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591 hedge funds and large institutions have $11B invested in Affirm in 2026 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 228 increasing their positions, 196 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

21% less call options, than puts

Call options by funds: $462M | Put options by funds: $584M

30% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 128

38% less capital invested

Capital invested by funds: $17.8B → $11B (-$6.76B)

Holders
591
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$462M
Puts
$584M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMA
526
Cedar Mountain Advisors
Oregon
$3.07K
AAG
527
Armstrong Advisory Group
Massachusetts
$2.98K
TPWA
528
Twin Peaks Wealth Advisors
California
$2.93K
BWL
529
Bogart Wealth LLC
Virginia
$2.84K
MAM
530
Meeder Asset Management
Ohio
$2.7K
EC
531
Elequin Capital
New York
$2.66K
TWD
532
True Wealth Design
Ohio
$2.57K
CSB
533
City State Bank
Iowa
$2.52K
Kayne Anderson Rudnick Investment Management
534
Kayne Anderson Rudnick Investment Management
California
$2.52K
TM
535
Torren Management
California
$2.43K
CH
536
Cromwell Holdings
Wyoming
$2.43K
AT
537
Arlington Trust
Alabama
$2.43K
GCS
538
Gordian Capital (Singapore)
Singapore
$2.29K
CT
539
Clearstead Trust
Maine
$2.25K
SWM
540
SHP Wealth Management
Massachusetts
$2.07K
HHCP
541
Hilton Head Capital Partners
South Carolina
$2.06K
CI
542
CX Institutional
Indiana
$2K
PFBT
543
Parkside Financial Bank & Trust
Missouri
$1.97K
SWA
544
SOA Wealth Advisors
New York
$1.88K
RWS
545
Retirement Wealth Solutions
Wisconsin
$1.6K
IAS
546
IMA Advisory Services
Colorado
$1.42K
IWS
547
Intentional Wealth Strategies
Colorado
$1.42K
RF
548
Rossby Financial
Florida
$1.27K
PS
549
PayPay Securities
Japan
$1.27K
SEP
550
Signature Equity Partners
Ohio
$1.15K