We are live on ! Find out more

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
RI
401
Ridgewood Investments
New Jersey
$54.8K
CIBC Private Wealth Group
402
CIBC Private Wealth Group
Georgia
$47.1K +$445 +8 +1%
PWMG
403
Prestige Wealth Management Group
New Jersey
$46.1K +$18.5K +332 +78%
CFD
404
Creative Financial Designs
Indiana
$45.1K +$35.6K +640 +640%
OWP
405
ORG Wealth Partners
Texas
$42.7K
CAS
406
Coppell Advisory Solutions
Texas
$40K +$35.5K +639 New
A
407
AlphaQuest
New York
$37.9K -$498K -8,958 -94%
QL
408
Quarry LP
New York
$36.6K -$167K -3,007 -83%
SIS
409
Strategic Investment Solutions
Illinois
$34.4K +$38.9K +700 New
RS
410
R Squared
Hong Kong
$32.9K +$30K +540 New
GWM
411
Geneos Wealth Management
Colorado
$32K +$22.8K +410 +357%
WT
412
Washington Trust
Rhode Island
$31.7K
CAL
413
Capital Advisors Ltd
Ohio
$30K
IUHSA
414
Itau Unibanco Holding S.A.
Brazil
$28.3K +$25.8K +464 New
HI
415
Harbour Investments
Wisconsin
$27.1K +$5.56K +100 +29%
CFGS
416
Concourse Financial Group Securities
Alabama
$26.5K +$25.4K +457 +3,808%
QC
417
Quent Capital
New York
$26.4K -$4.39K -79 -15%
CI Investments Inc
418
CI Investments Inc
Ontario, Canada
$26K -$1.06K -19 -4%
HFS
419
Hantz Financial Services
Michigan
$26K
PS
420
Principal Securities
Iowa
$24.9K -$37K -666 -62%
MG
421
Mather Group
Illinois
$24.5K
SC
422
Swan Capital
Florida
$24.4K
WOC
423
West Oak Capital
California
$24K
AAP
424
Arax Advisory Partners
Colorado
$20.2K +$1.39K +25 +8%
OIA
425
Optimum Investment Advisors
Illinois
$20.1K

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.