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Affirm

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
BCM
301
Blume Capital Management
California
$2K
CA
302
Centerpoint Advisors
Massachusetts
$2K
CWA
303
Clearview Wealth Advisors
Oregon
$2K
DWP
304
Destiny Wealth Partners
Florida
$2K
FRA
305
Front Row Advisors
California
$2K
HPC
306
HM Payson & Co
Maine
$2K
IAMOG
307
Investors Asset Management of Georgia
Georgia
$2K
SIC
308
Salem Investment Counselors
North Carolina
$2K
TIM
309
Tortoise Investment Management
New York
$2K
TVWM
310
Tower View Wealth Management
Wisconsin
$2K
1832 Asset Management
311
1832 Asset Management
Ontario, Canada
$2K +$2.41K +92 New
EW
312
Evoke Wealth
California
$2K +$2.72K +104 New
HGERS
313
Householder Group Estate & Retirement Specialist
Arizona
$2K +$3.53K +135 New
WIM
314
Westside Investment Management
California
$1.53K +$1.05K +40 +2%
WWM
315
Wolff Wiese Magana
California
$1K -$628 -24 -32%
AWM
316
AllSquare Wealth Management
New York
$1K
BCMLT
317
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K
GCS
318
Gordian Capital (Singapore)
Singapore
$1K
HFS
319
Hantz Financial Services
Michigan
$1K
LJHT
320
Laurie J. Hall Trustee
$1K
ODG
321
O'Dell Group
Ohio
$1K
Simplex Trading
322
Simplex Trading
Illinois
$1K
ST
323
Smithfield Trust
Pennsylvania
$1K
WOC
324
West Oak Capital
California
$1K
MS
325
Mizuho Securities
Japan
$1K +$26 +1 +2%

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.