AFRM icon

Affirm
AFRM

Overview Fund Activity

302 hedge funds and large institutions have $2.05B invested in Affirm in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 87 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-47
Holders Change %
-13.47%
% of All Funds
4.83%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
44
Increased
94
Reduced
87
Closed
85
Calls
$200M
Puts
$327M
Net Calls
-$126M
Net Calls Change
-$155M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$173M
2
Morgan Stanley
2
Morgan Stanley
New York
$283M
3
LUGPI
3
Lightspeed Ultimate General Partner IX
California
$53.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$48.7M
5
Bank of America
5
Bank of America
North Carolina
$30.9M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$237M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.68M
3
BlackRock
3
BlackRock
New York
$104M
4
GGHC
4
Gilder Gagnon Howe & Co
New York
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
351
Prudential plc
United Kingdom
– -$117K -12,097 Closed
Nordea Investment Management
352
Nordea Investment Management
Sweden
– -$116K -12,049 Closed
BRWA
353
B. Riley Wealth Advisors
Florida
– -$110K -11,418 Closed
VIA
354
Vident Investment Advisory
Georgia
– -$106K -10,969 Closed
PAG
355
Private Advisor Group
New Jersey
– -$105 -10,901 Closed
Public Sector Pension Investment Board (PSP Investments)
356
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$99.6K -10,300 Closed
PAM
357
Panagora Asset Management
Massachusetts
– -$98.5K -10,188 Closed
JF
358
Jump Financial
Illinois
– -$98.3K -10,168 Closed
MML Investors Services
359
MML Investors Services
Massachusetts
– -$98K -10,119 Closed
Rockefeller Capital Management
360
Rockefeller Capital Management
New York
– -$97K -10,103 Closed
Corient Private Wealth
361
Corient Private Wealth
Florida
– -$97.2K -10,056 Closed
HT
362
Headlands Technologies
Illinois
– -$91K -9,385 Closed
Acadian Asset Management
363
Acadian Asset Management
Massachusetts
– -$51K -5,356 Closed
VI
364
Vestcor Inc
New Brunswick, Canada
– -$45K -4,613 Closed
O
365
Ossiam
France
– -$16.1K -1,666 Closed
R
366
Rebalance
California
– -$9.67K -1,000 Closed
EC
367
Elequin Capital
New York
– -$8.51K -880 Closed
MWM
368
MinichMacGregor Wealth Management
New York
– -$7K -724 Closed
AWM
369
Accurate Wealth Management
Florida
– -$5.33K -530 Closed
MSCM
370
McElhenny Sheffield Capital Management
Texas
– -$68.5K -388 Closed
AWM
371
Atticus Wealth Management
Florida
– -$1.9K -196 Closed
MCC
372
Money Concepts Capital
Florida
– -$1.71K -177 Closed
CSPIA
373
Cary Street Partners Investment Advisory
Virginia
– -$1.45K -150 Closed
DWP
374
Destiny Wealth Partners
Florida
– -$967 -100 Closed
USCWA
375
U.S. Capital Wealth Advisors
Texas
– -$967 -100 Closed
12 13 14
15
16