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Affirm
AFRM

Overview Fund Activity

302 hedge funds and large institutions have $2.05B invested in Affirm in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 87 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-47
Holders Change %
-13.47%
% of All Funds
4.83%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
44
Increased
94
Reduced
87
Closed
85
Calls
$200M
Puts
$327M
Net Calls
-$126M
Net Calls Change
-$155M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$173M
2
Morgan Stanley
2
Morgan Stanley
New York
$283M
3
LUGPI
3
Lightspeed Ultimate General Partner IX
California
$53.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$48.7M
5
Bank of America
5
Bank of America
North Carolina
$30.9M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$237M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.68M
3
BlackRock
3
BlackRock
New York
$104M
4
GGHC
4
Gilder Gagnon Howe & Co
New York
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
226
Sunbelt Securities
Texas
$10.4K +$10.4K +1,000 New
TWA
227
TCI Wealth Advisors
Arizona
$10.2K -$992 -88 -9%
RI
228
Ridgewood Investments
New Jersey
$10.1K +$10.1K +900 New
Russell Investments Group
229
Russell Investments Group
United Kingdom
$10.1K -$448K -39,714 -98%
HCM
230
Highlander Capital Management
New Jersey
$10K -$24.1K -2,050 -71%
QC
231
Quent Capital
New York
$9.29K +$1.06K +94 +13%
AIM
232
Achmea Investment Management
Netherlands
$7K -$859K -69,962 -99%
GRP
233
Global Retirement Partners
California
$6.65K +$1.9K +205 +40%
SWM
234
Spire Wealth Management
Virginia
$6.47K +$113 +10 +2%
AWM
235
Activest Wealth Management
Florida
$6.1K -$42.3K -4,060 -87%
TFGT
236
TS Financial Group (TSFG)
Illinois
$6K – – –
WT
237
Washington Trust
Rhode Island
$5.87K – – –
UB
238
UMB Bank
Missouri
$5.46K – – –
C
239
Covestor
United Kingdom
$5K -$86 -8 -2%
HFS
240
Hantz Financial Services
Michigan
$5K +$4.09K +349 +447%
HI
241
Harbour Investments
Wisconsin
$4.73K – – –
PFBT
242
Parkside Financial Bank & Trust
Missouri
$4.67K -$214 -19 -4%
NA
243
NewEdge Advisors
Louisiana
$4.51K -$1.52K -135 -25%
CFD
244
Creative Financial Designs
Indiana
$4.11K – – –
SIS
245
Sound Income Strategies
Florida
$3.78K +$3.78K +335 New
TCM
246
Tradewinds Capital Management
Washington
$3.55K – – –
BAM
247
Belpointe Asset Management
Nevada
$3.38K – – –
Credit Agricole
248
Credit Agricole
France
$3.38K – – –
OIA
249
Optimum Investment Advisors
Illinois
$2.87K – – –
AAS
250
Ameritas Advisory Services
Nebraska
$2.3K +$2.3K +218 New
8 9
10
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