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408 hedge funds and large institutions have $10.9B invested in Affirm in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 88 increasing their positions, 120 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 37

161% more capital invested

Capital invested by funds: $4.17B → $10.9B (+$6.73B)

31% more funds holding

Funds holding: 311408 (+97)

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

9.91% more ownership

Funds ownership: 81.79%91.71% (+9.9%)

8% less call options, than puts

Call options by funds: $1.21B | Put options by funds: $1.32B

27% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 120

Holders
408
Holders Change
+97
Holders Change %
+31.19%
% of All Funds
5.95%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.25%
New
142
Increased
88
Reduced
120
Closed
37
Calls
$1.21B
Puts
$1.32B
Net Calls
-$110M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$53.2M +$10.9M +376,995 +53%
Northern Trust
27
Northern Trust
Illinois
$50.5M +$721K +24,940 +2%
Holocene Advisors
28
Holocene Advisors
New York
$50.3M -$27.1M -938,487 -48%
Bank of America
29
Bank of America
North Carolina
$40.3M -$1.53M -52,895 -6%
Invesco
30
Invesco
Georgia
$38.6M -$1.58M -54,594 -6%
BC
31
BIT Capital
Germany
$37.5M -$39.8M -1,376,559 -64%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$37.3M +$94K +3,253 +0.4%
Capital Fund Management (CFM)
33
Capital Fund Management (CFM)
France
$35.7M +$11.9M +411,587 +131%
AO
34
Allen Operations
New York
$35.4M
Man Group
35
Man Group
United Kingdom
$32M +$18.8M +651,831 New
Goldman Sachs
36
Goldman Sachs
New York
$30.5M -$30.6M -1,058,586 -63%
N
37
Nuveen
North Carolina
$28.9M -$111K -3,847 -0.6%
JFG
38
Jefferies Financial Group
New York
$25M +$14.7M +508,951 New
Swiss National Bank
39
Swiss National Bank
Switzerland
$20.9M -$445K -15,400 -3%
CS
40
Credit Suisse
Switzerland
$20.7M +$487K +16,831 +4%
Amundi
41
Amundi
France
$17.8M +$1.13M +39,077 +11%
QC
42
Quadrature Capital
United Kingdom
$16.9M +$9.95M +344,333 New
Squarepoint
43
Squarepoint
New York
$16.8M -$16.4M -568,482 -62%
UBS AM
44
UBS AM
Illinois
$16.5M -$364K -12,592 -4%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$16.2M +$150K +5,173 +2%
PHAM
46
Pacific Heights Asset Management
California
$15.5M
ZDA
47
Zweig-DiMenna Associates
New York
$15.4M
Coatue Management
48
Coatue Management
New York
$15M +$8.82M +305,104 New
TI
49
Trexquant Investment
Connecticut
$15M -$2.65M -91,595 -23%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$14.6M -$3.36M -116,137 -28%

AFRM Hedge Fund Activity: Q4 2023 in Review

408 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q4 2023, worth a combined $10.9B — up 161% from $4.17B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new AFRM positions and 37 closed out — a net gain of 105 holders — while 88 added to existing stakes and 120 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $656M. The largest seller was T. Rowe Price Associates, cutting an estimated $143M.

  • 408 institutional investors held Affirm (AFRM) as of Q4 2023, up from 311 in Q3 2023.
  • Funds reported $10.9B of Affirm stock for Q4 2023, up 161% quarter-over-quarter.
  • 142 funds opened new Affirm positions in Q4 2023 and 37 closed out, a net change of +105 holders.
  • The largest Affirm buyer in Q4 2023 was Morgan Stanley, an estimated $656M added.
  • The largest Affirm seller in Q4 2023 was T. Rowe Price Associates, an estimated $143M sold.

Based on aggregated 13F filings for Q4 2023.