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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
Thrivent Financial for Lutherans
351
Thrivent Financial for Lutherans
Minnesota
$228K +$208K +3,750 New
FRA
352
Frank Rimerman Advisors
California
$225K +$205K +3,691 New
DT
353
Diversified Trust
Tennessee
$225K +$205K +3,689 New
AWS
354
Atria Wealth Solutions
New York
$224K +$204K +3,674 New
AC
355
ASB Consultores
Florida
$223K -$156K -2,800 -43%
Wealthfront Advisers
356
Wealthfront Advisers
California
$222K +$202K +3,641 New
LCM
357
Landscape Capital Management
New Jersey
$221K -$4.16M -74,859 -95%
KI
358
Keystone Investors
Singapore
$218K -$7M -125,853 -97%
SLAM
359
Swiss Life Asset Management
$213K +$195K +3,508 New
AA
360
Ancora Advisors
Ohio
$213K +$56 +1 +0%
Truist Financial
361
Truist Financial
North Carolina
$212K +$194K +3,484 New
IA
362
IFP Advisors
Florida
$212K +$61.3K +1,103 +47%
LBC
363
Leigh Baldwin & Co
New York
$210K +$192K +3,451 New
BFG
364
Bleakley Financial Group
New Jersey
$210K +$192K +3,450 New
Vontobel Holding
365
Vontobel Holding
Switzerland
$208K +$189K +3,409 New
VCM
366
Versant Capital Management
Arizona
$207K +$32.6K +586 +21%
CC
367
Corton Capital
Ontario, Canada
$207K -$90K -1,620 -32%
HAG
368
HighPoint Advisor Group
Illinois
$204K +$145K +2,615 New
KSWA
369
Kathleen S. Wright Associates
Pennsylvania
$203K -$105K -1,882 -36%
CMBA
370
C.M. Bidwell & Associates
Hawaii
$202K +$184K +3,312 New
MCM
371
MAI Capital Management
Ohio
$162K +$147K +2,652 New
NFSG
372
Newbridge Financial Services Group
Florida
$146K +$5.56K +100 +4%
GM
373
GeoWealth Management
Illinois
$144K -$2.72K -49 -2%
Northwestern Mutual Wealth Management
374
Northwestern Mutual Wealth Management
Wisconsin
$137K +$115K +2,064 +1,128%
EWA
375
EverSource Wealth Advisors
Alabama
$130K -$1.67K -30 -1%

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.