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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
CB
326
Commerce Bank
Missouri
$274K +$250K +4,503 New
SAM
327
Shell Asset Management
Netherlands
$273K +$249K +4,487 New
MG
328
Marex Group
$273K +$249K +4,477 New
Daiwa Securities Group
329
Daiwa Securities Group
Japan
$272K +$6.39K +115 +3%
LNWWM
330
Laird Norton Wetherby Wealth Management
California
$266K +$243K +4,376 New
WMA
331
West Michigan Advisors
Michigan
$261K +$238K +4,280 New
CL
332
Choreo LLC
Illinois
$261K +$231K +4,161 New
CCM
333
Coldstream Capital Management
Washington
$258K +$236K +4,242 New
PA
334
Parallel Advisors
California
$256K +$33.2K +598 +17%
JAM
335
Jupiter Asset Management
United Kingdom
$255K +$233K +4,195 New
GI
336
GAMMA Investing
California
$254K +$41K +738 +21%
PCMH
337
Polymer Capital Management (HK)
Hong Kong
$254K +$232K +4,170 New
VanEck Associates
338
VanEck Associates
New York
$249K -$58.3K -1,048 -20%
BP
339
Ballentine Partners
Massachusetts
$249K +$227K +4,082 New
FIA
340
Foundations Investment Advisors
Arizona
$247K +$225K +4,054 New
SH
341
SLT Holdings
Arizona
$247K +$225K +4,054 New
EFS
342
Essex Financial Services
Connecticut
$244K +$223K +4,004 New
CWM
343
Challenger Wealth Management
California
$244K +$222K +4,000 New
BC
344
Bridgefront Capital
Texas
$241K +$220K +3,959 New
CAPTRUST Financial Advisors
345
CAPTRUST Financial Advisors
North Carolina
$240K +$219K +3,942 New
Acadian Asset Management
346
Acadian Asset Management
Massachusetts
$233K +$214K +3,843 New
PRS
347
Pinkerton Retirement Specialists
Idaho
$232K +$212K +3,806 New
MS
348
Maven Securities
Jersey
$231K +$211K +3,800 New
BC
349
Bayforest Capital
United Kingdom
$229K +$209K +3,765 New
Wealth Enhancement Advisory Services
350
Wealth Enhancement Advisory Services
Minnesota
$228K +$208K +3,747 New

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.