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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
OC
476
Oppenheimer & Co
New York
-$243K -2,420 Closed
HCA
477
Harbour Capital Advisors
Virginia
-$239K -2,375 Closed
NA
478
NewEdge Advisors
Louisiana
-$235K -2,331 Closed
SGK
479
Steigerwald Gordon & Koch
Virginia
-$231K -2,293 Closed
MPCG
480
Matrix Private Capital Group
New York
-$229K -2,276 Closed
FA
481
Friess Associates
Delaware
-$228K -2,268 Closed
Principal Financial Group
482
Principal Financial Group
Iowa
-$213K -2,116 Closed
Impax Asset Management Group
483
Impax Asset Management Group
United Kingdom
-$202K -2,012 Closed
GA
484
GraniteShares Advisors
New York
-$128K -1,273 Closed
Bank Julius Baer & Co
485
Bank Julius Baer & Co
Switzerland
-$93K -930 Closed
KCM
486
KRS Capital Management
Michigan
-$80K -805 Closed
Pacer Advisors
487
Pacer Advisors
Pennsylvania
-$56K -555 Closed
AS
488
Altshuler Shaham
Israel
-$35K -352 Closed
SCA
489
Snowden Capital Advisors
New York
-$28K -282 Closed
BFEC
490
Benjamin F. Edwards & Company
Missouri
-$27K -270 Closed
AWA
491
Amplius Wealth Advisors
Pennsylvania
-$21K -212 Closed
NL
492
NVWM LLC
Pennsylvania
-$20K -200 Closed
EW
493
Evoke Wealth
California
-$16K -160 Closed
CA
494
Cornerstone Advisory
Maryland
-$15K -150 Closed
RE
495
RBC Europe
United Kingdom
-$15K -147 Closed
SIC
496
SJS Investment Consulting
Ohio
-$10K -100 Closed
SWM
497
Sugarloaf Wealth Management
Georgia
-$5.23K -100 Closed
AP
498
Arlington Partners
Alabama
-$8K -78 Closed
CAL
499
Capital Analysts LLC
Pennsylvania
-$7K -68 Closed
MIFH
500
Migdal Insurance & Financial Holdings
Israel
-$7K -63 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.