We are live on ! Find out more
AFRM icon

Affirm

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

16% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 196

0.56% less ownership

Funds ownership: 82.75%82.19% (-0.56%)

8% less funds holding

Funds holding: 639591 (-48)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

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
-48
Holders Change %
-7.51%
% of All Funds
7.28%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.21%
New
90
Increased
228
Reduced
196
Closed
128
Calls
$462M
Puts
$584M
Net Calls
-$123M
Net Calls Change
+$144M
Name Holding Trade Value Shares
Change
Change in
Stake
DPW
551
DiNuzzo Private Wealth
Pennsylvania
$1.1K -$289 -5 -17%
ADL
552
Asset Dedication LLC
California
$1.01K
HNB
553
Huntington National Bank
Ohio
$871 -$1.68K -29 -60%
MA
554
MCF Advisors
Kentucky
$871 +$1.1K +19 New
AF
555
Advisornet Financial
Minnesota
$825 -$115K -1,992 -99%
VWM
556
Vermillion Wealth Management
Minnesota
$779 +$404 +7 +70%
WA
557
Whipplewood Advisors
Colorado
$779 +$982 +17 New
BHWM
558
Bay Harbor Wealth Management
Maryland
$778
HFS
559
Hughes Financial Services
Virginia
$733 -$404 -7 -30%
NB
560
NBT Bank
New York
$733 +$924 +16 New
TCM
561
Tradewinds Capital Management
Washington
$688
ACA
562
American Capital Advisory
Idaho
$688 +$347 +6 +67%
HWA
563
Heritage Wealth Advisors
Virginia
$687
RCM
564
Raleigh Capital Management
North Carolina
$596 -$93.7K -1,622 -99%
CA
565
CoreCap Advisors
Michigan
$596 -$24.7K -428 -97%
LI
566
LRI Investments
Florida
$550 -$5.95K -103 -90%
TFG
567
Team Financial Group
California
$550
EP
568
Essential Partners
California
$504 -$116 -2 -15%
BFS
569
Bare Financial Services
Pennsylvania
$504 +$635 +11 New
CCWM
570
Cassaday & Co Wealth Management
Virginia
$459 +$578 +10 New
BCH
571
Berkshire Capital Holdings
California
$458
MCM
572
MV Capital Management
Maryland
$413 +$58 +1 +13%
1CP
573
1015 Capital Partners
Pennsylvania
$412 -$289 -5 -36%
FHC
574
First Horizon Corporation
Tennessee
$321 -$1.16K -20 -74%
HIA
575
HFM Investment Advisors
New Jersey
$321 -$173 -3 -30%