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354 hedge funds and large institutions have $3.26B invested in Affirm in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 115 increasing their positions, 82 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 82

18% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 55

11% more capital invested

Capital invested by funds: $2.94B → $3.26B (+$321M)

4.23% more ownership

Funds ownership: 71.89%76.12% (+4.2%)

2% more funds holding

Funds holding: 347354 (+7)

3% more call options, than puts

Call options by funds: $334M | Put options by funds: $326M

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
354
Holders Change
+7
Holders Change %
+2.02%
% of All Funds
6.1%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.26%
New
65
Increased
115
Reduced
82
Closed
55
Calls
$334M
Puts
$326M
Net Calls
+$8.53M
Net Calls Change
+$84.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
126
HighTower Advisors
Illinois
$913K +$214K +8,192 +20%
Nomura Asset Management
127
Nomura Asset Management
Japan
$834K +$235K +9,000 +25%
CWM
128
CIBC World Markets
New York
$825K +$1.15M +44,000 New
SW
129
SVB Wealth
Massachusetts
$782K +$1.09M +41,644 New
Toronto Dominion Bank
130
Toronto Dominion Bank
Ontario, Canada
$777K -$25.6K -980 -2%
VPIM
131
Vanguard Personalized Indexing Management
California
$750K +$56.6K +2,165 +6%
WAM
132
Wolverine Asset Management
Illinois
$721K -$3.33M -127,403 -77%
TAF
133
Tredje AP-fonden
Sweden
$719K +$1M +38,308 New
OFG
134
Omega Financial Group
California
$712K +$238K +9,105 +32%
VanEck Associates
135
VanEck Associates
New York
$707K -$283K -10,827 -22%
NEI
136
Northwest & Ethical Investments
Ontario, Canada
$694K
CA
137
Cetera Advisors
Colorado
$692K +$966K +36,912 New
RJA
138
Raymond James & Associates
Florida
$691K -$159K -6,094 -14%
AP
139
AtonRa Partners
Switzerland
$680K -$212K -8,092 -18%
Envestnet Asset Management
140
Envestnet Asset Management
Illinois
$667K +$3.69K +141 +0.4%
II
141
IFM Investors
Australia
$656K
BWP
142
Balboa Wealth Partners
Arizona
$629K +$877K +33,541 New
OCM
143
Octahedron Capital Management
California
$614K
BPC
144
Banque Pictet & Cie
Switzerland
$609K -$867K -33,155 -51%
Verition Fund Management
145
Verition Fund Management
Connecticut
$609K +$482K +18,441 +131%
URS
146
Utah Retirement Systems
Utah
$608K +$2.62K +100 +0.3%
AB
147
Amalgamated Bank
New York
$607K +$20.2K +772 +2%
PHK
148
Point72 Hong Kong
Hong Kong
$597K +$832K +31,826 New
PFS
149
Prospera Financial Services
Texas
$555K +$20.4K +779 +3%
N
150
Natixis
France
$549K +$48.7K +1,862 +7%

AFRM Hedge Fund Activity: Q3 2022 in Review

354 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q3 2022, worth a combined $3.26B — up 11% from $2.94B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AFRM positions and 55 closed out — a net gain of 10 holders — while 115 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $122M. The largest seller was VK Services, cutting an estimated $32.9M.

  • 354 institutional investors held Affirm (AFRM) as of Q3 2022, up from 347 in Q2 2022.
  • Funds reported $3.26B of Affirm stock for Q3 2022, up 11% quarter-over-quarter.
  • 65 funds opened new Affirm positions in Q3 2022 and 55 closed out, a net change of +10 holders.
  • The largest Affirm buyer in Q3 2022 was Morgan Stanley, an estimated $122M added.
  • The largest Affirm seller in Q3 2022 was VK Services, an estimated $32.9M sold.

Based on aggregated 13F filings for Q3 2022.