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Affirm
AFRM

Overview Fund Activity

308 hedge funds and large institutions have $2.73B invested in Affirm in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 80 increasing their positions, 96 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+6
Holders Change %
+1.99%
% of All Funds
4.86%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
55
Increased
80
Reduced
96
Closed
47
Calls
$248M
Puts
$212M
Net Calls
+$36.5M
Net Calls Change
+$163M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$35.3M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$32.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$409M
4
Capital World Investors
4
Capital World Investors
California
$257M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$16M

Top Sellers

1
LUGPI
1
Lightspeed Ultimate General Partner IX
California
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$25.2M
3
Bank of America
3
Bank of America
North Carolina
$11.7M
4
GC
4
GGV Capital
California
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
226
National Bank of Canada
Quebec, Canada
$28.9K +$1.53K +100 +6%
TLCM
227
Twin Lakes Capital Management
California
$27.8K – – –
CG
228
Cutler Group
California
$25K -$250K -16,576 -91%
SC
229
Stephens Consulting
Michigan
$23K – – –
GWSA
230
Global Wealth Strategies & Associates
Colorado
$22.6K +$5.53K +361 +32%
QCG
231
Quadrant Capital Group
Ohio
$21.1K -$8.59K -560 -29%
SPIA
232
Steward Partners Investment Advisory
New York
$15.9K -$9.35K -610 -37%
VCM
233
Versant Capital Management
Arizona
$15.5K +$14.4K +941 +1,289%
ACA
234
Atlas Capital Advisors
Wyoming
$15.3K – – –
KI
235
Kapitalo Investimentos
Brazil
$15.2K +$15.2K +989 New
Russell Investments Group
236
Russell Investments Group
United Kingdom
$14.1K +$353 +23 +3%
RI
237
Ridgewood Investments
New Jersey
$13.8K – – –
QC
238
Quent Capital
New York
$12.6K – – –
GRP
239
Global Retirement Partners
California
$11.3K +$276 +18 +3%
SWM
240
Spire Wealth Management
Virginia
$8.49K -$307 -20 -3%
LC
241
Lindbrook Capital
California
$8.46K -$8.52K -556 -50%
WT
242
Washington Trust
Rhode Island
$7.99K – – –
HFS
243
Hantz Financial Services
Michigan
$7K – – –
C
244
Covestor
United Kingdom
$7K +$15 +1 +0.2%
CAL
245
Capital Advisors Ltd
Ohio
$7K +$7K +479 New
HI
246
Harbour Investments
Wisconsin
$6.44K – – –
NA
247
NewEdge Advisors
Louisiana
$6.13K – – –
CFD
248
Creative Financial Designs
Indiana
$5.6K – – –
HI
249
Hoey Investments
Pennsylvania
$5.57K -$52.5K -3,427 -90%
AF
250
Allworth Financial
California
$5.46K +$3.79K +247 +227%
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