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206 hedge funds and large institutions have $5.81B invested in Affirm in 2021 Q1 according to their latest regulatory filings, with 206 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

61.76% more ownership

Funds ownership: 0%61.76% (+62%)

55% more call options, than puts

Call options by funds: $160M | Put options by funds: $103M

Holders
206
Holders Change
+206
Holders Change %
% of All Funds
3.62%
Holding in Top 10
13
Holding in Top 10 Change
+13
Holding in Top 10 Change %
% of All Funds
0.23%
New
206
Increased
Reduced
Closed
Calls
$160M
Puts
$103M
Net Calls
+$56.8M
Net Calls Change
+$56.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
151
Leonteq Securities AG
Switzerland
$120K +$164K +1,690 New
WWM
152
Wolff Wiese Magana
California
$90K +$124K +1,275 New
TWA
153
TCI Wealth Advisors
Arizona
$80K +$110K +1,134 New
JCM
154
Jacobi Capital Management
Pennsylvania
$56K +$76.6K +788 New
CFD
155
Creative Financial Designs
Indiana
$53K +$72.4K +745 New
NG
156
NWK Group
California
$42K +$57.8K +595 New
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$40K +$57.1K +588 New
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$38K +$52.9K +544 New
CG
159
Cutler Group
California
$35K +$48.6K +500 New
FCM
160
Firestone Capital Management
Florida
$32K +$43.7K +450 New
TRCT
161
Tower Research Capital (TRC)
New York
$32K +$43.7K +450 New
RE
162
RBC Europe
United Kingdom
$31.5K +$43.2K +445 New
PA
163
Parallel Advisors
California
$29K +$39.2K +403 New
S
164
SignatureFD
Georgia
$29K +$40.3K +415 New
BAMCO Inc
165
BAMCO Inc
New York
$28K +$39K +401 New
CA
166
Crewe Advisors
Utah
$25K +$34K +350 New
SWM
167
Spire Wealth Management
Virginia
$25K +$34K +350 New
GEA
168
Glen Eagle Advisors
New Jersey
$22.6K +$31.1K +320 New
Citigroup
169
Citigroup
New York
$22K +$30.6K +315 New
HPC
170
HM Payson & Co
Maine
$21K +$29K +298 New
HFA
171
Hoover Financial Advisors
Pennsylvania
$17K +$29.4K +303 New
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$14K +$19.4K +200 New
HIA
173
Harbor Investment Advisory
Maryland
$14K +$19.4K +200 New
EWM
174
Edge Wealth Management
New York
$13K +$17.5K +180 New
LWM
175
Liberty Wealth Management
California
$12K +$9.72K +100 New

AFRM Hedge Fund Activity: Q1 2021 in Review

206 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q1 2021, worth a combined $5.81B.

Buyers outnumbered sellers: 206 funds opened new AFRM positions and 0 closed out — a net gain of 206 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $795M.

  • 206 institutional investors held Affirm (AFRM) as of Q1 2021, up from 0 in Q4 2020.
  • Funds reported $5.81B of Affirm stock for Q1 2021.
  • 206 funds opened new Affirm positions in Q1 2021 and 0 closed out, a net change of +206 holders.
  • The largest Affirm buyer in Q1 2021 was Baillie Gifford & Co, an estimated $795M added.

Based on aggregated 13F filings for Q1 2021.