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Affirm

602 hedge funds and large institutions have $16.6B invested in Affirm in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 215 increasing their positions, 166 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.21% more ownership

Funds ownership: 79.44%79.65% (+0.21%)

9% less call options, than puts

Call options by funds: $1.4B | Put options by funds: $1.55B

46% less funds holding in top 10

Funds holding in top 10: 2815 (-13)

Holders
602
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.4B
Puts
$1.55B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UB
501
UMB Bank
Missouri
$41.9K
PS
502
Principal Securities
Iowa
$41.1K
LFG
503
Larson Financial Group
Missouri
$36.5K
SC
504
SouthState Corp
Florida
$36.2K
Bessemer Group
505
Bessemer Group
New Jersey
$36K
CAL
506
Capital Advisors Ltd
Ohio
$35K
BCM
507
Blume Capital Management
California
$33.3K
TCM
508
Triumph Capital Management
Colorado
$31.3K
CWM
509
Copia Wealth Management
Oregon
$29.4K
MG
510
Mather Group
Illinois
$29.4K
SC
511
Swan Capital
Florida
$29.2K
HI
512
Harbour Investments
Wisconsin
$25.9K
IUHSA
513
Itau Unibanco Holding S.A.
Brazil
$25.9K
AssetMark Inc
514
AssetMark Inc
California
$24.7K
OIA
515
Optimum Investment Advisors
Illinois
$24.1K
CPG
516
Cornerstone Planning Group
New Jersey
$23.6K
Fifth Third Bancorp
517
Fifth Third Bancorp
Ohio
$23.3K
GWSG
518
GPS Wealth Strategies Group
Colorado
$22.4K
NEWAS
519
N.E.W. Advisory Services
Wisconsin
$21.9K
RFP
520
Root Financial Partners
California
$20.2K
TRCT
521
Tower Research Capital (TRC)
New York
$19.6K
TWD
522
True Wealth Design
Ohio
$19.5K
AAG
523
Armstrong Advisory Group
Massachusetts
$19.4K
PWMG
524
Private Wealth Management Group
New Jersey
$18.5K
FFO
525
Fortitude Family Office
Arizona
$17.3K