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613 hedge funds and large institutions have $16.6B invested in Affirm in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 220 increasing their positions, 168 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 93

31% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 168

9% more funds holding

Funds holding: 561613 (+52)

7% more capital invested

Capital invested by funds: $15.5B → $16.6B (+$1.09B)

0.23% more ownership

Funds ownership: 79.46%79.69% (+0.23%)

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
613
Holders Change
+52
Holders Change %
+9.27%
% of All Funds
8.05%
Holding in Top 10
15
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-46.43%
% of All Funds
0.2%
New
151
Increased
220
Reduced
168
Closed
93
Calls
$1.4B
Puts
$1.55B
Net Calls
-$142M
Net Calls Change
-$98M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
501
Sound Income Strategies
Florida
$66.1K
BTI
502
Blue Trust Inc
Georgia
$64.7K
GWSA
503
Global Wealth Strategies & Associates
Colorado
$59.5K -$61.9K -814 -50%
QCG
504
Quadrant Capital Group
Ohio
$58.5K +$61K +801 New
CIBC Private Wealth Group
505
CIBC Private Wealth Group
Georgia
$57.6K -$17.2K -226 -22%
QC
506
Quent Capital
New York
$42.6K +$44.4K +583 New
UB
507
UMB Bank
Missouri
$41.9K +$304 +4 +0.7%
PS
508
Principal Securities
Iowa
$41.1K +$4.41K +58 +11%
LFG
509
Larson Financial Group
Missouri
$36.5K +$16.2K +213 +74%
SC
510
SouthState Corp
Florida
$36.2K +$5.25K +69 +16%
Bessemer Group
511
Bessemer Group
New Jersey
$36K +$25.1K +330 +201%
CAL
512
Capital Advisors Ltd
Ohio
$35K
BCM
513
Blume Capital Management
California
$33.3K
NWMP
514
Noble Wealth Management PBC
Colorado
$32.9K +$34.2K +450 New
CWM
515
Copia Wealth Management
Oregon
$29.4K
MG
516
Mather Group
Illinois
$29.4K +$30.6K +402 New
SC
517
Swan Capital
Florida
$29.2K
HI
518
Harbour Investments
Wisconsin
$25.9K +$2.28K +30 +9%
IUHSA
519
Itau Unibanco Holding S.A.
Brazil
$25.9K -$1.37K -18 -5%
AssetMark Inc
520
AssetMark Inc
California
$24.7K +$13.5K +178 +111%
OIA
521
Optimum Investment Advisors
Illinois
$24.1K
CPG
522
Cornerstone Planning Group
New Jersey
$23.6K +$15K +197 +821%
Fifth Third Bancorp
523
Fifth Third Bancorp
Ohio
$23.3K
GWSG
524
GPS Wealth Strategies Group
Colorado
$22.4K
NEWAS
525
N.E.W. Advisory Services
Wisconsin
$21.9K +$15.2K +200 +200%