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501 hedge funds and large institutions have $12.6B invested in Affirm in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 152 increasing their positions, 154 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 51

57% more capital invested

Capital invested by funds: $8.07B → $12.6B (+$4.56B)

18% more funds holding

Funds holding: 426501 (+75)

2.38% more ownership

Funds ownership: 73.91%76.29% (+2.4%)

1% more call options, than puts

Call options by funds: $1.25B | Put options by funds: $1.24B

1% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 154

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
501
Holders Change
+75
Holders Change %
+17.61%
% of All Funds
6.6%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.2%
New
132
Increased
152
Reduced
154
Closed
51
Calls
$1.25B
Puts
$1.24B
Net Calls
+$10.3M
Net Calls Change
-$172M
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
201
Natixis Advisors
Massachusetts
$1.18M +$44.9K +808 +4%
OAM
202
Oppenheimer Asset Management
New York
$1.17M -$316K -5,686 -23%
Russell Investments Group
203
Russell Investments Group
United Kingdom
$1.17M +$495K +8,910 +87%
CPIG
204
Chicago Partners Investment Group
Illinois
$1.16M -$519K -9,339 -32%
SI
205
Sora Investors
Pennsylvania
$1.14M -$2.85M -51,250 -73%
BFM
206
Boothbay Fund Management
New York
$1.14M -$3.21M -57,669 -76%
Envestnet Asset Management
207
Envestnet Asset Management
Illinois
$1.13M -$3.94M -70,955 -79%
IAA
208
Independent Advisor Alliance
North Carolina
$1.1M +$87.5K +1,575 +10%
BC
209
Belmont Capital
California
$1.1M
CIM
210
CIM Investment Management
Pennsylvania
$1.09M -$2.5K -45 -0.3%
HH
211
Hilltop Holdings
Texas
$1.08M -$386K -6,953 -28%
HP
212
Harbourvest Partners
Massachusetts
$1.06M -$322K -5,800 -25%
XT
213
XTX Topco
Cayman Islands
$1.06M -$2.04M -36,657 -68%
OC
214
Oppenheimer & Co
New York
$1.03M -$988K -17,770 -51%
US Bancorp
215
US Bancorp
Minnesota
$1.01M -$27K -486 -3%
SC
216
Savant Capital
Illinois
$985K +$899K +16,180 New
SCM
217
Sterling Capital Management
North Carolina
$938K +$373K +6,718 +77%
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$916K +$451K +8,107 +117%
CAM
219
Cresset Asset Management
Illinois
$880K -$1.88M -33,873 -70%
GCP
220
GSA Capital Partners
United Kingdom
$866K -$1.08M -19,416 -58%
TWC
221
TD Waterhouse Canada
Ontario, Canada
$863K +$230K +4,129 +41%
URS
222
Utah Retirement Systems
Utah
$853K +$88.9K +1,600 +13%
MSRPS
223
Maryland State Retirement & Pension System
Maryland
$843K +$44.9K +807 +6%
ACM
224
Ashford Capital Management
Delaware
$840K +$767K +13,800 New
Creative Planning
225
Creative Planning
Kansas
$830K +$59K +1,062 +8%

AFRM Hedge Fund Activity: Q4 2024 in Review

501 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q4 2024, worth a combined $12.6B — up 57% from $8.07B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new AFRM positions and 51 closed out — a net gain of 81 holders — while 152 added to existing stakes and 154 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $499M. The largest seller was Morgan Stanley, cutting an estimated $384M.

  • 501 institutional investors held Affirm (AFRM) as of Q4 2024, up from 426 in Q3 2024.
  • Funds reported $12.6B of Affirm stock for Q4 2024, up 57% quarter-over-quarter.
  • 132 funds opened new Affirm positions in Q4 2024 and 51 closed out, a net change of +81 holders.
  • The largest Affirm buyer in Q4 2024 was Fidelity Investments, an estimated $499M added.
  • The largest Affirm seller in Q4 2024 was Morgan Stanley, an estimated $384M sold.

Based on aggregated 13F filings for Q4 2024.