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
TFGT
501
TS Financial Group (TSFG)
Illinois
$7K
SIC
502
Salem Investment Counselors
North Carolina
$6.91K
BL
503
BFSG LLC
California
$6.91K
TVWM
504
Tower View Wealth Management
Wisconsin
$6.91K
PW
505
Pandora Wealth
Illinois
$6.91K
BCM
506
Berbice Capital Management
New York
$6.91K
NEWAS
507
N.E.W. Advisory Services
Wisconsin
$6.91K
RWM
508
Rialto Wealth Management
New York
$6.64K
BIA
509
Bell Investment Advisors
California
$6.08K
JWA
510
JFS Wealth Advisors
Pennsylvania
$5.81K
AAG
511
Armstrong Advisory Group
Massachusetts
$4.5K
BCMLT
512
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.42K
Kayne Anderson Rudnick Investment Management
513
Kayne Anderson Rudnick Investment Management
California
$3.8K
CSB
514
City State Bank
Iowa
$3.8K
PFBT
515
Parkside Financial Bank & Trust
Missouri
$3.6K
AP
516
Aspect Partners
Virginia
$3.46K
QWM
517
Quaker Wealth Management
New Jersey
$3.25K
PIM
518
Plato Investment Management
Australia
$3.24K
CH
519
Cromwell Holdings
Wyoming
$3.04K
SWA
520
SOA Wealth Advisors
New York
$2.83K
CFO
521
CVA Family Office
Colorado
$2.42K
PPA
522
Painted Porch Advisors
California
$2.42K
TWD
523
True Wealth Design
Ohio
$2.42K
CPG
524
Cornerstone Planning Group
New Jersey
$1.8K
HFS
525
Hughes Financial Services
Virginia
$1.78K