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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
SPIA
376
Steward Partners Investment Advisory
New York
$114K +$38.9K +700 +59%
National Bank of Canada
377
National Bank of Canada
Quebec, Canada
$113K -$142K -2,548 -58%
TLCM
378
Twin Lakes Capital Management
California
$110K
CF
379
Corebridge Financial
Texas
$110K +$4.34K +78 +5%
HMS
380
Hanseatic Management Services
New Mexico
$109K +$10.8K +194 +12%
AAM
381
Advisors Asset Management
Colorado
$109K +$40K +720 +67%
FDCDDQ
382
Federation des caisses Desjardins du Quebec
Quebec, Canada
$109K +$611 +11 +0.6%
GWSA
383
Global Wealth Strategies & Associates
Colorado
$108K
YDMI
384
Y.D. More Investments
Israel
$103K -$2.67K -48 -3%
Mirae Asset Global Investments
385
Mirae Asset Global Investments
South Korea
$99.3K +$27.6K +496 +45%
Credit Agricole
386
Credit Agricole
France
$97.7K -$407K -7,330 -82%
VWM
387
Venturi Wealth Management
Texas
$86.6K +$18.1K +325 +30%
Citadel Advisors
388
Citadel Advisors
Florida
$85.9K -$147M -2,646,513 -100%
WIM
389
Westside Investment Management
California
$84.7K
BIG
390
Brooklyn Investment Group
New York
$84.2K -$30K -540 -28%
Jones Financial Companies
391
Jones Financial Companies
Missouri
$83.3K -$48.6K -875 -39%
SAM
392
Smartleaf Asset Management
Massachusetts
$82.8K +$2.22K +40 +3%
QCG
393
Quadrant Capital Group
Ohio
$74.4K -$7.12K -128 -9%
CA
394
CoreCap Advisors
Michigan
$72.5K +$65.6K +1,181 +11,810%
FFA
395
Farther Finance Advisors
California
$69.3K +$3.56K +64 +6%
WCM
396
WealthTrak Capital Management
Virginia
$67.6K +$61.7K +1,110 New
VNA
397
Valley National Advisers
Pennsylvania
$61K +$56.1K +1,010 New
BWL
398
Bogart Wealth LLC
Virginia
$60.9K +$55.6K +1,000 New
LC
399
Lindbrook Capital
California
$58.1K -$445 -8 -0.8%
BTI
400
Blue Trust Inc
Georgia
$56.9K +$8.56K +154 +20%

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.