We are live on ! Find out more

391 hedge funds and large institutions have $7.33B invested in Affirm in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 158 increasing their positions, 69 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 69

3.9% more ownership

Funds ownership: 66.9%70.8% (+3.9%)

11% less funds holding

Funds holding: 438391 (-47)

14% less call options, than puts

Call options by funds: $805M | Put options by funds: $941M

23% less funds holding in top 10

Funds holding in top 10: 2620 (-6)

31% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 132

49% less capital invested

Capital invested by funds: $14.3B → $7.33B (-$6.94B)

Holders
391
Holders Change
-47
Holders Change %
-10.73%
% of All Funds
6.17%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.32%
New
91
Increased
158
Reduced
69
Closed
132
Calls
$805M
Puts
$941M
Net Calls
-$136M
Net Calls Change
-$729M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
251
KeyBank National Association
Ohio
$284K +$157K +3,000 +95%
RA
252
Resolute Advisors
California
$280K
BSW
253
Buckingham Strategic Wealth
Missouri
$277K +$15.7K +300 +5%
Cerity Partners
254
Cerity Partners
New York
$267K +$301K +5,757 New
LSA
255
Leonteq Securities AG
Switzerland
$267K +$228K +4,364 +312%
CSS
256
Cubist Systematic Strategies
Connecticut
$259K -$3.33M -63,638 -92%
PWM
257
Perigon Wealth Management
California
$257K -$38.3K -732 -12%
Nordea Investment Management
258
Nordea Investment Management
Sweden
$253K
FDCDDQ
259
Federation des caisses Desjardins du Quebec
Quebec, Canada
$248K -$52K -994 -16%
CAM
260
Cresset Asset Management
Illinois
$247K -$331K -6,317 -54%
AH
261
Allen Holding
New York
$244K
RWA
262
Ropes Wealth Advisors
Massachusetts
$242K
MTIM
263
Marathon Trading Investment Management
Pennsylvania
$241K +$83.7K +1,600 +44%
SC
264
Sepio Capital
Utah
$236K +$267K +5,107 New
WA
265
Winfield Associates
Ohio
$226K -$17.9K -343 -7%
SIM
266
Spark Investment Management
New York
$226K
HCM
267
HGI Capital Management
New York
$226K +$255K +4,873 New
BPA
268
Beacon Pointe Advisors
California
$226K +$256K +4,889 New
IA
269
IFP Advisors
Florida
$225K +$121K +2,321 New
MML Investors Services
270
MML Investors Services
Massachusetts
$223K +$124K +2,376 +97%
HFP
271
Holistic Financial Partners
Indiana
$221K +$77.7K +1,485 +45%
HCM
272
Highlander Capital Management
New Jersey
$218K +$179K +3,425 +269%
SPIA
273
Steward Partners Investment Advisory
New York
$212K -$28.6K -546 -11%
KAS
274
Kestra Advisory Services
Texas
$208K +$47.7K +912 +25%
FWM
275
Focused Wealth Management
New York
$204K +$68.6K +1,311 +42%

AFRM Hedge Fund Activity: Q1 2022 in Review

391 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q1 2022, worth a combined $7.33B — down 49% from $14.3B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of AFRM and 91 opened new positions — a net loss of 41 holders — while 69 trimmed existing stakes and 158 added.

The largest buyer was Capital Research Global Investors, adding an estimated $602M. The largest seller was Melvin Capital Management, exiting entirely with an estimated $272M sold.

  • 391 institutional investors held Affirm (AFRM) as of Q1 2022, down from 438 in Q4 2021.
  • Funds reported $7.33B of Affirm stock for Q1 2022, down 49% quarter-over-quarter.
  • 91 funds opened new Affirm positions in Q1 2022 and 132 closed out, a net change of -41 holders.
  • The largest Affirm buyer in Q1 2022 was Capital Research Global Investors, an estimated $602M added.
  • The largest Affirm seller in Q1 2022 was Melvin Capital Management, an estimated $272M sold.

Based on aggregated 13F filings for Q1 2022.