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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

16% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 196

0.56% less ownership

Funds ownership: 82.75%82.19% (-0.56%)

8% less funds holding

Funds holding: 639591 (-48)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

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
-48
Holders Change %
-7.51%
% of All Funds
7.28%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.21%
New
90
Increased
228
Reduced
196
Closed
128
Calls
$462M
Puts
$584M
Net Calls
-$123M
Net Calls Change
+$144M
Name Holding Trade Value Shares
Change
Change in
Stake
RBI
501
Raiffeisen Bank International
Austria
$8.39K
TPCW
502
TD Private Client Wealth
New York
$8.29K +$4.39K +76 +72%
S
503
Sachetta
Massachusetts
$7.74K
JFG
504
JDM Financial Group
Texas
$7.65K
HPC
505
HM Payson & Co
Maine
$7.47K -$5.2K -90 -36%
PWPS
506
Pinnacle Wealth Planning Services
Ohio
$7.24K -$141K -2,447 -94%
BBHC
507
Brown Brothers Harriman & Co
New York
$7.19K
C
508
Covestor
United Kingdom
$6K -$5.95K -103 -45%
AW
509
Avion Wealth
Texas
$6K +$6.12K +106 +424%
BGAI
510
Bruce G. Allen Investments
Colorado
$5.64K
VR
511
Vision Retirement
New Jersey
$5.64K
JWA
512
JFS Wealth Advisors
Pennsylvania
$4.9K -$1.56K -27 -20%
CWM
513
Copia Wealth Management
Oregon
$4.67K -$18.1K -313 -75%
B
514
Bayban
Minnesota
$4.58K
BL
515
BFSG LLC
California
$4.58K
TVWM
516
Tower View Wealth Management
Wisconsin
$4.58K
PWA
517
Physician Wealth Advisors
Utah
$4.31K +$3.64K +63 +203%
RIAS
518
Rachor Investment Advisory Services
Michigan
$4.03K +$809 +14 +19%
HFS
519
Hantz Financial Services
Michigan
$4K -$1.5K -26 -23%
SIC
520
SJS Investment Consulting
Ohio
$3.99K +$3K +52 +149%
CPG
521
Cornerstone Planning Group
New Jersey
$3.94K +$1.73K +30 +103%
AF
522
Abound Financial
California
$3.9K
NSIM
523
North Star Investment Management
Illinois
$3.62K +$4.16K +72 +1,029%
EWP
524
Elevation Wealth Partners
California
$3.39K +$2.89K +50 +208%
JWM
525
JPL Wealth Management
Colorado
$3.25K +$4.1K +71 New