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Affirm
AFRM

Overview Fund Activity

336 hedge funds and large institutions have $13.2B invested in Affirm in 2021 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 78 increasing their positions, 70 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+107
Holders Change %
+46.72%
% of All Funds
5.9%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.32%
New
150
Increased
78
Reduced
70
Closed
39
Calls
$1.9B
Puts
$932M
Net Calls
+$964M
Net Calls Change
+$829M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.2B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$861M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$549M
4
Morgan Stanley
Morgan Stanley
New York
+$396M
5
MCM
Melvin Capital Management
New York
+$381M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$281M
2
DCP
Durable Capital Partners
Maryland
-$268M
3
TCMNY
Thrive Capital Management (New York)
New York
-$265M
4
MCM
Moore Capital Management
New York
-$191M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
276
Harbour Investments
Wisconsin
$39K +$30.7K +258 +369%
SWA
277
SOA Wealth Advisors
New York
$38K +$33.1K +280 +683%
GRP
278
Global Retirement Partners
California
$38K +$38K +318 New
ODG
279
O'Dell Group
Ohio
$37K +$37K +309 New
BFEC
280
Benjamin F. Edwards & Company
Missouri
$32K +$32K +270 New
AWA
281
Arkadios Wealth Advisors
Georgia
$30K -$62.7K -541 -68%
CA
282
Crewe Advisors
Utah
$30K -$12K -100 -29%
OIA
283
Optimum Investment Advisors
Illinois
$30K – – –
Deutsche Bank
284
Deutsche Bank
Germany
$27K – – –
IA
285
IFP Advisors
Florida
$27K +$27K +226 New
NFG
286
Next Financial Group
Texas
$27K +$27K +228 New
NL
287
NVWM LLC
Pennsylvania
$24K – – –
TC
288
Tacita Capital
Ontario, Canada
$24K – – –
SWM
289
Selective Wealth Management
Virginia
$24K +$24K +200 New
GKWIM
290
Gerber Kawasaki Wealth & Investment Management
California
$22K +$22K +185 New
EWM
291
Edge Wealth Management
New York
$21K – – –
LC
292
Lindbrook Capital
California
$17K +$17K +140 New
TIM
293
Tortoise Investment Management
New York
$13K – – –
CAPTRUST Financial Advisors
294
CAPTRUST Financial Advisors
North Carolina
$13K +$8.27K +70 +175%
TVWM
295
Tower View Wealth Management
Wisconsin
$12K – – –
FRA
296
Front Row Advisors
California
$12K – – –
RCA
297
Ranch Capital Advisors
Florida
$12K – – –
CWA
298
Clearview Wealth Advisors
Oregon
$12K +$12K +100 New
CHA
299
Carmichael Hill & Associates
Maryland
$12K +$12K +100 New
COCM
300
Charter Oak Capital Management
New Hampshire
$12K +$12K +100 New
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12
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