485 hedge funds and large institutions have $9.66B invested in Affirm in 2025 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 183 increasing their positions, 143 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
-10
Holders Change %
-2.02%
% of All Funds
6.59%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.18%
New
94
Increased
183
Reduced
143
Closed
98
Calls
$687M
Puts
$583M
Net Calls
+$104M
Net Calls Change
+$93.7M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
401
Optimum Investment Advisors
Illinois
$14.9K
C
402
Covestor
United Kingdom
$14K +$90 +2 +0.6%
UB
403
UMB Bank
Missouri
$13.8K +$4.75K +105 +53%
HI
404
Harbour Investments
Wisconsin
$13.7K -$6.42K -142 -32%
TPCW
405
TD Private Client Wealth
New York
$12.8K +$12.8K +284 New
BT
406
Banque Transatlantique
France
$12.5K +$12.5K +300 New
TCM
407
Tradewinds Capital Management
Washington
$12K
HIW
408
Holos Integrated Wealth
Pennsylvania
$11.7K
PWMG
409
Private Wealth Management Group
New Jersey
$11.4K
SSG
410
Summit Securities Group
New York
$10.6K +$10.6K +234 New
ACM
411
Accent Capital Management
Ohio
$9.04K -$4.52K -100 -33%
TC
412
Tacita Capital
Ontario, Canada
$9.04K
CWM
413
Compass Wealth Management
Connecticut
$9.04K +$9.04K +200 New
Fuller & Thaler Asset Management
414
Fuller & Thaler Asset Management
California
$7.91K
JFG
415
JDM Financial Group
Texas
$7.55K
MAM
416
Meeder Asset Management
Ohio
$7.5K +$4.34K +96 +137%
HPC
417
HM Payson & Co
Maine
$7.23K
S
418
Sachetta
Massachusetts
$7.1K
Bessemer Group
419
Bessemer Group
New Jersey
$7K +$7K +164 New
SC
420
SouthState Corp
Florida
$6.64K +$6.64K +147 New
MCM
421
Manchester Capital Management
Vermont
$6.1K
KWM
422
Kiker Wealth Management
Georgia
$5.88K +$5.88K +130 New
FFO
423
Fortitude Family Office
Arizona
$5.6K
BGAI
424
Bruce G. Allen Investments
Colorado
$5.56K
BLC
425
Brown, Lisle/Cummings
Rhode Island
$5.42K