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613 hedge funds and large institutions have $16.6B invested in Affirm in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 220 increasing their positions, 168 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 93

31% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 168

9% more funds holding

Funds holding: 561613 (+52)

7% more capital invested

Capital invested by funds: $15.5B → $16.6B (+$1.09B)

0.23% more ownership

Funds ownership: 79.46%79.69% (+0.23%)

9% less call options, than puts

Call options by funds: $1.4B | Put options by funds: $1.55B

46% less funds holding in top 10

Funds holding in top 10: 2815 (-13)

Holders
613
Holders Change
+52
Holders Change %
+9.27%
% of All Funds
8.05%
Holding in Top 10
15
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-46.43%
% of All Funds
0.2%
New
151
Increased
220
Reduced
168
Closed
93
Calls
$1.4B
Puts
$1.55B
Net Calls
-$142M
Net Calls Change
-$98M
Name Holding Trade Value Shares
Change
Change in
Stake
QWM
376
Quadcap Wealth Management
Texas
$507K +$5.25K +69 +1%
Swedbank
377
Swedbank
Sweden
$506K +$527K +6,928 New
KPWS
378
Kestra Private Wealth Services
Texas
$500K -$40.1K -527 -7%
IWC
379
Integrated Wealth Concepts
Massachusetts
$495K +$113K +1,490 +28%
GWM
380
Geneos Wealth Management
Colorado
$494K -$4.79K -63 -0.9%
Jennison Associates
381
Jennison Associates
New York
$492K +$513K +6,737 New
LBWM
382
Left Brain Wealth Management
Illinois
$491K
KCP
383
Kera Capital Partners
California
$482K +$137K +1,805 +38%
EMFAT
384
Emerald Mutual Fund Advisers Trust
Pennsylvania
$476K +$496K +6,520 New
CW
385
CreativeOne Wealth
Kansas
$464K +$484K +6,356 New
AWM
386
Apollon Wealth Management
South Carolina
$463K +$16.1K +212 +3%
BFO
387
Biltmore Family Office
North Carolina
$462K +$4.34K +57 +0.9%
GA
388
GraniteShares Advisors
New York
$461K -$130K -1,705 -21%
SWM
389
SeaCrest Wealth Management
New York
$456K -$1.6K -21 -0.3%
LSA
390
Leonteq Securities AG
Switzerland
$443K +$377K +4,958 +447%
ACA
391
Aspire Capital Advisors
Washington
$437K +$114K +1,499 +33%
IIA
392
IPG Investment Advisors
California
$435K +$453K +5,959 New
MAS
393
Meeder Advisory Services
Ohio
$433K +$16.5K +217 +4%
HWM
394
Hemington Wealth Management
Virginia
$433K +$3.27K +43 +0.7%
HA
395
Huntleigh Advisors
Missouri
$430K +$1.22K +16 +0.3%
WLIM
396
White Lighthouse Investment Management
Massachusetts
$426K -$374K -4,909 -46%
MWM
397
Moran Wealth Management
Florida
$420K +$169K +2,218 +63%
CIA
398
Choate Investment Advisors
Massachusetts
$406K +$12.8K +168 +3%
HFP
399
Holistic Financial Partners
Indiana
$402K +$2.21K +29 +0.5%
PCM
400
PAR Capital Management
Massachusetts
$402K +$419K +5,500 New