609 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, 218 increasing their positions, 167 reducing their positions, and 93 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: $ → $

0.21% more ownership

Funds ownership: 79.44%79.65% (+0.21%)

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
609
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
BWL
576
Bogart Wealth LLC
Virginia
$1.53K
CT
577
Clearstead Trust
Maine
$1.53K
IWM
578
IMG Wealth Management
Florida
$1.53K
MAM
579
Marquette Asset Management
Minnesota
$1.46K
RA
580
Rise Advisors
New York
$1.17K
TCM
581
Tradewinds Capital Management
Washington
$1.1K
HWA
582
Heritage Wealth Advisors
Virginia
$1.1K
WCM
583
Winthrop Capital Management
Indiana
$1K
CCM
584
Cloud Capital Management
Washington
$1K
SIC
585
SJS Investment Consulting
Ohio
$951
TFG
586
Team Financial Group
California
$877
PFBT
587
Parkside Financial Bank & Trust
Missouri
$804
GFWA
588
Grey Fox Wealth Advisors
Delaware
$804
BCH
589
Berkshire Capital Holdings
California
$731
VWM
590
Vermillion Wealth Management
Minnesota
$731
ACA
591
American Capital Advisory
Idaho
$731
MCM
592
MV Capital Management
Maryland
$585
PWA
593
Principia Wealth Advisory
Texas
$585
BHWM
594
Bay Harbor Wealth Management
Maryland
$584
TPBG
595
Turning Point Benefit Group
Maryland
$520
RWM
596
Rialto Wealth Management
New York
$512
HIA
597
HFM Investment Advisors
New Jersey
$512
DWM
598
Dogwood Wealth Management
Kansas
$512
Pacer Advisors
599
Pacer Advisors
Pennsylvania
$512
BIM
600
Breakwater Investment Management
Washington
$439