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230 hedge funds and large institutions have $6.01B invested in Affirm in 2021 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 75 increasing their positions, 27 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 27

124% more call options, than puts

Call options by funds: $245M | Put options by funds: $109M

49% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 53

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

12% more funds holding

Funds holding: 206230 (+24)

4% more capital invested

Capital invested by funds: $5.81B → $6.01B (+$204M)

1.2% less ownership

Funds ownership: 61.76%60.56% (-1.2%)

Holders
230
Holders Change
+24
Holders Change %
+11.65%
% of All Funds
4%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.33%
New
79
Increased
75
Reduced
27
Closed
53
Calls
$245M
Puts
$109M
Net Calls
+$136M
Net Calls Change
+$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
151
Stifel Financial
Missouri
$352K +$119K +1,864 +55%
LSA
152
Leonteq Securities AG
Switzerland
$344K +$218K +3,421 +202%
RA
153
Resolute Advisors
California
$337K
ACM
154
ACT Capital Management
Pennsylvania
$337K +$319K +5,000 New
BSW
155
Buckingham Strategic Wealth
Missouri
$334K +$316K +4,953 New
EFS
156
Essex Financial Services
Connecticut
$333K
Macquarie Group
157
Macquarie Group
Australia
$317K
JCM
158
Jag Capital Management
Missouri
$314K -$131K -2,050 -31%
TFS
159
Thoroughbred Financial Services
Tennessee
$305K +$289K +4,525 New
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$280K +$230K +3,611 +664%
EI
161
Ellevest Inc
New York
$270K +$255K +4,005 New
SEC
162
Seven Eight Capital
New York
$257K +$243K +3,812 New
AllianceBernstein
163
AllianceBernstein
Tennessee
$235K +$222K +3,482 New
HFP
164
Holistic Financial Partners
Indiana
$228K +$216K +3,390 New
APA
165
American Portfolios Advisors
New York
$218K +$45.9K +719 +29%
CAN
166
Cetera Advisor Networks
California
$211K +$200K +3,128 New
ECG
167
EPIQ Capital Group
California
$205K +$194K +3,043 New
IDA
168
Intelligence Driven Advisers
California
$202K
EWA
169
Evolution Wealth Advisors
Florida
$183K +$173K +2,712 New
FDCDDQ
170
Federation des caisses Desjardins du Quebec
Quebec, Canada
$132K +$3.51K +55 +3%
PO
171
Private Ocean
California
$129K +$122K +1,909 New
TLCM
172
Twin Lakes Capital Management
California
$122K +$116K +1,811 New
SPIA
173
Steward Partners Investment Advisory
New York
$120K -$5.8K -91 -5%
FWM
174
Focused Wealth Management
New York
$117K
WWM
175
Wolff Wiese Magana
California
$86K

AFRM Hedge Fund Activity: Q2 2021 in Review

230 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q2 2021, worth a combined $6.01B — up 3.5% from $5.81B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new AFRM positions and 53 closed out — a net gain of 26 holders — while 75 added to existing stakes and 27 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $312M. The largest seller was Founders Fund V Management, exiting entirely with an estimated $363M sold.

  • 230 institutional investors held Affirm (AFRM) as of Q2 2021, up from 206 in Q1 2021.
  • Funds reported $6.01B of Affirm stock for Q2 2021, up 3.5% quarter-over-quarter.
  • 79 funds opened new Affirm positions in Q2 2021 and 53 closed out, a net change of +26 holders.
  • The largest Affirm buyer in Q2 2021 was Capital Research Global Investors, an estimated $312M added.
  • The largest Affirm seller in Q2 2021 was Founders Fund V Management, an estimated $363M sold.

Based on aggregated 13F filings for Q2 2021.