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Affirm
AFRM

Overview Fund Activity

308 hedge funds and large institutions have $2.73B invested in Affirm in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 80 increasing their positions, 96 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+6
Holders Change %
+1.99%
% of All Funds
4.86%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
55
Increased
80
Reduced
96
Closed
47
Calls
$248M
Puts
$212M
Net Calls
+$36.5M
Net Calls Change
+$163M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$35.3M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$32.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$409M
4
Capital World Investors
4
Capital World Investors
California
$257M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$16M

Top Sellers

1
LUGPI
1
Lightspeed Ultimate General Partner IX
California
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$25.2M
3
Bank of America
3
Bank of America
North Carolina
$11.7M
4
GC
4
GGV Capital
California
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
251
Tradewinds Capital Management
Washington
$4.83K – – –
TFGT
252
TS Financial Group (TSFG)
Illinois
$4K -$4.8K -300 -55%
OIA
253
Optimum Investment Advisors
Illinois
$3.91K – – –
KHC
254
Koesten Hirschmann & Crabtree
Kansas
$3.07K – – –
RMA
255
Roffman Miller Associates
Pennsylvania
$3.07K +$3.07K +200 New
CPG
256
Cornerstone Planning Group
New Jersey
$3.07K +$3.07K +200 New
BCV
257
Banque Cantonale Vaudoise
Switzerland
$3K – – –
TC
258
Tacita Capital
Ontario, Canada
$3K – – –
JFG
259
JDM Financial Group
Texas
$2.56K – – –
GWS
260
Glassman Wealth Services
Virginia
$2.42K +$674 +44 +39%
Simplex Trading
261
Simplex Trading
Illinois
$2K – – –
TVWM
262
Tower View Wealth Management
Wisconsin
$2K – – –
GWM
263
Geneos Wealth Management
Colorado
$1.76K – – –
TIM
264
Tortoise Investment Management
New York
$1.69K – – –
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$1.61K +$843 +55 +110%
SIC
266
Salem Investment Counselors
North Carolina
$1.53K – – –
CWM
267
CarsonAllaria Wealth Management
Illinois
$1.53K – – –
SWA
268
Sutton Wealth Advisors
Florida
$1.5K – – –
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$1.44K -$15.9K -1,034 -92%
PFBT
270
Parkside Financial Bank & Trust
Missouri
$1.4K -$4.96K -323 -78%
HPC
271
HM Payson & Co
Maine
$1.29K – – –
BAAM
272
Baker Avenue Asset Management
California
$1.24K -$1.04K -68 -46%
BCM
273
Blume Capital Management
California
$1.23K – – –
GI
274
Gradient Investments
Minnesota
$1.18K – – –
BIA
275
Bell Investment Advisors
California
$1.12K +$123 +8 +12%
9 10
11
12 13