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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 %
VCM
276
Versant Capital Management
Arizona
$823 +$823 +73 New
AWM
277
AllSquare Wealth Management
New York
$766 – – –
FFA
278
Farther Finance Advisors
California
$755 +$530 +47 +235%
BIA
279
Bell Investment Advisors
California
$733 -$79 -7 -10%
BCMLT
280
Beacon Capital Management LLC (Tennessee)
Tennessee
$721 – – –
Fifth Third Bancorp
281
Fifth Third Bancorp
Ohio
$564 -$5.64K -500 -91%
FWM
282
Focused Wealth Management
New York
$564 – – –
PS
283
PayPay Securities
Japan
$564 +$23 +2 +4%
RAM
284
Riggs Asset Management
Pennsylvania
$496 – – –
SWA
285
SOA Wealth Advisors
New York
$462 – – –
WOC
286
West Oak Capital
California
$451 – – –
CWP
287
Concord Wealth Partners
Virginia
$440 – – –
CFO
288
CVA Family Office
Colorado
$394 +$394 +35 New
BWM
289
BerganKDV Wealth Management
Minnesota
$372 – – –
IGWM
290
ICA Group Wealth Management
Colorado
$338 – – –
LFG
291
Larson Financial Group
Missouri
$225 – – –
RA
292
Rise Advisors
New York
$225 – – –
Commonwealth Equity Services
293
Commonwealth Equity Services
Massachusetts
$179 -$77 -6,832 -30%
HS
294
Horan Securities
United States
$178 – – –
HWA
295
Heritage Wealth Advisors
Virginia
$169 – – –
GIA
296
GHP Investment Advisors
Colorado
$158 – – –
GEA
297
Glen Eagle Advisors
New Jersey
$124 +$124 +11 New
CWA
298
Carolina Wealth Advisors
South Carolina
$113 +$113 +10 New
WPA
299
West Paces Advisors
Georgia
$56 – – –
HCP
300
Hexagon Capital Partners
Arkansas
$34 – – –
10 11
12
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