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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
WA
576
WPG Advisers
Maryland
$1.83K +$457 +6 +32%
WANY
577
Wealthspire Advisors (New York)
New York
$1.75K +$1.83K +24 New
HFS
578
Hughes Financial Services
Virginia
$1.75K
ADL
579
Asset Dedication LLC
California
$1.61K
BWL
580
Bogart Wealth LLC
Virginia
$1.53K -$90.7K -1,192 -98%
CT
581
Clearstead Trust
Maine
$1.53K
IWM
582
IMG Wealth Management
Florida
$1.53K +$1.6K +21 New
MAM
583
Marquette Asset Management
Minnesota
$1.46K +$1.52K +20 New
RA
584
Rise Advisors
New York
$1.17K +$457 +6 +60%
TCM
585
Tradewinds Capital Management
Washington
$1.1K
HWA
586
Heritage Wealth Advisors
Virginia
$1.1K
WCM
587
Winthrop Capital Management
Indiana
$1K
CCM
588
Cloud Capital Management
Washington
$1K +$1.75K +23 New
SIC
589
SJS Investment Consulting
Ohio
$951
TFG
590
Team Financial Group
California
$877
PFBT
591
Parkside Financial Bank & Trust
Missouri
$804 -$3.12K -41 -79%
GFWA
592
Grey Fox Wealth Advisors
Delaware
$804 +$837 +11 New
BCH
593
Berkshire Capital Holdings
California
$731 -$15.5M -203,590 -100%
VWM
594
Vermillion Wealth Management
Minnesota
$731
ACA
595
American Capital Advisory
Idaho
$731 +$152 +2 +25%
MCM
596
MV Capital Management
Maryland
$585
PWA
597
Principia Wealth Advisory
Texas
$585 +$152 +2 +33%
BHWM
598
Bay Harbor Wealth Management
Maryland
$584 +$304 +4 +100%
TPBG
599
Turning Point Benefit Group
Maryland
$520 +$533 +7 New
RWM
600
Rialto Wealth Management
New York
$512 -$6.77K -89 -93%