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354 hedge funds and large institutions have $3.26B invested in Affirm in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 115 increasing their positions, 82 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 82

18% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 55

11% more capital invested

Capital invested by funds: $2.94B → $3.26B (+$321M)

4.23% more ownership

Funds ownership: 71.89%76.12% (+4.2%)

2% more funds holding

Funds holding: 347354 (+7)

3% more call options, than puts

Call options by funds: $334M | Put options by funds: $326M

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
354
Holders Change
+7
Holders Change %
+2.02%
% of All Funds
6.1%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.26%
New
65
Increased
115
Reduced
82
Closed
55
Calls
$334M
Puts
$326M
Net Calls
+$8.53M
Net Calls Change
+$84.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
276
Creative Financial Designs
Indiana
$7K
Credit Agricole
277
Credit Agricole
France
$6K
SWM
278
Selective Wealth Management
Virginia
$6K
TCM
279
Tradewinds Capital Management
Washington
$6K
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$6K +$4.84K +185 +128%
Nisa Investment Advisors
281
Nisa Investment Advisors
Missouri
$6K +$7.85K +300 New
C
282
Covestor
United Kingdom
$5K -$39.8K -1,520 -83%
EIP
283
Ellis Investment Partners
Pennsylvania
$5K -$2.09K -80 -21%
OIA
284
Optimum Investment Advisors
Illinois
$5K
BCM
285
Bourgeon Capital Management
Connecticut
$5K +$7.27K +278 New
Bank of Montreal
286
Bank of Montreal
Ontario, Canada
$4.59K +$5.23M +200,113 +590%
BCV
287
Banque Cantonale Vaudoise
Switzerland
$4K
CA
288
Crewe Advisors
Utah
$4K
RAM
289
Riggs Asset Management
Pennsylvania
$4K
TC
290
Tacita Capital
Ontario, Canada
$4K
PFBT
291
Parkside Financial Bank & Trust
Missouri
$4K +$3.11K +119 +132%
NICM
292
Neo Ivy Capital Management
New York
$4K +$5.83K +223 New
MAM
293
Meeder Asset Management
Ohio
$3K -$122K -4,666 -97%
BEI
294
Benjamin Edwards Inc
Missouri
$3K
CSB
295
City State Bank
Iowa
$3K
PWC
296
PYA Waltman Capital
Tennessee
$3K
GWM
297
Geneos Wealth Management
Colorado
$2K -$7.85K -300 -72%
EC
298
Elequin Capital
New York
$2K -$4.89K -187 -65%
TAIM
299
TD Ameritrade Investment Management
Nebraska
$2K -$1.02K -39 -29%
BIA
300
Bell Investment Advisors
California
$2K -$575 -22 -21%

AFRM Hedge Fund Activity: Q3 2022 in Review

354 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q3 2022, worth a combined $3.26B — up 11% from $2.94B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AFRM positions and 55 closed out — a net gain of 10 holders — while 115 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $122M. The largest seller was VK Services, cutting an estimated $32.9M.

  • 354 institutional investors held Affirm (AFRM) as of Q3 2022, up from 347 in Q2 2022.
  • Funds reported $3.26B of Affirm stock for Q3 2022, up 11% quarter-over-quarter.
  • 65 funds opened new Affirm positions in Q3 2022 and 55 closed out, a net change of +10 holders.
  • The largest Affirm buyer in Q3 2022 was Morgan Stanley, an estimated $122M added.
  • The largest Affirm seller in Q3 2022 was VK Services, an estimated $32.9M sold.

Based on aggregated 13F filings for Q3 2022.