599 hedge funds and large institutions have $16.6B invested in Affirm in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 212 increasing their positions, 166 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.2% more ownership

Funds ownership: 79.44%79.64% (+0.2%)

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
599
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.4B
Puts
$1.55B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CH
551
Cromwell Holdings
Wyoming
$3.22K
CFO
552
CVA Family Office
Colorado
$3.07K
SWA
553
SOA Wealth Advisors
New York
$3K
PS
554
PayPay Securities
Japan
$2.65K
RWS
555
Retirement Wealth Solutions
Wisconsin
$2.48K
CA
556
Clearstead Advisors
Ohio
$2.41K
DPW
557
DiNuzzo Private Wealth
Pennsylvania
$2.3K
PWA
558
Physician Wealth Advisors
Utah
$2.27K
HHGA
559
Halbert Hargrove Global Advisors
California
$2.27K
RIL
560
Rothschild Investment LLC
Illinois
$2.05K
AW
561
Avion Wealth
Texas
$2K
TFA
562
Transamerica Financial Advisors
Florida
$1.97K
WA
563
WPG Advisers
Maryland
$1.83K
WANY
564
Wealthspire Advisors (New York)
New York
$1.75K
HFS
565
Hughes Financial Services
Virginia
$1.75K
ADL
566
Asset Dedication LLC
California
$1.61K
BWL
567
Bogart Wealth LLC
Virginia
$1.53K
CT
568
Clearstead Trust
Maine
$1.53K
IWM
569
IMG Wealth Management
Florida
$1.53K
MAM
570
Marquette Asset Management
Minnesota
$1.46K
RA
571
Rise Advisors
New York
$1.17K
TCM
572
Tradewinds Capital Management
Washington
$1.1K
HWA
573
Heritage Wealth Advisors
Virginia
$1.1K
WCM
574
Winthrop Capital Management
Indiana
$1K
CCM
575
Cloud Capital Management
Washington
$1K