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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
LPL Financial
101
LPL Financial
California
$3.56M -$2.55M -48,669 -39%
CAMG
102
CWA Asset Management Group
Florida
$3.47M +$1.03M +19,747 +36%
NC
103
NZS Capital
Colorado
$3.35M +$2.21M +42,170 +139%
Osaic Holdings
104
Osaic Holdings
Arizona
$3.28M +$1.38M +26,367 +70%
OCM
105
Once Capital Management
New York
$3.26M +$3.69M +70,500 New
Asset Management One
106
Asset Management One
Japan
$3.16M +$1.67M +31,854 +87%
Ameriprise
107
Ameriprise
Minnesota
$3.11M -$2.83M -54,001 -43%
BCP
108
Berylson Capital Partners
Massachusetts
$3.03M +$3.43M +65,500 New
Ensign Peak Advisors
109
Ensign Peak Advisors
Utah
$2.99M -$2.05M -39,209 -38%
PFM
110
Privium Fund Management
Netherlands
$2.97M
PAMS
111
Pictet Asset Management (Switzerland)
Switzerland
$2.79M +$1.66M +31,652 +111%
PI
112
PEAK6 Investments
Illinois
$2.78M -$7.9M -150,901 -72%
FAF
113
Fjarde Ap-fonden
Sweden
$2.64M +$1.33M +25,495 +81%
VanEck Associates
114
VanEck Associates
New York
$2.64M +$2.08M +39,787 +232%
Korea Investment Corp
115
Korea Investment Corp
South Korea
$2.6M +$1.59M +30,300 +117%
ROTUOC
116
Regents of the University of California
California
$2.45M
Royal London Asset Management
117
Royal London Asset Management
United Kingdom
$2.45M +$2.76M +52,837 New
RC
118
Renaissance Capital
Connecticut
$2.44M -$893K -17,062 -24%
CG
119
Cutler Group
California
$2.43M -$790K -15,094 -22%
Vontobel Holding
120
Vontobel Holding
Switzerland
$2.39M +$1.4M +26,837 +111%
DAL
121
Delta Air Lines
Georgia
$2.31M
RJA
122
Raymond James & Associates
Florida
$2.3M +$210K +4,005 +9%
JCM
123
JAT Capital Management
Connecticut
$2.2M +$2.49M +47,500 New
ASRS
124
Arizona State Retirement System
Arizona
$2.12M +$1.14M +21,797 +91%
DS
125
DRW Securities
Illinois
$1.86M +$2.1M +40,155 New

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.