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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
AF
176
Advisornet Financial
Minnesota
$69K +$65.6K +1,029 New
BCV
177
Banque Cantonale Vaudoise
Switzerland
$54K +$51K +800 New
JCM
178
Jacobi Capital Management
Pennsylvania
$53K +$319 +5 +0.6%
AWA
179
Arkadios Wealth Advisors
Georgia
$53K +$51K +800 New
RE
180
RBC Europe
United Kingdom
$45.1K +$14.4K +225 +51%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$40K
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$37K +$35.1K +550 New
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$34K +$28.6K +449 +898%
1IA
184
1834 Investment Advisors
Wisconsin
$27K +$25.5K +400 New
CFD
185
Creative Financial Designs
Indiana
$25K -$24.2K -380 -51%
CA
186
Crewe Advisors
Utah
$24K
SWM
187
Spire Wealth Management
Virginia
$24K
HFA
188
Hoover Financial Advisors
Pennsylvania
$20K
FWM
189
FFT Wealth Management
Pennsylvania
$20K +$19.1K +300 New
OIA
190
Optimum Investment Advisors
Illinois
$17K +$16.3K +255 New
Deutsche Bank
191
Deutsche Bank
Germany
$15K -$1.53M -23,971 -99%
NL
192
NVWM LLC
Pennsylvania
$13K +$6.38K +100 +100%
TC
193
Tacita Capital
Ontario, Canada
$13K +$12.8K +200 New
VRM
194
Vectors Research Management
New York
$13K +$12.8K +200 New
EWM
195
Edge Wealth Management
New York
$12K
S
196
SignatureFD
Georgia
$10K -$16.9K -265 -64%
HIA
197
Harbor Investment Advisory
Maryland
$10K -$3.19K -50 -25%
LWM
198
Liberty Wealth Management
California
$10K +$2.3K +36 +36%
GEA
199
Glen Eagle Advisors
New Jersey
$8.08K -$12.8K -200 -63%
HPC
200
HM Payson & Co
Maine
$7K -$12.1K -190 -64%

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.