553 hedge funds and large institutions have $15.5B invested in Affirm in 2025 Q2 according to their latest regulatory filings, with 133 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:

14% more funds holding

Funds holding: 484553 (+69)

2.79% more ownership

Funds ownership: 76.64%79.43% (+2.8%)

4% less call options, than puts

Call options by funds: $1.11B | Put options by funds: $1.15B

Holders
553
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
TVWM
501
Tower View Wealth Management
Wisconsin
$6.91K
BL
502
BFSG LLC
California
$6.91K
PW
503
Pandora Wealth
Illinois
$6.91K
BCM
504
Berbice Capital Management
New York
$6.91K
NEWAS
505
N.E.W. Advisory Services
Wisconsin
$6.91K
RWM
506
Rialto Wealth Management
New York
$6.64K
BIA
507
Bell Investment Advisors
California
$6.08K
JWA
508
JFS Wealth Advisors
Pennsylvania
$5.81K
AAG
509
Armstrong Advisory Group
Massachusetts
$4.5K
BCMLT
510
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.42K
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
AP
514
Aspect Partners
Virginia
$3.46K
QWM
515
Quaker Wealth Management
New Jersey
$3.25K
PIM
516
Plato Investment Management
Australia
$3.24K
CH
517
Cromwell Holdings
Wyoming
$3.04K
SWA
518
SOA Wealth Advisors
New York
$2.83K
CFO
519
CVA Family Office
Colorado
$2.42K
PPA
520
Painted Porch Advisors
California
$2.42K
TWD
521
True Wealth Design
Ohio
$2.42K
CPG
522
Cornerstone Planning Group
New Jersey
$1.8K
HFS
523
Hughes Financial Services
Virginia
$1.78K
RIL
524
Rothschild Investment LLC
Illinois
$1.73K
ADL
525
Asset Dedication LLC
California
$1.52K