484 hedge funds and large institutions have $9.66B invested in Affirm in 2025 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 183 increasing their positions, 143 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-11
Holders Change %
-2.22%
% of All Funds
6.57%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.18%
New
93
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 %
PWAM
451
Private Wealth Asset Management
Iowa
$1.09K +$1.09K +24 New
WCM
452
Winthrop Capital Management
Indiana
$1K +$1K +20 New
SIC
453
SJS Investment Consulting
Ohio
$995
ADL
454
Asset Dedication LLC
California
$995 +$995 +22 New
TWD
455
True Wealth Design
Ohio
$904 +$904 +20 New
CA
456
Continuum Advisory
Idaho
$859 +$45 +1 +6%
CPG
457
Cornerstone Planning Group
New Jersey
$796 +$187 +4 +31%
WA
458
Whipplewood Advisors
Colorado
$768 +$714 +227 +1,335%
PFBT
459
Parkside Financial Bank & Trust
Missouri
$724 +$407 +9 +129%
RA
460
Rise Advisors
New York
$723 +$723 +16 New
HWA
461
Heritage Wealth Advisors
Virginia
$678
PS
462
PayPay Securities
Japan
$637 -$46 -1 -7%
Fifth Third Bancorp
463
Fifth Third Bancorp
Ohio
$633 -$2.26K -50 -78%
DPW
464
DiNuzzo Private Wealth
Pennsylvania
$633 -$497 -11 -44%
BCWM
465
Bartlett & Co Wealth Management
Ohio
$633
DWM
466
Darwin Wealth Management
Florida
$609
CH
467
Cromwell Holdings
Wyoming
$542 +$542 +12 New
RAM
468
Riggs Asset Management
Pennsylvania
$498
RFS
469
Richardson Financial Services
Massachusetts
$497
VWM
470
Vermillion Wealth Management
Minnesota
$452
RIL
471
Rothschild Investment LLC
Illinois
$452 +$452 +10 New
HFS
472
Hughes Financial Services
Virginia
$410 +$410 +9 New
GFPC
473
Global Financial Private Client
Florida
$407 +$407 +9 New
MCM
474
MV Capital Management
Maryland
$362 +$45 +1 +14%
AWM
475
Activest Wealth Management
Florida
$362 +$362 +8 New