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354 hedge funds and large institutions have $1.59B invested in Affirm in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 119 increasing their positions, 80 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 80

16% more call options, than puts

Call options by funds: $208M | Put options by funds: $179M

12% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 69

0% more funds holding

Funds holding: 354354 (0)

4.74% less ownership

Funds ownership: 76.12%71.38% (-4.7%)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

51% less capital invested

Capital invested by funds: $3.26B → $1.59B (-$1.67B)

Holders
354
Holders Change
Holders Change %
0%
% of All Funds
5.69%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
77
Increased
119
Reduced
80
Closed
69
Calls
$208M
Puts
$179M
Net Calls
+$28.2M
Net Calls Change
+$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
226
MML Investors Services
Massachusetts
$98K +$152K +10,119 New
Corient Private Wealth
227
Corient Private Wealth
Florida
$97.2K +$152K +10,056 New
Rockefeller Capital Management
228
Rockefeller Capital Management
New York
$97K -$217K -14,386 -59%
GI
229
GAMCO Investors
Connecticut
$96.7K
HPWA
230
Hall Private Wealth Advisors
North Carolina
$96.7K
HT
231
Headlands Technologies
Illinois
$91K +$141K +9,385 New
AAM
232
Advisors Asset Management
Colorado
$87.5K -$4.76K -316 -3%
SWA
233
Sutton Wealth Advisors
Florida
$87K +$62.7K +4,159 +86%
Walleye Trading
234
Walleye Trading
New York
$79.7K +$124K +8,246 New
KBC Group
235
KBC Group
Belgium
$73K
US Bancorp
236
US Bancorp
Minnesota
$72.3K +$91.1K +6,048 +422%
MSCM
237
McElhenny Sheffield Capital Management
Texas
$68.5K +$5.85K +388 New
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$62K +$43.5K +2,886 +82%
Acadian Asset Management
239
Acadian Asset Management
Massachusetts
$51K +$80.7K +5,356 New
S
240
SignatureFD
Georgia
$45.6K +$62.4K +4,141 +726%
VI
241
Vestcor Inc
New Brunswick, Canada
$45K +$1.25K +83 +2%
MIM
242
MetLife Investment Management
New Jersey
$43.5K +$12.7K +845 +23%
EWA
243
EverSource Wealth Advisors
Alabama
$43.1K +$57.5K +3,816 +591%
FDCDDQ
244
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.1K -$8.99K -597 -12%
AIM
245
Arcadia Investment Management
Michigan
$38.7K +$60.3K +4,000 New
AF
246
Advisornet Financial
Minnesota
$29.8K +$1.21K +80 +3%
PA
247
Parallel Advisors
California
$28.5K +$10.7K +713 +32%
HCM
248
Highlander Capital Management
New Jersey
$28K -$15.8K -1,050 -27%
HI
249
Hoey Investments
Pennsylvania
$22.7K +$8.41K +558 +31%
Macquarie Group
250
Macquarie Group
Australia
$22.4K

AFRM Hedge Fund Activity: Q4 2022 in Review

354 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q4 2022, worth a combined $1.59B — down 51% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new AFRM positions and 69 closed out — a net gain of 8 holders — while 119 added to existing stakes and 80 trimmed.

The largest buyer was BlackRock, adding an estimated $25.3M. The largest seller was Jennison Associates, exiting entirely with an estimated $77.8M sold.

  • 354 institutional investors held Affirm (AFRM) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $1.59B of Affirm stock for Q4 2022, down 51% quarter-over-quarter.
  • 77 funds opened new Affirm positions in Q4 2022 and 69 closed out, a net change of +8 holders.
  • The largest Affirm buyer in Q4 2022 was BlackRock, an estimated $25.3M added.
  • The largest Affirm seller in Q4 2022 was Jennison Associates, an estimated $77.8M sold.

Based on aggregated 13F filings for Q4 2022.