Affirm
AFRM
656 hedge funds and large institutions have $21.2B invested in Affirm in 2026 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 260 increasing their positions, 168 reducing their positions, and 71 closing their positions.
103% more first-time investments, than exits
New positions opened: 144 | Existing positions closed: 71
92% more capital invested
Capital invested by funds: $11B → $21.2B (+$10.2B)
55% more repeat investments, than reductions
Existing positions increased: 260 | Existing positions reduced: 168
11% more funds holding
Funds holding: 592 → 656 (+64)
6.06% more ownership
Funds ownership: 82.19% → 88.25% (+6.1%)
10% less call options, than puts
Call options by funds: $789M | Put options by funds: $874M
12% less funds holding in top 10
Funds holding in top 10: 17 → 15 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$747M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$299M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$100M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$97M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$92.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$184M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$115M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$98M |
| 4 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$80M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$75.1M |
AFRM Hedge Fund Activity: Q2 2026 in Review
656 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q2 2026, worth a combined $21.2B — up 92% from $11B a quarter earlier.
Buyers outnumbered sellers: 144 funds opened new AFRM positions and 71 closed out — a net gain of 73 holders — while 260 added to existing stakes and 168 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $747M. The largest seller was Citadel Advisors, cutting an estimated $184M.
- 656 institutional investors held Affirm (AFRM) as of Q2 2026, up from 592 in Q1 2026.
- Funds reported $21.2B of Affirm stock for Q2 2026, up 92% quarter-over-quarter.
- 144 funds opened new Affirm positions in Q2 2026 and 71 closed out, a net change of +73 holders.
- The largest Affirm buyer in Q2 2026 was JP Morgan Chase, an estimated $747M added.
- The largest Affirm seller in Q2 2026 was Citadel Advisors, an estimated $184M sold.
Based on aggregated 13F filings for Q2 2026.