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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 %
FFA
276
Farther Finance Advisors
California
$1.03K – – –
AWM
277
AllSquare Wealth Management
New York
$1K – – –
MIFH
278
Migdal Insurance & Financial Holdings
Israel
$1K -$1.14K -48 -53%
CSB
279
City State Bank
Iowa
$1K – – –
LJHT
280
Laurie J. Hall Trustee
$1K – – –
AW
281
Avion Wealth
Texas
$1K +$565 +74 +130%
EC
282
Elequin Capital
New York
$996 +$996 +65 New
BCMLT
283
Beacon Capital Management LLC (Tennessee)
Tennessee
$981 – – –
PS
284
PayPay Securities
Japan
$782 +$15 +1 +2%
FWM
285
Focused Wealth Management
New York
$767 – – –
CFS
286
CGC Financial Services
Oregon
$767 +$767 +50 New
FA
287
Fiduciary Alliance
South Carolina
$767 +$767 +50 New
RAM
288
Riggs Asset Management
Pennsylvania
$675 – – –
SWA
289
SOA Wealth Advisors
New York
$629 – – –
NRG
290
Nemes Rush Group
Michigan
$614 +$614 +40 New
WOC
291
West Oak Capital
California
$613 – – –
LFG
292
Larson Financial Group
Missouri
$613 +$307 +20 +100%
2L
293
25 LLC
Missouri
$611 +$611 +35 New
CWP
294
Concord Wealth Partners
Virginia
$598 – – –
CFO
295
CVA Family Office
Colorado
$537 – – –
BWM
296
BerganKDV Wealth Management
Minnesota
$506 – – –
AAG
297
Armstrong Advisory Group
Massachusetts
$506 +$506 +33 New
IGWM
298
ICA Group Wealth Management
Colorado
$460 – – –
RA
299
Rise Advisors
New York
$307 – – –
HNB
300
Huntington National Bank
Ohio
$276 +$276 +18 New
10 11
12
13 14