New Jersey
$983 +$983 +20 New
HWA
393
Heritage Wealth Advisors
Virginia
$737
DPW
394
DiNuzzo Private Wealth
Pennsylvania
$590 +$590 +12 New
CA
395
Crewe Advisors
Utah
$295 +$295 +6 New
WPA
396
West Paces Advisors
Georgia
$246
LFG
397
Larson Financial Group
Missouri
$246 +$246 +5 New
CFGS
398
Concourse Financial Group Securities
Alabama
$196 +$196 +4 New
MA
399
MCF Advisors
Kentucky
$148 -$99 -2 -40%
HCP
400
Hexagon Capital Partners
Arkansas
$148