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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
CFO
476
CVA Family Office
Colorado
$2.13K
PPA
477
Painted Porch Advisors
California
$2.13K +$1.95K +35 New
AssetMark Inc
478
AssetMark Inc
California
$2.07K +$1.39K +25 +278%
CA
479
Clearstead Advisors
Ohio
$1.62K +$111 +2 +8%
DPW
480
DiNuzzo Private Wealth
Pennsylvania
$1.52K +$500 +9 +56%
SIC
481
SJS Investment Consulting
Ohio
$1.34K -$278 -5 -19%
LFG
482
Larson Financial Group
Missouri
$1.28K +$889 +16 +320%
CA
483
Continuum Advisory
Idaho
$1.1K -$889 -16 -47%
WA
484
Whipplewood Advisors
Colorado
$1.03K +$945 +17 New
CSWM
485
Cassady Schiller Wealth Management
Ohio
$974 +$889 +16 New
HWA
486
Heritage Wealth Advisors
Virginia
$914
PS
487
PayPay Securities
Japan
$914 +$334 +6 +67%
BCWM
488
Bartlett & Co Wealth Management
Ohio
$853
CPG
489
Cornerstone Planning Group
New Jersey
$717
RAM
490
Riggs Asset Management
Pennsylvania
$689
RFS
491
Richardson Financial Services
Massachusetts
$670 -$1.11K -20 -65%
DWM
492
Darwin Wealth Management
Florida
$609
VWM
493
Vermillion Wealth Management
Minnesota
$609 +$556 +10 New
PWA
494
Principia Wealth Advisory
Texas
$487 +$445 +8 New
PFBT
495
Parkside Financial Bank & Trust
Missouri
$427 -$834 -15 -68%
MCM
496
MV Capital Management
Maryland
$427 -$111 -2 -22%
PWM
497
Parkworth Wealth Management
California
$366 +$334 +6 New
EWP
498
Elevation Wealth Partners
California
$305
Macquarie Group
499
Macquarie Group
Australia
$213 +$195K +3,504 New
HCP
500
Hexagon Capital Partners
Arkansas
$183 -$167 -3 -50%

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.