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Affirm

605 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, 216 increasing their positions, 166 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
605
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
IWM
576
IMG Wealth Management
Florida
$1.53K
MAM
577
Marquette Asset Management
Minnesota
$1.46K
RA
578
Rise Advisors
New York
$1.17K
TCM
579
Tradewinds Capital Management
Washington
$1.1K
HWA
580
Heritage Wealth Advisors
Virginia
$1.1K
WCM
581
Winthrop Capital Management
Indiana
$1K
CCM
582
Cloud Capital Management
Washington
$1K
SIC
583
SJS Investment Consulting
Ohio
$951
TFG
584
Team Financial Group
California
$877
PFBT
585
Parkside Financial Bank & Trust
Missouri
$804
GFWA
586
Grey Fox Wealth Advisors
Delaware
$804
BCH
587
Berkshire Capital Holdings
California
$731
VWM
588
Vermillion Wealth Management
Minnesota
$731
ACA
589
American Capital Advisory
Idaho
$731
BHWM
590
Bay Harbor Wealth Management
Maryland
$584
TPBG
591
Turning Point Benefit Group
Maryland
$520
RWM
592
Rialto Wealth Management
New York
$512
HIA
593
HFM Investment Advisors
New Jersey
$512
DWM
594
Dogwood Wealth Management
Kansas
$512
Pacer Advisors
595
Pacer Advisors
Pennsylvania
$512
BIM
596
Breakwater Investment Management
Washington
$439
CVM
597
Cheviot Value Management
California
$380
QWM
598
Quaker Wealth Management
New Jersey
$366
DF
599
DecisionPoint Financial
Arizona
$298
SA
600
Seneschal Advisors
Washington
$293