555 hedge funds and large institutions have $15.5B invested in Affirm in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 209 increasing their positions, 145 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

15% more funds holding

Funds holding: 484555 (+71)

2.8% more ownership

Funds ownership: 76.64%79.44% (+2.8%)

4% less call options, than puts

Call options by funds: $1.11B | Put options by funds: $1.15B

Holders
555
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.11B
Puts
$1.15B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIW
476
Holos Integrated Wealth
Pennsylvania
$18.7K
PWMG
477
Private Wealth Management Group
New Jersey
$17.5K
MTC
478
Matrix Trust Company
Colorado
$17K
FFO
479
Fortitude Family Office
Arizona
$15.2K
TC
480
Tacita Capital
Ontario, Canada
$13.8K
ACM
481
Accent Capital Management
Ohio
$13.8K
MAM
482
Meeder Asset Management
Ohio
$13.8K
MYIA
483
Mount Yale Investment Advisors
Colorado
$12.6K
Fuller & Thaler Asset Management
484
Fuller & Thaler Asset Management
California
$12.1K
S
485
Sachetta
Massachusetts
$11.7K
JFG
486
JDM Financial Group
Texas
$11.5K
HPC
487
HM Payson & Co
Maine
$11.1K
AssetMark Inc
488
AssetMark Inc
California
$11.1K
Bessemer Group
489
Bessemer Group
New Jersey
$11K
BBHC
490
Brown Brothers Harriman & Co
New York
$10.9K
MPWT
491
MassMutual Private Wealth & Trust
Connecticut
$10K
KWM
492
Kiker Wealth Management
Georgia
$8.99K
TIM
493
Tortoise Investment Management
New York
$8.57K
BGAI
494
Bruce G. Allen Investments
Colorado
$8.5K
AAS
495
Ameritas Advisory Services
Nebraska
$8.5K
BLC
496
Brown, Lisle/Cummings
Rhode Island
$8.3K
HFS
497
Hantz Financial Services
Michigan
$8K
LI
498
LRI Investments
Florida
$7.95K
TPWA
499
Twin Peaks Wealth Advisors
California
$7.23K
TPCW
500
TD Private Client Wealth
New York
$7.12K