405 hedge funds and large institutions have $10.9B invested in Affirm in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 87 increasing their positions, 119 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+98
Holders Change %
+31.92%
% of All Funds
5.94%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.25%
New
142
Increased
87
Reduced
119
Closed
36
Calls
$1.21B
Puts
$1.32B
Net Calls
-$110M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Shares
Change %
Principal Financial Group
201
Principal Financial Group
Iowa
$698K -$142K -2,894 -17%
CC
202
Cipher Capital
New York
$687K +$200K +4,061 +41%
AP
203
AtonRa Partners
Switzerland
$680K -$214K -4,347 -24%
AG
204
AlTi Global
New York
$661K +$661K +13,454 New
OAM
205
Oppenheimer Asset Management
New York
$639K -$616K -12,536 -49%
GCP
206
GSA Capital Partners
United Kingdom
$636K -$1.64M -33,331 -72%
Corient Private Wealth
207
Corient Private Wealth
Florida
$620K +$620K +12,627 New
URS
208
Utah Retirement Systems
Utah
$614K -$616K -12,530 -50%
SCM
209
Shelton Capital Management
Colorado
$601K
WLIM
210
White Lighthouse Investment Management
Massachusetts
$591K +$591K +12,035 New
CCA
211
Cravens & Co Advisors
Tennessee
$586K -$1.87K -38 -0.3%
BJL
212
Brighton Jones LLC
Washington
$578K -$688 -14 -0.1%
OIM
213
Oder Investment Management
California
$569K -$286K -5,810 -33%
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$566K +$566K +11,508 New
YCG
215
Yeomans Consulting Group
Georgia
$542K +$542K +11,020 New
TWC
216
TD Waterhouse Canada
Ontario, Canada
$535K -$51.2K -1,017 -9%
FAM
217
Fred Alger Management
New York
$531K +$531K +10,812 New
PCMC
218
Paragon Capital Management (Colorado)
Colorado
$529K
Creative Planning
219
Creative Planning
Kansas
$511K -$866K -17,623 -63%
Commonwealth Equity Services
220
Commonwealth Equity Services
Massachusetts
$511K -$206K -4,191 -29%
EP
221
Edgestream Partners
New Jersey
$508K -$1.22M -24,877 -71%
OA
222
Oracle Alpha
Ontario, Canada
$504K +$504K +10,261 New
GI
223
GAMCO Investors
Connecticut
$491K
CA
224
Cetera Advisors
Colorado
$473K +$473K +9,626 New
BCM
225
BluePointe Capital Management
California
$460K +$460K +9,355 New