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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
EW
201
Evoke Wealth
California
$7K
MA
202
MCF Advisors
Kentucky
$7K
TIM
203
Tortoise Investment Management
New York
$7K
TVWM
204
Tower View Wealth Management
Wisconsin
$7K
TF
205
TimeScale Financial
Massachusetts
$7K +$6.38K +100 New
GWM
206
Geneos Wealth Management
Colorado
$6K
RCA
207
Ranch Capital Advisors
Florida
$6K
FRA
208
Front Row Advisors
California
$6K +$6.38K +100 New
WIM
209
Westside Investment Management
California
$5.55K
AWM
210
AllSquare Wealth Management
New York
$5K
HI
211
Harbour Investments
Wisconsin
$5K +$638 +10 +17%
US Bancorp
212
US Bancorp
Minnesota
$5K +$4.72K +74 New
QCG
213
Quadrant Capital Group
Ohio
$5K +$4.78K +75 New
GAM
214
Gemmer Asset Management
California
$4K
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$3K -$10.2K -160 -80%
ADL
216
Asset Dedication LLC
California
$3K
CA
217
Centerpoint Advisors
Massachusetts
$3K
GWS
218
Glassman Wealth Services
Virginia
$3K
HI
219
Hudock Inc
Pennsylvania
$3K
MCM
220
Manchester Capital Management
Vermont
$3K
TCM
221
Tradewinds Capital Management
Washington
$3K
AWM
222
Atticus Wealth Management
Florida
$3K +$2.55K +40 New
AII
223
AGF Investments Inc
Ontario, Canada
$3K +$3.19K +50 New
BCM
224
Blume Capital Management
California
$3K +$3.19K +50 New
SOW
225
State of Wyoming
Wyoming
$2K +$2.3K +36 New

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.