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Affirm
AFRM

Overview Fund Activity

302 hedge funds and large institutions have $2.05B invested in Affirm in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 87 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-47
Holders Change %
-13.47%
% of All Funds
4.83%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
44
Increased
94
Reduced
87
Closed
85
Calls
$200M
Puts
$327M
Net Calls
-$126M
Net Calls Change
-$155M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$173M
2
Morgan Stanley
2
Morgan Stanley
New York
$283M
3
LUGPI
3
Lightspeed Ultimate General Partner IX
California
$53.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$48.7M
5
Bank of America
5
Bank of America
North Carolina
$30.9M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$237M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.68M
3
BlackRock
3
BlackRock
New York
$104M
4
GGHC
4
Gilder Gagnon Howe & Co
New York
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KHC
251
Koesten Hirschmann & Crabtree
Kansas
$2.25K – – –
ZB
252
Zions Bancorporation
Utah
$2.23K +$856 +76 +62%
Simplex Trading
253
Simplex Trading
Illinois
$2K – – –
BCV
254
Banque Cantonale Vaudoise
Switzerland
$2K – – –
TC
255
Tacita Capital
Ontario, Canada
$2K – – –
HGERS
256
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
JFG
257
JDM Financial Group
Texas
$1.88K +$1.88K +167 New
BAAM
258
Baker Avenue Asset Management
California
$1.68K +$473 +42 +39%
GWM
259
Geneos Wealth Management
Colorado
$1.3K – – –
GWS
260
Glassman Wealth Services
Virginia
$1.29K -$1.34K -119 -51%
TIM
261
Tortoise Investment Management
New York
$1.24K – – –
AF
262
Allworth Financial
California
$1.23K -$2.2K -195 -64%
TAM
263
Tucker Asset Management
Colorado
$1.2K +$1.2K +106 New
CWM
264
CarsonAllaria Wealth Management
Illinois
$1.13K – – –
SIC
265
Salem Investment Counselors
North Carolina
$1.13K – – –
SWA
266
Sutton Wealth Advisors
Florida
$1.1K -$100K -8,899 -99%
CSB
267
City State Bank
Iowa
$1K -$1.82K -100 -65%
LJHT
268
Laurie J. Hall Trustee
$1K – – –
TVWM
269
Tower View Wealth Management
Wisconsin
$1K – – –
FRA
270
Front Row Advisors
California
$1K – – –
BTI
271
Blue Trust Inc
Georgia
$1K +$661 +41 +195%
MIFH
272
Migdal Insurance & Financial Holdings
Israel
$1K +$656 +59 +190%
HPC
273
HM Payson & Co
Maine
$947 – – –
BCM
274
Blume Capital Management
California
$902 – – –
GI
275
Gradient Investments
Minnesota
$868 +$868 +77 New
9 10
11
12 13