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Affirm
AFRM

Overview Fund Activity

387 hedge funds and large institutions have $7.33B invested in Affirm in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 155 increasing their positions, 69 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
-47
Holders Change %
-10.83%
% of All Funds
6.12%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.32%
New
90
Increased
155
Reduced
69
Closed
132
Calls
$805M
Puts
$941M
Net Calls
-$136M
Net Calls Change
-$729M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.43B
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$948M
3
Morgan Stanley
Morgan Stanley
New York
$486M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$460M
5
Vanguard Group
Vanguard Group
Pennsylvania
$764M

Top Sellers

1
MCM
Melvin Capital Management
New York
$0
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$11.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$71.7M
4
Coatue Management
Coatue Management
New York
$0
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ODG
326
O'Dell Group
Ohio
$8K +$3.43K +75 +75%
PWC
327
PYA Waltman Capital
Tennessee
$7K – – –
TAIM
328
TD Ameritrade Investment Management
Nebraska
$7K +$2.28K +46 +48%
CSB
329
City State Bank
Iowa
$7K +$2.94K +65 +72%
COCM
330
Charter Oak Capital Management
New Hampshire
$7K +$7K +150 New
EIP
331
Ellis Investment Partners
Pennsylvania
$7K +$7K +155 New
DB
332
Dravo Bay
Delaware
$6.02K +$6.02K +130 New
ZB
333
Zions Bancorporation
Utah
$6K +$3.63K +78 +153%
FRA
334
Front Row Advisors
California
$5K – – –
TWM
335
Tradition Wealth Management
Minnesota
$5K – – –
TIM
336
Tortoise Investment Management
New York
$5K – – –
TVWM
337
Tower View Wealth Management
Wisconsin
$5K – – –
CWA
338
Clearview Wealth Advisors
Oregon
$5K – – –
SIC
339
Salem Investment Counselors
North Carolina
$5K +$5K +100 New
DWP
340
Destiny Wealth Partners
Florida
$5K +$5K +100 New
HPC
341
HM Payson & Co
Maine
$4K -$17.3K -364 -81%
LWCFA
342
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K – – –
BCM
343
Blume Capital Management
California
$4K – – –
AF
344
Allworth Financial
California
$4K – – –
BEI
345
Benjamin Edwards Inc
Missouri
$4K +$1.49K +29 +59%
AWM
346
Activest Wealth Management
Florida
$4K +$2.59K +59 +184%
HFS
347
Hantz Financial Services
Michigan
$4K +$4K +78 New
WIM
348
Westside Investment Management
California
$3.79K +$529 +190 +16%
WWM
349
Wolff Wiese Magana
California
$3K -$49.7K -1,225 -94%
US Bancorp
350
US Bancorp
Minnesota
$3K -$52.2K -1,184 -95%
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