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Affirm
AFRM

Overview Fund Activity

553 hedge funds and large institutions have $15.5B invested in Affirm in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 209 increasing their positions, 145 reducing their positions, and 61 closing their positions.

Holders
553
Holders Change
+68
Holders Change %
+14.02%
% of All Funds
7.42%
Holding in Top 10
28
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+115.38%
% of All Funds
0.38%
New
134
Increased
209
Reduced
145
Closed
61
Calls
$1.11B
Puts
$1.15B
Net Calls
-$44.3M
Net Calls Change
-$148M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.08B
2
AM
2
Atreides Management
Massachusetts
$137M
3
WRCM
3
Whale Rock Capital Management
Massachusetts
$88.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$666M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.53B

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$10.4M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$87.8M
3
Holocene Advisors
3
Holocene Advisors
New York
$62.4M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$521M
5
JCAM
5
Jericho Capital Asset Management
New York
$253M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
501
Salem Investment Counselors
North Carolina
$6.91K – – –
TVWM
502
Tower View Wealth Management
Wisconsin
$6.91K – – –
PW
503
Pandora Wealth
Illinois
$6.91K +$3.11K +45 +82%
NEWAS
504
N.E.W. Advisory Services
Wisconsin
$6.91K +$6.91K +100 New
BCM
505
Berbice Capital Management
New York
$6.91K +$6.91K +100 New
RWM
506
Rialto Wealth Management
New York
$6.64K +$6.64K +96 New
BIA
507
Bell Investment Advisors
California
$6.09K +$1.25K +18 +26%
JWA
508
JFS Wealth Advisors
Pennsylvania
$5.81K +$415 +6 +8%
AAG
509
Armstrong Advisory Group
Massachusetts
$4.5K – – –
BCMLT
510
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.43K – – –
CSB
511
City State Bank
Iowa
$3.8K – – –
Kayne Anderson Rudnick Investment Management
512
Kayne Anderson Rudnick Investment Management
California
$3.8K – – –
PFBT
513
Parkside Financial Bank & Trust
Missouri
$3.6K +$2.49K +36 +225%
AP
514
Aspect Partners
Virginia
$3.46K – – –
QWM
515
Quaker Wealth Management
New Jersey
$3.25K +$3.25K +47 New
PIM
516
Plato Investment Management
Australia
$3.24K +$276 +4 +9%
CH
517
Cromwell Holdings
Wyoming
$3.04K +$2.21K +32 +267%
SWA
518
SOA Wealth Advisors
New York
$2.84K – – –
CFO
519
CVA Family Office
Colorado
$2.42K – – –
PPA
520
Painted Porch Advisors
California
$2.42K – – –
TWD
521
True Wealth Design
Ohio
$2.42K +$1.04K +15 +75%
CPG
522
Cornerstone Planning Group
New Jersey
$1.8K +$524 +7 +41%
HFS
523
Hughes Financial Services
Virginia
$1.78K +$1.08K +14 +156%
RIL
524
Rothschild Investment LLC
Illinois
$1.73K +$1.04K +15 +150%
ADL
525
Asset Dedication LLC
California
$1.52K – – –
19 20
21
22 23