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354 hedge funds and large institutions have $1.59B invested in Affirm in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 119 increasing their positions, 80 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 80

16% more call options, than puts

Call options by funds: $208M | Put options by funds: $179M

12% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 69

0% more funds holding

Funds holding: 354354 (0)

4.74% less ownership

Funds ownership: 76.12%71.38% (-4.7%)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

51% less capital invested

Capital invested by funds: $3.26B → $1.59B (-$1.67B)

Holders
354
Holders Change
Holders Change %
0%
% of All Funds
5.69%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
77
Increased
119
Reduced
80
Closed
69
Calls
$208M
Puts
$179M
Net Calls
+$28.2M
Net Calls Change
+$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
251
American International Group
New York
$21.6K +$5.65K +375 +20%
KSWA
252
Kathleen S. Wright Associates
Pennsylvania
$21K +$10.4K +691 +45%
SPIA
253
Steward Partners Investment Advisory
New York
$18.6K -$2.56K -170 -8%
PO
254
Private Ocean
California
$18.5K
TLCM
255
Twin Lakes Capital Management
California
$17.5K
YDMI
256
Y.D. More Investments
Israel
$16.3K +$89.7K +5,955 New
O
257
Ossiam
France
$16.1K
SC
258
Stephens Consulting
Michigan
$14.5K
QCG
259
Quadrant Capital Group
Ohio
$11.4K +$17.6K +1,167 +8,336%
TWD
260
True Wealth Design
Ohio
$10.6K +$16.6K +1,100 New
ACA
261
Atlas Capital Advisors
Wyoming
$9.67K
R
262
Rebalance
California
$9.67K +$15.1K +1,000 New
TWA
263
TCI Wealth Advisors
Arizona
$9.58K -$3.19K -212 -18%
S
264
Seeyond
France
$9.28K
LC
265
Lindbrook Capital
California
$8.86K +$13.5K +894 +4,064%
EC
266
Elequin Capital
New York
$8.51K +$11.8K +780 +780%
RCM
267
Ravenstone Capital Management
$7.69K
GWSA
268
Global Wealth Strategies & Associates
Colorado
$7.22K +$11.3K +747 New
QC
269
Quent Capital
New York
$7.06K +$10.6K +704 +2,708%
MWM
270
MinichMacGregor Wealth Management
New York
$7K +$10.9K +724 New
AWM
271
Accurate Wealth Management
Florida
$5.33K +$7.99K +530 New
Fifth Third Bancorp
272
Fifth Third Bancorp
Ohio
$5.32K
WT
273
Washington Trust
Rhode Island
$5.04K
UB
274
UMB Bank
Missouri
$5K -$6.61K -439 -48%
SWM
275
Spire Wealth Management
Virginia
$5K

AFRM Hedge Fund Activity: Q4 2022 in Review

354 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q4 2022, worth a combined $1.59B — down 51% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new AFRM positions and 69 closed out — a net gain of 8 holders — while 119 added to existing stakes and 80 trimmed.

The largest buyer was BlackRock, adding an estimated $25.3M. The largest seller was Jennison Associates, exiting entirely with an estimated $77.8M sold.

  • 354 institutional investors held Affirm (AFRM) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $1.59B of Affirm stock for Q4 2022, down 51% quarter-over-quarter.
  • 77 funds opened new Affirm positions in Q4 2022 and 69 closed out, a net change of +8 holders.
  • The largest Affirm buyer in Q4 2022 was BlackRock, an estimated $25.3M added.
  • The largest Affirm seller in Q4 2022 was Jennison Associates, an estimated $77.8M sold.

Based on aggregated 13F filings for Q4 2022.