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Affirm
AFRM

Overview Fund Activity

302 hedge funds and large institutions have $2.05B invested in Affirm in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 87 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-47
Holders Change %
-13.47%
% of All Funds
4.83%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
44
Increased
94
Reduced
87
Closed
85
Calls
$200M
Puts
$327M
Net Calls
-$126M
Net Calls Change
-$155M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$173M
2
Morgan Stanley
2
Morgan Stanley
New York
$283M
3
LUGPI
3
Lightspeed Ultimate General Partner IX
California
$53.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$48.7M
5
Bank of America
5
Bank of America
North Carolina
$30.9M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$237M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.68M
3
BlackRock
3
BlackRock
New York
$104M
4
GGHC
4
Gilder Gagnon Howe & Co
New York
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
201
Advent Capital Management
New York
$58.7K +$58.7K +5,208 New
KSWA
202
Kathleen S. Wright Associates
Pennsylvania
$53.7K +$28.6K +2,538 +114%
MIM
203
MetLife Investment Management
New Jersey
$51.6K +$958 +85 +2%
FDCDDQ
204
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.2K +$338 +30 +0.7%
EWA
205
EverSource Wealth Advisors
Alabama
$45.7K -$4.59K -407 -9%
AIM
206
Arcadia Investment Management
Michigan
$45.1K – – –
HI
207
Hoey Investments
Pennsylvania
$42.7K +$16.3K +1,445 +62%
AF
208
Advisornet Financial
Minnesota
$35K +$282 +25 +0.8%
AIG
209
American International Group
New York
$25.1K -$124 -11 -0.5%
PA
210
Parallel Advisors
California
$24.3K -$8.91K -791 -27%
WIM
211
Westside Investment Management
California
$21.9K – – –
QCG
212
Quadrant Capital Group
Ohio
$21.8K +$8.51K +755 +64%
PO
213
Private Ocean
California
$21.5K – – –
TLCM
214
Twin Lakes Capital Management
California
$20.4K – – –
National Bank of Canada
215
National Bank of Canada
Quebec, Canada
$19.5K -$5.65M -518,798 -100%
SPIA
216
Steward Partners Investment Advisory
New York
$18.6K -$3.09K -274 -14%
SC
217
Stephens Consulting
Michigan
$16.9K – – –
VF
218
VitalStone Financial
Texas
$16K +$2.3K +22 +17%
BAMF
219
BI Asset Management Fondsmaeglerselskab
Denmark
$16K +$14.4K +1,307 +920%
YDMI
220
Y.D. More Investments
Israel
$13.4K -$5.17K -1,658 -28%
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$12.7K +$12.5K +1,112 +6,950%
GWSA
222
Global Wealth Strategies & Associates
Colorado
$12.5K +$4.1K +364 +49%
LC
223
Lindbrook Capital
California
$12.5K +$2.16K +192 +21%
TWD
224
True Wealth Design
Ohio
$12.4K – – –
ACA
225
Atlas Capital Advisors
Wyoming
$11.3K – – –
7 8
9
10 11