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591 hedge funds and large institutions have $11B invested in Affirm in 2026 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 228 increasing their positions, 196 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 196

0.56% less ownership

Funds ownership: 82.75%82.19% (-0.56%)

8% less funds holding

Funds holding: 639591 (-48)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

21% less call options, than puts

Call options by funds: $462M | Put options by funds: $584M

30% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 128

38% less capital invested

Capital invested by funds: $17.8B → $11B (-$6.76B)

Holders
591
Holders Change
-48
Holders Change %
-7.51%
% of All Funds
7.28%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.21%
New
90
Increased
228
Reduced
196
Closed
128
Calls
$462M
Puts
$584M
Net Calls
-$123M
Net Calls Change
+$144M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
701
Clearstead Advisors
Ohio
-$8.11K -109 Closed
TC
702
Truvestments Capital
Florida
-$4.76K -64 Closed
AUB
703
Atlantic Union Bankshares
Virginia
-$3.87K -52 Closed
WWA
704
Wealth Watch Advisors
Colorado
-$3.05K -41 Closed
PIS
705
POM Investment Strategies
North Carolina
-$2.31K -31 Closed
WA
706
WPG Advisers
Maryland
-$1.86K -25 Closed
DWM
707
Dogwood Wealth Management
Kansas
-$1.79K -24 Closed
SGK
708
Steigerwald Gordon & Koch
Virginia
-$1.12K -15 Closed
VWWMG
709
Vermillion & White Wealth Management Group
Pennsylvania
-$1.12K -15 Closed
IPS
710
Investors Portfolio Services
Washington
-$826 -11 Closed
TPBG
711
Turning Point Benefit Group
Maryland
-$521 -7 Closed
CIA
712
Cape Investment Advisory
Georgia
-$447 -6 Closed
RJA
713
Ross\Johnson & Associates
Minnesota
-$372 -5 Closed
FAMI
714
Fideuram Asset Management (Ireland)
-$305 -4 Closed
DT
715
DV Trading
Illinois
-$223 -3 Closed
HI
716
Horizon Investments
North Carolina
-$223 -3 Closed
OC
717
Optima Capital
Oregon
-$223 -3 Closed
KFI
718
Key Financial Inc
Pennsylvania
-$149 -2 Closed
Pacer Advisors
719
Pacer Advisors
Pennsylvania
+$58 +1 +14%