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Affirm

391 hedge funds and large institutions have $7.33B invested in Affirm in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 158 increasing their positions, 69 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 69

3.9% more ownership

Funds ownership: 66.9%70.8% (+3.9%)

11% less funds holding

Funds holding: 438391 (-47)

14% less call options, than puts

Call options by funds: $805M | Put options by funds: $941M

23% less funds holding in top 10

Funds holding in top 10: 2620 (-6)

31% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 132

49% less capital invested

Capital invested by funds: $14.3B → $7.33B (-$6.94B)

Holders
391
Holders Change
-47
Holders Change %
-10.73%
% of All Funds
6.17%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.32%
New
91
Increased
158
Reduced
69
Closed
132
Calls
$805M
Puts
$941M
Net Calls
-$136M
Net Calls Change
-$729M
Name Holding Trade Value Shares
Change
Change in
Stake
XS
201
XR Securities
Illinois
$471K +$208K +3,972 +64%
Lazard Asset Management
202
Lazard Asset Management
New York
$464K +$402K +7,675 +325%
ACM
203
Alight Capital Management
New York
$463K
HPWA
204
Hall Private Wealth Advisors
North Carolina
$463K +$392K +7,500 +300%
FIA
205
Foundations Investment Advisors
Arizona
$458K +$321K +6,129 +89%
SMDAM
206
Sumitomo Mitsui DS Asset Management
Japan
$453K +$206K +3,940 +67%
XT
207
XTX Topco
Cayman Islands
$453K +$512K +9,791 New
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$441K +$162K +3,103 +48%
CAN
209
Cetera Advisor Networks
California
$433K +$301K +5,751 +160%
IC
210
IEQ Capital
California
$430K +$29.3K +560 +6%
BAM
211
Blueshift Asset Management
New Jersey
$429K +$485K +9,264 New
JCM
212
Jag Capital Management
Missouri
$425K +$158K +3,013 +101%
OIM
213
Oder Investment Management
California
$425K +$481K +9,196 New
PFS
214
Prospera Financial Services
Texas
$420K +$475K +9,071 New
Mackenzie Financial
215
Mackenzie Financial
Ontario, Canada
$417K +$315K +6,012 +201%
Stifel Financial
216
Stifel Financial
Missouri
$408K -$16.4K -313 -3%
NFSG
217
Newbridge Financial Services Group
Florida
$403K +$398K +7,600 +691%
Cambridge Investment Research Advisors
218
Cambridge Investment Research Advisors
Iowa
$385K -$1.64M -31,420 -79%
Creative Planning
219
Creative Planning
Kansas
$385K +$435K +8,311 New
CIBC World Market
220
CIBC World Market
Ontario, Canada
$380K +$151K +2,893 +54%
EH
221
Equitable Holdings
New York
$380K +$429K +8,207 New
AAM
222
Advisors Asset Management
Colorado
$376K +$186K +3,555 +78%
GI
223
GAMCO Investors
Connecticut
$370K +$419K +8,000 New
IFG
224
Independent Financial Group
California
$358K +$126K +2,417 +45%
Cetera Investment Advisers
225
Cetera Investment Advisers
Illinois
$354K -$53.6K -1,025 -12%

AFRM Hedge Fund Activity: Q1 2022 in Review

391 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q1 2022, worth a combined $7.33B — down 49% from $14.3B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of AFRM and 91 opened new positions — a net loss of 41 holders — while 69 trimmed existing stakes and 158 added.

The largest buyer was Capital Research Global Investors, adding an estimated $602M. The largest seller was Melvin Capital Management, exiting entirely with an estimated $272M sold.

  • 391 institutional investors held Affirm (AFRM) as of Q1 2022, down from 438 in Q4 2021.
  • Funds reported $7.33B of Affirm stock for Q1 2022, down 49% quarter-over-quarter.
  • 91 funds opened new Affirm positions in Q1 2022 and 132 closed out, a net change of -41 holders.
  • The largest Affirm buyer in Q1 2022 was Capital Research Global Investors, an estimated $602M added.
  • The largest Affirm seller in Q1 2022 was Melvin Capital Management, an estimated $272M sold.

Based on aggregated 13F filings for Q1 2022.