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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
BL
551
BFSG LLC
California
$7.31K
TVWM
552
Tower View Wealth Management
Wisconsin
$7.31K
AP
553
Aspect Partners
Virginia
$6.94K +$3.42K +45 +90%
SL
554
Salomon & Ludwin
Virginia
$6.51K +$6.62K +87 New
BIA
555
Bell Investment Advisors
California
$6.43K
JWA
556
JFS Wealth Advisors
Pennsylvania
$6.29K +$152 +2 +2%
CA
557
CoreCap Advisors
Michigan
$6.07K -$17.5K -230 -73%
MAM
558
Meeder Asset Management
Ohio
$4.97K -$10K -132 -66%
CSB
559
City State Bank
Iowa
$4.02K
Kayne Anderson Rudnick Investment Management
560
Kayne Anderson Rudnick Investment Management
California
$4.02K
NS
561
NBC Securities
Alabama
$3.8K +$3.96K +52 New
EP
562
Essential Partners
California
$3.36K +$2.06K +27 +142%
CH
563
Cromwell Holdings
Wyoming
$3.22K
CFO
564
CVA Family Office
Colorado
$3.07K +$533 +7 +20%
SWA
565
SOA Wealth Advisors
New York
$3K
PS
566
PayPay Securities
Japan
$2.65K +$1.98K +26 +260%
PPA
567
Painted Porch Advisors
California
$2.56K
RWS
568
Retirement Wealth Solutions
Wisconsin
$2.48K +$2.59K +34 New
CA
569
Clearstead Advisors
Ohio
$2.41K -$18.4K -242 -88%
DPW
570
DiNuzzo Private Wealth
Pennsylvania
$2.3K +$304 +4 +18%
PWA
571
Physician Wealth Advisors
Utah
$2.27K +$1.6K +21 +210%
HHGA
572
Halbert Hargrove Global Advisors
California
$2.27K +$2.36K +31 New
RIL
573
Rothschild Investment LLC
Illinois
$2.05K +$228 +3 +12%
AW
574
Avion Wealth
Texas
$2K +$457 +6 +27%
TFA
575
Transamerica Financial Advisors
Florida
$1.97K +$2.06K +27 New