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501 hedge funds and large institutions have $12.6B invested in Affirm in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 152 increasing their positions, 154 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 51

57% more capital invested

Capital invested by funds: $8.07B → $12.6B (+$4.56B)

18% more funds holding

Funds holding: 426501 (+75)

2.38% more ownership

Funds ownership: 73.91%76.29% (+2.4%)

1% more call options, than puts

Call options by funds: $1.25B | Put options by funds: $1.24B

1% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 154

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
501
Holders Change
+75
Holders Change %
+17.61%
% of All Funds
6.6%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.2%
New
132
Increased
152
Reduced
154
Closed
51
Calls
$1.25B
Puts
$1.24B
Net Calls
+$10.3M
Net Calls Change
-$172M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
226
Amalgamated Bank
New York
$822K +$79.6K +1,432 +12%
SO
227
STRS Ohio
Ohio
$820K -$558K -10,044 -43%
EI
228
Ellevest Inc
New York
$817K -$9.67K -174 -1%
Principal Financial Group
229
Principal Financial Group
Iowa
$811K -$96.8K -1,742 -12%
FCH
230
Freestone Capital Holdings
Washington
$808K -$324K -5,825 -31%
GSIAS
231
Garden State Investment Advisory Services
New Jersey
$800K +$730K +13,139 New
LNWTC
232
Laird Norton Wetherby Trust Company
Washington
$775K
ADIM
233
Alpha DNA Investment Management
Maryland
$772K +$104K +1,871 +17%
BAM
234
Belpointe Asset Management
Nevada
$769K -$27K -486 -3%
X
235
Xponance
Pennsylvania
$759K +$179K +3,216 +35%
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$755K +$689K +12,402 New
IMC Chicago
237
IMC Chicago
Illinois
$752K -$5.4M -97,159 -89%
IWM
238
Integris Wealth Management
California
$750K +$684K +12,310 New
Prudential Financial
239
Prudential Financial
New Jersey
$740K -$1.97M -35,500 -75%
CCA
240
Cravens & Co Advisors
Tennessee
$739K -$12.8K -230 -2%
JFG
241
Jefferies Financial Group
New York
$736K +$322K +5,796 +92%
FF
242
Friedenthal Financial
New Jersey
$735K -$311K -5,588 -32%
M
243
MYeCFO
California
$731K -$14.2K -255 -2%
SFA
244
Sequoia Financial Advisors
Ohio
$719K -$945 -17 -0.1%
Janney Montgomery Scott
245
Janney Montgomery Scott
Pennsylvania
$713K +$56.4K +1,015 +9%
MVA
246
Mount Vernon Associates
Maryland
$706K +$200K +3,600 +45%
BP
247
BBR Partners
New York
$692K
HWM
248
HB Wealth Management
Georgia
$683K +$5.45K +98 +0.9%
ONGA
249
O'Neil Global Advisors
California
$682K -$20.5M -369,202 -97%
PFS
250
Prospera Financial Services
Texas
$682K -$129K -2,325 -17%

AFRM Hedge Fund Activity: Q4 2024 in Review

501 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q4 2024, worth a combined $12.6B — up 57% from $8.07B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new AFRM positions and 51 closed out — a net gain of 81 holders — while 152 added to existing stakes and 154 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $499M. The largest seller was Morgan Stanley, cutting an estimated $384M.

  • 501 institutional investors held Affirm (AFRM) as of Q4 2024, up from 426 in Q3 2024.
  • Funds reported $12.6B of Affirm stock for Q4 2024, up 57% quarter-over-quarter.
  • 132 funds opened new Affirm positions in Q4 2024 and 51 closed out, a net change of +81 holders.
  • The largest Affirm buyer in Q4 2024 was Fidelity Investments, an estimated $499M added.
  • The largest Affirm seller in Q4 2024 was Morgan Stanley, an estimated $384M sold.

Based on aggregated 13F filings for Q4 2024.