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Affirm
AFRM

385 hedge funds and large institutions have $7.19B invested in Affirm in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 126 increasing their positions, 113 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 113

6% less funds holding

Funds holding: 408 → 385 (-23)

14% less call options, than puts

Call options by funds: $648M | Put options by funds: $758M

17.19% less ownership

Funds ownership: 91.71% → 74.52% (-17%)

22% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 85

34% less capital invested

Capital invested by funds: $10.9B → $7.19B (-$3.72B)

35% less funds holding in top 10

Funds holding in top 10: 17 → 11 (-6)

Holders
385
Holders Change
-23
Holders Change %
-5.64%
% of All Funds
5.55%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.16%
New
66
Increased
126
Reduced
113
Closed
85
Calls
$648M
Puts
$758M
Net Calls
-$110M
Net Calls Change
-$94K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$82.6M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$78.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$52.6M
4
Bank of America
Bank of America
North Carolina
+$35.2M
5
Goldman Sachs
Goldman Sachs
New York
+$33.6M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.04B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$103M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
-$96M
4
Jane Street
Jane Street
New York
-$58.8M
5
Renaissance Technologies
Renaissance Technologies
New York
-$57.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
101
Royal Fund Management
Florida
$3.18M +$2.53M +63,500 +292%
OCM
102
Once Capital Management
New York
$3.14M – – –
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$3.1M +$132K +3,300 +4%
Mirae Asset Global Investments
104
Mirae Asset Global Investments
South Korea
$3.09M +$1.71M +42,956 +15%
Verition Fund Management
105
Verition Fund Management
Connecticut
$3.01M +$189K +4,724 +6%
Osaic Holdings
106
Osaic Holdings
Arizona
$2.91M +$343K +8,587 +12%
ET
107
Entropy Technologies
New York
$2.82M +$649K +16,261 +27%
RJFSA
108
Raymond James Financial Services Advisors
Florida
$2.8M -$5.46M -136,709 -65%
VS
109
VK Services
California
$2.79M – – –
TC
110
TownSquare Capital
Utah
$2.79M +$1.17M +29,422 +65%
VC
111
Vestor Capital
Illinois
$2.75M +$2.95M +73,829 New
AFG
112
Atomi Financial Group
New York
$2.63M +$553K +13,867 +24%
Simplex Trading
113
Simplex Trading
Illinois
$2.63M +$2.82M +70,561 New
LMGAM
114
Liberty Mutual Group Asset Management
Massachusetts
$2.58M – – –
LPL Financial
115
LPL Financial
California
$2.57M -$237K -5,932 -8%
Allianz Asset Management
116
Allianz Asset Management
Germany
$2.56M +$2.74M +68,679 New
LP
117
LMR Partners
United Kingdom
$2.41M +$2.58M +64,733 New
HIS
118
Harvest Investment Services
Illinois
$2.37M -$398K -9,973 -14%
EP
119
Edgestream Partners
New Jersey
$2.34M +$2.09M +52,411 +507%
N
120
Numerai
California
$2.34M +$511K +12,806 +26%
SEC
121
Seven Eight Capital
New York
$2.25M +$743K +18,618 +44%
LAM
122
LECAP Asset Management
United Kingdom
$2.25M +$2.41M +60,390 New
ASRS
123
Arizona State Retirement System
Arizona
$2.23M -$16.5K -414 -0.7%
Mitsubishi UFJ Asset Management
124
Mitsubishi UFJ Asset Management
Japan
$2.18M – – –
BCM
125
Bayesian Capital Management
New York
$2.08M +$2.23M +55,800 New
3 4
5
6 7

AFRM Hedge Fund Activity: Q1 2024 in Review

385 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q1 2024, worth a combined $7.19B — down 34% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of AFRM and 66 opened new positions — a net loss of 19 holders — while 113 trimmed existing stakes and 126 added.

The largest buyer was UBS Group, adding an estimated $82.6M. The largest seller was Morgan Stanley, cutting an estimated $1.04B.

  • 385 institutional investors held Affirm (AFRM) as of Q1 2024, down from 408 in Q4 2023.
  • Funds reported $7.19B of Affirm stock for Q1 2024, down 34% quarter-over-quarter.
  • 66 funds opened new Affirm positions in Q1 2024 and 85 closed out, a net change of -19 holders.
  • The largest Affirm buyer in Q1 2024 was UBS Group, an estimated $82.6M added.
  • The largest Affirm seller in Q1 2024 was Morgan Stanley, an estimated $1.04B sold.

Based on aggregated 13F filings for Q1 2024.