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391 hedge funds and large institutions have $7.33B invested in Affirm in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 158 increasing their positions, 69 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 69

3.9% more ownership

Funds ownership: 66.9%70.8% (+3.9%)

11% less funds holding

Funds holding: 438391 (-47)

14% less call options, than puts

Call options by funds: $805M | Put options by funds: $941M

23% less funds holding in top 10

Funds holding in top 10: 2620 (-6)

31% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 132

49% less capital invested

Capital invested by funds: $14.3B → $7.33B (-$6.94B)

Holders
391
Holders Change
-47
Holders Change %
-10.73%
% of All Funds
6.17%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.32%
New
91
Increased
158
Reduced
69
Closed
132
Calls
$805M
Puts
$941M
Net Calls
-$136M
Net Calls Change
-$729M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
451
Draper Asset Management
New York
-$487K -4,839 Closed
TFS
452
Thoroughbred Financial Services
Tennessee
-$457K -4,550 Closed
CIBC Private Wealth Group
453
CIBC Private Wealth Group
Georgia
-$436K -4,333 Closed
RCAG
454
Rehmann Capital Advisory Group
Michigan
-$430K -4,276 Closed
FFA
455
First Foundation Advisors
California
-$427K -4,242 Closed
Franklin Resources
456
Franklin Resources
California
-$414K -4,121 Closed
AL
457
Aspiriant LLC
California
-$413K -4,106 Closed
AWM
458
Axxcess Wealth Management
California
-$394K -3,914 Closed
WAM
459
Weiss Asset Management
Massachusetts
-$339K -3,370 Closed
State Board of Administration of Florida Retirement System
460
State Board of Administration of Florida Retirement System
Florida
-$329K -3,276 Closed
ASFA
461
All Season Financial Advisors
Colorado
-$311K -3,097 Closed
G
462
Gainplan
Michigan
-$304K -3,021 Closed
Janney Montgomery Scott
463
Janney Montgomery Scott
Pennsylvania
-$298K -2,965 Closed
FFM
464
Forum Financial Management
Illinois
-$297K -2,958 Closed
PP
465
Paloma Partners
Connecticut
-$294K -2,925 Closed
VBFG
466
Vishria Bird Financial Group
Tennessee
-$285K -2,833 Closed
GSC
467
Ground Swell Capital
South Carolina
-$284K -2,822 Closed
ECM
468
Evergreen Capital Management
Washington
-$283K -2,816 Closed
RB
469
Richmond Brothers
Michigan
-$280K -2,787 Closed
AWM
470
Apollon Wealth Management
South Carolina
-$272K -2,709 Closed
OAM
471
Occidental Asset Management
California
-$266K -2,649 Closed
KA
472
Kovack Advisors
Florida
-$264K -2,621 Closed
TI
473
Tidal Investments
Wisconsin
-$257K -2,560 Closed
LFM
474
LGT Fund Management
Liechtenstein
-$251K -2,500 Closed
William Blair & Company
475
William Blair & Company
Illinois
-$247K -2,456 Closed

AFRM Hedge Fund Activity: Q1 2022 in Review

391 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q1 2022, worth a combined $7.33B — down 49% from $14.3B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of AFRM and 91 opened new positions — a net loss of 41 holders — while 69 trimmed existing stakes and 158 added.

The largest buyer was Capital Research Global Investors, adding an estimated $602M. The largest seller was Melvin Capital Management, exiting entirely with an estimated $272M sold.

  • 391 institutional investors held Affirm (AFRM) as of Q1 2022, down from 438 in Q4 2021.
  • Funds reported $7.33B of Affirm stock for Q1 2022, down 49% quarter-over-quarter.
  • 91 funds opened new Affirm positions in Q1 2022 and 132 closed out, a net change of -41 holders.
  • The largest Affirm buyer in Q1 2022 was Capital Research Global Investors, an estimated $602M added.
  • The largest Affirm seller in Q1 2022 was Melvin Capital Management, an estimated $272M sold.

Based on aggregated 13F filings for Q1 2022.