We are live on ! Find out more
AFRM icon

Affirm
AFRM

385 hedge funds and large institutions have $7.19B invested in Affirm in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 126 increasing their positions, 113 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 113

6% less funds holding

Funds holding: 408 → 385 (-23)

14% less call options, than puts

Call options by funds: $648M | Put options by funds: $758M

17.19% less ownership

Funds ownership: 91.71% → 74.52% (-17%)

22% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 85

34% less capital invested

Capital invested by funds: $10.9B → $7.19B (-$3.72B)

35% less funds holding in top 10

Funds holding in top 10: 17 → 11 (-6)

Holders
385
Holders Change
-23
Holders Change %
-5.64%
% of All Funds
5.55%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.16%
New
66
Increased
126
Reduced
113
Closed
85
Calls
$648M
Puts
$758M
Net Calls
-$110M
Net Calls Change
-$94K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$82.6M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$78.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$52.6M
4
Bank of America
Bank of America
North Carolina
+$35.2M
5
Goldman Sachs
Goldman Sachs
New York
+$33.6M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.04B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$103M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
-$96M
4
Jane Street
Jane Street
New York
-$58.8M
5
Renaissance Technologies
Renaissance Technologies
New York
-$57.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
376
Financial Gravity Asset Management
Texas
$298 +$319 +8 New
CIBC Private Wealth Group
377
CIBC Private Wealth Group
Georgia
$279 +$319 +8 New
AWM
378
Avior Wealth Management
Nebraska
$260 -$4.43K -111 -94%
EWP
379
Elevation Wealth Partners
California
$187 +$200 +5 New
LFG
380
Larson Financial Group
Missouri
$186 – – –
WPA
381
West Paces Advisors
Georgia
$186 – – –
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$112 -$121K -3,029 -100%
HCP
383
Hexagon Capital Partners
Arkansas
$112 – – –
MA
384
MCF Advisors
Kentucky
$112 – – –
RAM
385
Riggs Asset Management
Pennsylvania
$112 – – –
Renaissance Technologies
386
Renaissance Technologies
New York
– -$57.4M -1,168,519 Closed
TBWA
387
Three Bridge Wealth Advisors
California
– -$53.9M -1,096,587 Closed
Coatue Management
388
Coatue Management
New York
– -$15M -305,104 Closed
SPS
389
Susquehanna Portfolio Strategies
Pennsylvania
– -$14M -285,206 Closed
ACM
390
Aquatic Capital Management
Illinois
– -$12.5M -254,700 Closed
SC
391
Sculptor Capital
New York
– -$9.82M -199,900 Closed
RC
392
Renaissance Capital
Connecticut
– -$7.07M -143,795 Closed
EGI
393
EAM Global Investors
California
– -$4.96M -100,888 Closed
HCA
394
Harbor Capital Advisors
Illinois
– -$4.35M -88,620 Closed
ACL
395
Azora Capital LP
Florida
– -$3.82M -77,640 Closed
EI
396
EAM Investors
California
– -$3.6M -73,164 Closed
ZIM
397
Zacks Investment Management
Illinois
– -$3.48M -70,813 Closed
PE
398
Point72 Europe
United Kingdom
– -$2.69M -54,712 Closed
IMC Chicago
399
IMC Chicago
Illinois
– -$2.17M -54,400 Closed
ONGA
400
O'Neil Global Advisors
California
– -$2.25M -45,869 Closed
14 15
16
17 18

AFRM Hedge Fund Activity: Q1 2024 in Review

385 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q1 2024, worth a combined $7.19B — down 34% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of AFRM and 66 opened new positions — a net loss of 19 holders — while 113 trimmed existing stakes and 126 added.

The largest buyer was UBS Group, adding an estimated $82.6M. The largest seller was Morgan Stanley, cutting an estimated $1.04B.

  • 385 institutional investors held Affirm (AFRM) as of Q1 2024, down from 408 in Q4 2023.
  • Funds reported $7.19B of Affirm stock for Q1 2024, down 34% quarter-over-quarter.
  • 66 funds opened new Affirm positions in Q1 2024 and 85 closed out, a net change of -19 holders.
  • The largest Affirm buyer in Q1 2024 was UBS Group, an estimated $82.6M added.
  • The largest Affirm seller in Q1 2024 was Morgan Stanley, an estimated $1.04B sold.

Based on aggregated 13F filings for Q1 2024.