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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
Cerity Partners
301
Cerity Partners
New York
$370K -$50.2K -904 -12%
QOP
302
Quinn Opportunity Partners
Virginia
$365K +$334K +6,000 New
HA
303
Huntleigh Advisors
Missouri
$359K +$327K +5,888 New
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$357K +$30.7K +552 +10%
HWM
305
Hemington Wealth Management
Virginia
$354K -$1.17K -21 -0.4%
HFP
306
Holistic Financial Partners
Indiana
$343K -$10.1K -181 -3%
AAS
307
Avantax Advisory Services
Texas
$340K +$311K +5,587 New
Capstone Investment Advisors
308
Capstone Investment Advisors
New York
$340K +$310K +5,579 New
CUAMC
309
China Universal Asset Management Company
China
$338K +$308K +5,547 New
WPW
310
Waldron Private Wealth
Pennsylvania
$334K +$19.8K +357 +7%
CTC (Chicago Trading Company)
311
CTC (Chicago Trading Company)
Illinois
$331K -$347K -6,234 -53%
OTL
312
Oak Thistle LLC
New York
$329K -$1.3M -23,426 -81%
CIA
313
Choate Investment Advisors
Massachusetts
$328K
Stifel Financial
314
Stifel Financial
Missouri
$327K -$11.6K -208 -4%
Comerica Bank
315
Comerica Bank
Texas
$318K -$133K -2,400 -31%
KWM
316
Kingsview Wealth Management
Oregon
$318K +$290K +5,224 New
YCG
317
Yeomans Consulting Group
Georgia
$313K +$286K +5,145 New
AL
318
Aspiriant LLC
California
$311K +$3.39K +61 +1%
S
319
SignatureFD
Georgia
$307K -$7.28K -131 -3%
RS
320
Rakuten Securities
Japan
$306K -$17.7K -318 -6%
AF
321
Advisornet Financial
Minnesota
$305K +$56 +1 +0%
PFO
322
PMC FIG Opportunities
Israel
$300K -$589K -10,596 -68%
WFI
323
West Family Investments
California
$296K +$270K +4,866 New
PAM
324
Paradigm Asset Management
New York
$286K +$261K +4,700 New
MIM
325
MetLife Investment Management
New Jersey
$277K +$27.7K +499 +12%

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.