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501 hedge funds and large institutions have $12.6B invested in Affirm in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 152 increasing their positions, 154 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 51

57% more capital invested

Capital invested by funds: $8.07B → $12.6B (+$4.56B)

18% more funds holding

Funds holding: 426501 (+75)

2.38% more ownership

Funds ownership: 73.91%76.29% (+2.4%)

1% more call options, than puts

Call options by funds: $1.25B | Put options by funds: $1.24B

1% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 154

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
501
Holders Change
+75
Holders Change %
+17.61%
% of All Funds
6.6%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.2%
New
132
Increased
152
Reduced
154
Closed
51
Calls
$1.25B
Puts
$1.24B
Net Calls
+$10.3M
Net Calls Change
-$172M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
251
Integrated Wealth Concepts
Massachusetts
$667K +$609K +10,958 New
IFG
252
Independent Financial Group
California
$657K +$600K +10,788 New
PCMC
253
Paragon Capital Management (Colorado)
Colorado
$656K
LBWM
254
Left Brain Wealth Management
Illinois
$653K +$596K +10,725 New
Cambridge Investment Research Advisors
255
Cambridge Investment Research Advisors
Iowa
$647K +$591K +10,627 New
KCP
256
Kera Capital Partners
California
$647K +$590K +10,620 New
OQS
257
Occudo Quantitative Strategies
Florida
$620K +$566K +10,184 New
Jacobs Levy Equity Management
258
Jacobs Levy Equity Management
New Jersey
$617K
RC
259
RBF Capital
California
$609K -$278K -5,000 -33%
GI
260
GAMCO Investors
Connecticut
$609K
STA
261
Summit Trail Advisors
New York
$608K +$202K +3,641 +57%
EH
262
Equitable Holdings
New York
$604K -$106K -1,910 -16%
KBC Group
263
KBC Group
Belgium
$591K +$187K +3,367 +53%
TWM
264
TriaGen Wealth Management
California
$585K +$534K +9,612 New
PAG
265
Private Advisor Group
New Jersey
$569K -$65.5K -1,179 -11%
Optiver Holding
266
Optiver Holding
Netherlands
$565K -$1.49M -26,885 -74%
CG
267
Caprock Group
Idaho
$563K +$42.8K +770 +9%
VA
268
Vident Advisory
Georgia
$559K +$98.1K +1,765 +24%
AG
269
AlTi Global
New York
$557K -$101K -1,809 -17%
Bank of Montreal
270
Bank of Montreal
Ontario, Canada
$552K -$39.8M -715,264 -99%
Franklin Resources
271
Franklin Resources
California
$542K +$112K +2,015 +29%
EF
272
Empowered Funds
Pennsylvania
$538K +$491K +8,838 New
PNC Financial Services Group
273
PNC Financial Services Group
Pennsylvania
$520K -$131K -2,361 -22%
AWA
274
Arete Wealth Advisors
Illinois
$517K +$140K +2,510 +42%
WLIM
275
White Lighthouse Investment Management
Massachusetts
$514K -$103K -1,852 -18%

AFRM Hedge Fund Activity: Q4 2024 in Review

501 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q4 2024, worth a combined $12.6B — up 57% from $8.07B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new AFRM positions and 51 closed out — a net gain of 81 holders — while 152 added to existing stakes and 154 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $499M. The largest seller was Morgan Stanley, cutting an estimated $384M.

  • 501 institutional investors held Affirm (AFRM) as of Q4 2024, up from 426 in Q3 2024.
  • Funds reported $12.6B of Affirm stock for Q4 2024, up 57% quarter-over-quarter.
  • 132 funds opened new Affirm positions in Q4 2024 and 51 closed out, a net change of +81 holders.
  • The largest Affirm buyer in Q4 2024 was Fidelity Investments, an estimated $499M added.
  • The largest Affirm seller in Q4 2024 was Morgan Stanley, an estimated $384M sold.

Based on aggregated 13F filings for Q4 2024.