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354 hedge funds and large institutions have $3.26B invested in Affirm in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 115 increasing their positions, 82 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 82

18% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 55

11% more capital invested

Capital invested by funds: $2.94B → $3.26B (+$321M)

4.23% more ownership

Funds ownership: 71.89%76.12% (+4.2%)

2% more funds holding

Funds holding: 347354 (+7)

3% more call options, than puts

Call options by funds: $334M | Put options by funds: $326M

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
354
Holders Change
+7
Holders Change %
+2.02%
% of All Funds
6.1%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.26%
New
65
Increased
115
Reduced
82
Closed
55
Calls
$334M
Puts
$326M
Net Calls
+$8.53M
Net Calls Change
+$84.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DFCM
376
Dark Forest Capital Management
Puerto Rico
-$9K -487 Closed
COCM
377
Charter Oak Capital Management
New Hampshire
-$5K -250 Closed
AWM
378
Avior Wealth Management
Nebraska
-$3K -182 Closed
FCA
379
FinTrust Capital Advisors
South Carolina
-$4K -150 Closed
HF
380
Halpern Financial
Virginia
-$1.81K -100 Closed
VVP
381
Venture Visionary Partners
Ohio
-$1.57K -87 Closed
MCC
382
Money Concepts Capital
Florida
-$2.09K -80 -93%
MPWT
383
MassMutual Private Wealth & Trust
Connecticut
-$1K -60 Closed
MA
384
MCF Advisors
Kentucky
-$1K -50 Closed
VCM
385
Versant Capital Management
Arizona
-$497 -19 -61%
HS
386
Horan Securities
United States
-$262 -10 -38%
GWS
387
Glassman Wealth Services
Virginia
+$366 +14 New
QCG
388
Quadrant Capital Group
Ohio
+$366 +14 New
BTI
389
Blue Trust Inc
Georgia
+$392 +15 New
LS
390
Leelyn Smith
Illinois
+$419 +16 New
QC
391
Quent Capital
New York
+$497 +19 +271%
AssetMark Inc
392
AssetMark Inc
California
+$575 +22 New
LC
393
Lindbrook Capital
California
+$575 +22 New
BWM
394
BerganKDV Wealth Management
Minnesota
+$602 +23 New
N
395
Nuveen
North Carolina
+$3.53M +135,045 +40%

AFRM Hedge Fund Activity: Q3 2022 in Review

354 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q3 2022, worth a combined $3.26B — up 11% from $2.94B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AFRM positions and 55 closed out — a net gain of 10 holders — while 115 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $122M. The largest seller was VK Services, cutting an estimated $32.9M.

  • 354 institutional investors held Affirm (AFRM) as of Q3 2022, up from 347 in Q2 2022.
  • Funds reported $3.26B of Affirm stock for Q3 2022, up 11% quarter-over-quarter.
  • 65 funds opened new Affirm positions in Q3 2022 and 55 closed out, a net change of +10 holders.
  • The largest Affirm buyer in Q3 2022 was Morgan Stanley, an estimated $122M added.
  • The largest Affirm seller in Q3 2022 was VK Services, an estimated $32.9M sold.

Based on aggregated 13F filings for Q3 2022.