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354 hedge funds and large institutions have $3.26B invested in Affirm in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 115 increasing their positions, 82 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 82

18% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 55

11% more capital invested

Capital invested by funds: $2.94B → $3.26B (+$321M)

4.23% more ownership

Funds ownership: 71.89%76.12% (+4.2%)

2% more funds holding

Funds holding: 347354 (+7)

3% more call options, than puts

Call options by funds: $334M | Put options by funds: $326M

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
354
Holders Change
+7
Holders Change %
+2.02%
% of All Funds
6.1%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.26%
New
65
Increased
115
Reduced
82
Closed
55
Calls
$334M
Puts
$326M
Net Calls
+$8.53M
Net Calls Change
+$84.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PO
251
Private Ocean
California
$35K +$50K +1,911 New
HI
252
Hoey Investments
Pennsylvania
$34K +$33.1K +1,265 +242%
TLCM
253
Twin Lakes Capital Management
California
$34K +$47.4K +1,811 New
CG
254
Cutler Group
California
$33K -$1.29M -49,176 -97%
O
255
Ossiam
France
$31K +$43.6K +1,666 New
KSWA
256
Kathleen S. Wright Associates
Pennsylvania
$29K -$10.6K -404 -21%
SC
257
Stephens Consulting
Michigan
$28.1K
US Bancorp
258
US Bancorp
Minnesota
$27K +$35.7K +1,365 +2,007%
TWA
259
TCI Wealth Advisors
Arizona
$23K +$11K +421 +54%
ACA
260
Atlas Capital Advisors
Wyoming
$18.8K +$19.6K +750 +300%
S
261
Seeyond
France
$18K -$1.41K -54 -5%
UB
262
UMB Bank
Missouri
$17K +$11.5K +439 +91%
WFA
263
Wipfli Financial Advisors
Wisconsin
$17K +$23.4K +896 New
RCM
264
Ravenstone Capital Management
$14.9K
RTC
265
Riverview Trust Company
Washington
$14K +$19.4K +743 New
HI
266
Harbour Investments
Wisconsin
$13K
AF
267
Allworth Financial
California
$13K +$15.8K +605 +766%
EWA
268
EverSource Wealth Advisors
Alabama
$12K +$16.8K +642 +16,050%
SWM
269
Spire Wealth Management
Virginia
$11K -$5.75K -220 -28%
S
270
SignatureFD
Georgia
$11K +$2.2K +84 +17%
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$10K
TFGT
272
TS Financial Group (TSFG)
Illinois
$10K
GRP
273
Global Retirement Partners
California
$10K +$10.4K +399 +407%
WT
274
Washington Trust
Rhode Island
$10K +$13.6K +521 New
AWM
275
Atticus Wealth Management
Florida
$7K

AFRM Hedge Fund Activity: Q3 2022 in Review

354 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q3 2022, worth a combined $3.26B — up 11% from $2.94B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AFRM positions and 55 closed out — a net gain of 10 holders — while 115 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $122M. The largest seller was VK Services, cutting an estimated $32.9M.

  • 354 institutional investors held Affirm (AFRM) as of Q3 2022, up from 347 in Q2 2022.
  • Funds reported $3.26B of Affirm stock for Q3 2022, up 11% quarter-over-quarter.
  • 65 funds opened new Affirm positions in Q3 2022 and 55 closed out, a net change of +10 holders.
  • The largest Affirm buyer in Q3 2022 was Morgan Stanley, an estimated $122M added.
  • The largest Affirm seller in Q3 2022 was VK Services, an estimated $32.9M sold.

Based on aggregated 13F filings for Q3 2022.