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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
RFP
526
Root Financial Partners
California
$20.2K +$21.1K +277 New
TRCT
527
Tower Research Capital (TRC)
New York
$19.6K -$4.26K -56 -17%
TWD
528
True Wealth Design
Ohio
$19.5K +$17.7K +232 +663%
AAG
529
Armstrong Advisory Group
Massachusetts
$19.4K +$15.2K +200 +308%
PWMG
530
Private Wealth Management Group
New Jersey
$18.5K
HIW
531
Holos Integrated Wealth
Pennsylvania
$18.4K
FFO
532
Fortitude Family Office
Arizona
$17.3K +$1.29K +17 +8%
C
533
Covestor
United Kingdom
$17K -$6.24K -82 -26%
MTC
534
Matrix Trust Company
Colorado
$15K -$3.2K -42 -17%
TC
535
Tacita Capital
Ontario, Canada
$14.6K
TFIPS
536
Towarzystwo Funduszy Inwestycyjnych PZU SA
$14.6K +$15.2K +200 New
MPWT
537
MassMutual Private Wealth & Trust
Connecticut
$13.6K +$3.12K +41 +28%
S
538
Sachetta
Massachusetts
$12.4K
JFG
539
JDM Financial Group
Texas
$12.2K
CIAM
540
Caitong International Asset Management
Hong Kong
$12K +$12.5K +164 New
HPC
541
HM Payson & Co
Maine
$11.9K +$228 +3 +2%
BBHC
542
Brown Brothers Harriman & Co
New York
$11.5K
JWM
543
JPL Wealth Management
Colorado
$10.9K +$11.3K +149 New
TIM
544
Tortoise Investment Management
New York
$10.1K +$1.06K +14 +11%
T. Rowe Price Investment Management
545
T. Rowe Price Investment Management
Maryland
$9K +$9.13K +120 New
BGAI
546
Bruce G. Allen Investments
Colorado
$8.99K
TPCW
547
TD Private Client Wealth
New York
$8.48K +$989 +13 +13%
LI
548
LRI Investments
Florida
$8.4K
HNB
549
Huntington National Bank
Ohio
$8.26K -$21K -276 -71%
HFS
550
Hantz Financial Services
Michigan
$8K