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438 hedge funds and large institutions have $14.3B invested in Affirm in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 146 increasing their positions, 80 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 67

83% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 80

48% more call options, than puts

Call options by funds: $1.82B | Put options by funds: $1.23B

44% more funds holding in top 10

Funds holding in top 10: 1826 (+8)

30% more funds holding

Funds holding: 338438 (+100)

8.04% more ownership

Funds ownership: 58.86%66.9% (+8%)

8% more capital invested

Capital invested by funds: $13.2B → $14.3B (+$1.04B)

Holders
438
Holders Change
+100
Holders Change %
+29.59%
% of All Funds
6.74%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.4%
New
170
Increased
146
Reduced
80
Closed
67
Calls
$1.82B
Puts
$1.23B
Net Calls
+$593M
Net Calls Change
-$371M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.95B +$648M +4,906,839 +34%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$1.64B +$731M +5,530,698 +51%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.47B +$763M +5,773,970 +65%
Morgan Stanley
4
Morgan Stanley
New York
$817M +$356M +2,696,841 +50%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$794M -$426M -3,223,899 -29%
VS
6
VK Services
California
$711M -$166M -1,258,154 -22%
JP Morgan Chase
7
JP Morgan Chase
New York
$519M -$2.95M -22,323 -0.4%
BlackRock
8
BlackRock
New York
$377M +$258M +1,952,615 +109%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$367M -$125M -947,696 -21%
GC
10
GGV Capital
California
$282M +$371M +2,804,576 New
MCM
11
Melvin Capital Management
New York
$272M -$66.1M -500,000 -16%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$258M +$309M +2,336,853 +1,000%
Jennison Associates
13
Jennison Associates
New York
$250M +$3.74M +28,282 +1%
GGHC
14
Gilder Gagnon Howe & Co
New York
$231M +$4.46M +33,719 +1%
Goldman Sachs
15
Goldman Sachs
New York
$171M +$53.1M +401,857 +31%
ACA
16
Abdiel Capital Advisors
New York
$170M
Wellington Management Group
17
Wellington Management Group
Massachusetts
$167M -$290M -2,197,234 -57%
FFGM
18
Founders Fund Growth Management
California
$163M +$214M +1,622,338 New
Geode Capital Management
19
Geode Capital Management
Massachusetts
$145M +$70.6M +534,003 +59%
DCP
20
Durable Capital Partners
Maryland
$145M -$128M -972,087 -40%
SCM
21
Spyglass Capital Management
California
$142M +$3.8M +28,745 +2%
BC
22
Bullfrog Capital
California
$134M +$176M +1,329,622 New
State Street
23
State Street
Massachusetts
$118M +$110M +835,647 +248%
Citadel Advisors
24
Citadel Advisors
Florida
$112M +$98.9M +748,661 +203%
Renaissance Technologies
25
Renaissance Technologies
New York
$99.6M +$131M +990,383 New

AFRM Hedge Fund Activity: Q4 2021 in Review

438 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q4 2021, worth a combined $14.3B — up 7.9% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new AFRM positions and 67 closed out — a net gain of 103 holders — while 146 added to existing stakes and 80 trimmed.

The largest buyer was Vanguard Group, adding an estimated $763M. The largest seller was T. Rowe Price Associates, cutting an estimated $426M.

  • 438 institutional investors held Affirm (AFRM) as of Q4 2021, up from 338 in Q3 2021.
  • Funds reported $14.3B of Affirm stock for Q4 2021, up 7.9% quarter-over-quarter.
  • 170 funds opened new Affirm positions in Q4 2021 and 67 closed out, a net change of +103 holders.
  • The largest Affirm buyer in Q4 2021 was Vanguard Group, an estimated $763M added.
  • The largest Affirm seller in Q4 2021 was T. Rowe Price Associates, an estimated $426M sold.

Based on aggregated 13F filings for Q4 2021.