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391 hedge funds and large institutions have $7.33B invested in Affirm in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 158 increasing their positions, 69 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 69

3.9% more ownership

Funds ownership: 66.9%70.8% (+3.9%)

11% less funds holding

Funds holding: 438391 (-47)

14% less call options, than puts

Call options by funds: $805M | Put options by funds: $941M

23% less funds holding in top 10

Funds holding in top 10: 2620 (-6)

31% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 132

49% less capital invested

Capital invested by funds: $14.3B → $7.33B (-$6.94B)

Holders
391
Holders Change
-47
Holders Change %
-10.73%
% of All Funds
6.17%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.32%
New
91
Increased
158
Reduced
69
Closed
132
Calls
$805M
Puts
$941M
Net Calls
-$136M
Net Calls Change
-$729M
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
301
TS Financial Group (TSFG)
Illinois
$35K
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$34K +$7.17K +137 +23%
NSIM
303
North Star Investment Management
Illinois
$32K +$10.5K +200 +40%
C
304
Covestor
United Kingdom
$30K +$33.9K +647 New
GCS
305
Gordian Capital (Singapore)
Singapore
$29K
UB
306
UMB Bank
Missouri
$27K +$25.3K +484 +484%
Koshinski Asset Management
307
Koshinski Asset Management
Illinois
$25.2K +$3.56K +68 +14%
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
$25K -$1.41K -27 -5%
S
309
SignatureFD
Georgia
$22K +$5.23K +100 +26%
CFD
310
Creative Financial Designs
Indiana
$20K -$6.54K -125 -23%
CAPTRUST Financial Advisors
311
CAPTRUST Financial Advisors
North Carolina
$19K +$4.92K +94 +29%
GWM
312
Geneos Wealth Management
Colorado
$17K
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$17K +$19.6K +375 New
BC
314
BIT Capital
Germany
$16.5K +$6.59K +126 +55%
HIA
315
Harbor Investment Advisory
Maryland
$14K -$26.2K -500 -63%
SWM
316
Selective Wealth Management
Virginia
$14K
KFP
317
KB Financial Partners
New Jersey
$14K +$7.59K +145 +99%
Credit Agricole
318
Credit Agricole
France
$14K +$15.7K +300 New
DFCM
319
Dark Forest Capital Management
Puerto Rico
$14K +$16.7K +320 New
OIA
320
Optimum Investment Advisors
Illinois
$12K
GWMIA
321
Global Wealth Management Investment Advisory
Florida
$11K +$12.6K +240 New
EC
322
Elequin Capital
New York
$11K +$13K +248 New
RAM
323
Riggs Asset Management
Pennsylvania
$10K +$1.47K +28 +15%
BCV
324
Banque Cantonale Vaudoise
Switzerland
$9K -$133K -2,547 -93%
CA
325
Crewe Advisors
Utah
$9K

AFRM Hedge Fund Activity: Q1 2022 in Review

391 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q1 2022, worth a combined $7.33B — down 49% from $14.3B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of AFRM and 91 opened new positions — a net loss of 41 holders — while 69 trimmed existing stakes and 158 added.

The largest buyer was Capital Research Global Investors, adding an estimated $602M. The largest seller was Melvin Capital Management, exiting entirely with an estimated $272M sold.

  • 391 institutional investors held Affirm (AFRM) as of Q1 2022, down from 438 in Q4 2021.
  • Funds reported $7.33B of Affirm stock for Q1 2022, down 49% quarter-over-quarter.
  • 91 funds opened new Affirm positions in Q1 2022 and 132 closed out, a net change of -41 holders.
  • The largest Affirm buyer in Q1 2022 was Capital Research Global Investors, an estimated $602M added.
  • The largest Affirm seller in Q1 2022 was Melvin Capital Management, an estimated $272M sold.

Based on aggregated 13F filings for Q1 2022.