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591 hedge funds and large institutions have $11B invested in Affirm in 2026 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 228 increasing their positions, 196 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

21% less call options, than puts

Call options by funds: $462M | Put options by funds: $584M

30% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 128

38% less capital invested

Capital invested by funds: $17.8B → $11B (-$6.76B)

Holders
591
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$462M
Puts
$584M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
476
Swan Capital
Florida
$18.3K
KFAS
477
Keating Financial Advisory Services
Kansas
$17.5K
SC
478
SouthState Corp
Florida
$17.3K
CFO
479
CVA Family Office
Colorado
$16.9K
PUI
480
Purpose Unlimited Inc
$16.4K
GSIAS
481
Garden State Investment Advisory Services
New Jersey
$16.2K
RFP
482
Root Financial Partners
California
$15.8K
MPWT
483
MassMutual Private Wealth & Trust
Connecticut
$15.3K
Bessemer Group
484
Bessemer Group
New Jersey
$15K
AssetMark Inc
485
AssetMark Inc
California
$14K
TAR
486
Trask Adam Roland
$13.7K
OCWP
487
Owl Creek Wealth Partners
Colorado
$13.3K
ZBNA
488
Zions Bancorporation, National Association
Utah
$12.5K
HIW
489
Holos Integrated Wealth
Pennsylvania
$12.3K
PWMG
490
Private Wealth Management Group
New Jersey
$11.5K
MCA
491
McGuire Capital Advisors
Oklahoma
$11.5K
BAM
492
Byrne Asset Management
New Jersey
$11.5K
FFO
493
Fortitude Family Office
Arizona
$11K
RIL
494
Rothschild Investment LLC
Illinois
$9.85K
BIA
495
Bell Investment Advisors
California
$9.44K
TC
496
Tacita Capital
Ontario, Canada
$9.16K
BWA
497
Basecamp Wealth Advisors
Washington
$8.89K
CTC
498
Central Trust Company
Missouri
$8.57K
AP
499
Aspect Partners
Virginia
$8.57K
AW
500
Ankerstar Wealth
Texas
$8.57K