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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
TC
326
Tacita Capital
Ontario, Canada
$9K
CHA
327
Carmichael Hill & Associates
Maryland
$9K +$5.23K +100 +100%
AWM
328
Avior Wealth Management
Nebraska
$8K
CA
329
Centerpoint Advisors
Massachusetts
$8K +$3.92K +75 +75%
ODG
330
O'Dell Group
Ohio
$8K +$3.92K +75 +75%
PWC
331
PYA Waltman Capital
Tennessee
$7K
TAIM
332
TD Ameritrade Investment Management
Nebraska
$7K +$2.41K +46 +48%
CSB
333
City State Bank
Iowa
$7K +$3.4K +65 +72%
COCM
334
Charter Oak Capital Management
New Hampshire
$7K +$7.85K +150 New
EIP
335
Ellis Investment Partners
Pennsylvania
$7K +$8.11K +155 New
DB
336
Dravo Bay
Delaware
$6.02K +$6.8K +130 New
ZB
337
Zions Bancorporation
Utah
$6K +$4.08K +78 +153%
CWA
338
Clearview Wealth Advisors
Oregon
$5K
FRA
339
Front Row Advisors
California
$5K
TIM
340
Tortoise Investment Management
New York
$5K
TVWM
341
Tower View Wealth Management
Wisconsin
$5K
TWM
342
Tradition Wealth Management
Minnesota
$5K
DWP
343
Destiny Wealth Partners
Florida
$5K +$5.23K +100 New
SIC
344
Salem Investment Counselors
North Carolina
$5K +$5.23K +100 New
HPC
345
HM Payson & Co
Maine
$4K -$19K -364 -81%
AF
346
Allworth Financial
California
$4K
BCM
347
Blume Capital Management
California
$4K
LWCFA
348
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K
BEI
349
Benjamin Edwards Inc
Missouri
$4K +$1.52K +29 +59%
AWM
350
Activest Wealth Management
Florida
$4K +$3.09K +59 +184%

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.