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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
Lazard Asset Management
276
Lazard Asset Management
New York
$511K +$79.8K +1,436 +21%
CFM
277
Catalyst Funds Management
Australia
$505K +$72.3K +1,300 +19%
IFPG
278
Intrepid Financial Planning Group
Indiana
$499K +$456K +8,200 New
GAM
279
Groupama Asset Management
France
$491K
VVP
280
Venture Visionary Partners
Ohio
$489K +$447K +8,037 New
FFM
281
Forum Financial Management
Illinois
$486K +$62.7K +1,128 +16%
EMAM
282
Encompass More Asset Management
California
$485K +$92.7K +1,668 +26%
CIBC Asset Management
283
CIBC Asset Management
Ontario, Canada
$484K +$23.5K +422 +6%
Corient Private Wealth
284
Corient Private Wealth
Florida
$483K -$3.67K -66 -0.8%
CMF
285
Counterpoint Mutual Funds
California
$477K +$435K +7,827 New
PIM
286
Plato Investment Management
Australia
$469K +$254K +4,571 +147%
WIA
287
Wealthedge Investment Advisors
New York
$468K +$427K +7,689 New
TRCT
288
Tower Research Capital (TRC)
New York
$467K +$34K +612 +9%
ECM
289
Everence Capital Management
Indiana
$440K +$402K +7,230 New
OIM
290
Oder Investment Management
California
$430K -$91.7K -1,649 -19%
SC
291
Shearwater Capital
Colorado
$426K
IFWM
292
Institute for Wealth Management
Colorado
$411K +$375K +6,751 New
UCFA
293
United Capital Financial Advisors
Texas
$408K -$11.7K -211 -3%
FRM
294
Fox Run Management
Connecticut
$396K -$39K -701 -10%
MAS
295
Meeder Advisory Services
Ohio
$396K +$9.28K +167 +3%
SCP
296
Silverleafe Capital Partners
Tennessee
$390K +$356K +6,400 New
SWM
297
SeaCrest Wealth Management
New York
$387K +$353K +6,348 New
BAM
298
Blueshift Asset Management
New Jersey
$386K -$3.59M -64,521 -91%
BFO
299
Biltmore Family Office
North Carolina
$378K
TC
300
TwinBeech Capital
New York
$378K -$3.4M -61,114 -91%

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.