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Affirm
AFRM

Overview Fund Activity

336 hedge funds and large institutions have $13.2B invested in Affirm in 2021 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 78 increasing their positions, 70 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+107
Holders Change %
+46.72%
% of All Funds
5.9%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.32%
New
150
Increased
78
Reduced
70
Closed
39
Calls
$1.9B
Puts
$932M
Net Calls
+$964M
Net Calls Change
+$829M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.2B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$861M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$549M
4
Morgan Stanley
Morgan Stanley
New York
+$396M
5
MCM
Melvin Capital Management
New York
+$381M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$281M
2
DCP
Durable Capital Partners
Maryland
-$268M
3
TCMNY
Thrive Capital Management (New York)
New York
-$265M
4
MCM
Moore Capital Management
New York
-$191M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
201
First Foundation Advisors
California
$482K +$482K +4,042 New
Bank of Nova Scotia
202
Bank of Nova Scotia
Ontario, Canada
$457K +$457K +3,840 New
Invesco
203
Invesco
Georgia
$444K +$444K +3,731 New
DWM
204
Dakota Wealth Management
Florida
$440K +$440K +3,692 New
Truist Financial
205
Truist Financial
North Carolina
$430K +$430K +3,610 New
HLA
206
Hamilton Lane Advisors
Pennsylvania
$426K -$7.52M -63,122 -95%
CCM
207
Conway Capital Management
California
$423K +$423K +3,550 New
KAH
208
Kathryn A. Hall
$420K +$420K +3,523 New
HFP
209
Holistic Financial Partners
Indiana
$416K +$11.9K +100 +3%
CAN
210
Cetera Advisor Networks
California
$402K +$29.1K +244 +8%
YIH
211
Y-Intercept (HK)
Hong Kong
$381K +$381K +3,196 New
ASFA
212
All Season Financial Advisors
Colorado
$378K +$378K +3,171 New
JCM
213
Jag Capital Management
Missouri
$356K -$198K -1,668 -36%
AH
214
Allen Holding
New York
$353K +$353K +2,961 New
SWM
215
Spire Wealth Management
Virginia
$350K +$43.8K +50 +14%
RWA
216
Ropes Wealth Advisors
Massachusetts
$348K +$348K +2,923 New
EI
217
Ellevest Inc
New York
$345K -$132K -1,107 -28%
TRCT
218
Tower Research Capital (TRC)
New York
$339K +$339K +2,845 New
IDA
219
Intelligence Driven Advisers
California
$334K – – –
KAS
220
Kestra Advisory Services
Texas
$334K +$334K +2,802 New
OAM
221
Occidental Asset Management
California
$316K +$316K +2,649 New
SPC
222
Sigma Planning Corp
Michigan
$314K +$314K +2,637 New
PWMG
223
Prestige Wealth Management Group
New Jersey
$310K +$310K +2,605 New
G
224
Gainplan
Michigan
$304K +$304K +2,509 New
KA
225
Kovack Advisors
Florida
$299K +$299K +2,511 New
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