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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
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.43B +$602M +11,502,492 +59%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$948M +$218M +4,168,342 +26%
Vanguard Group
3
Vanguard Group
Pennsylvania
$764M +$98.5M +1,883,050 +13%
Morgan Stanley
4
Morgan Stanley
New York
$486M +$125M +2,387,570 +29%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$460M +$107M +2,045,682 +26%
BlackRock
6
BlackRock
New York
$240M +$74.9M +1,432,202 +38%
Jennison Associates
7
Jennison Associates
New York
$188M +$82.2M +1,570,716 +63%
JP Morgan Chase
8
JP Morgan Chase
New York
$167M -$81.1M -1,550,554 -30%
TBWA
9
Three Bridge Wealth Advisors
California
$151M +$171M +3,261,652 New
VS
10
VK Services
California
$144M -$65.8M -1,258,134 -29%
GC
11
GGV Capital
California
$128M -$2.03M -38,728 -1%
Goldman Sachs
12
Goldman Sachs
New York
$124M +$50.7M +968,987 +57%
SCM
13
Spyglass Capital Management
California
$110M +$50.4M +963,118 +68%
GGHC
14
Gilder Gagnon Howe & Co
New York
$96.7M -$10.7M -205,089 -9%
State Street
15
State Street
Massachusetts
$84.1M +$33.7M +643,926 +55%
ACA
16
Abdiel Capital Advisors
New York
$78.1M +$471 +9 +0%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$76.5M +$11.1M +211,845 +15%
FFGM
18
Founders Fund Growth Management
California
$75.1M
Fidelity Investments
19
Fidelity Investments
Massachusetts
$71.7M -$110M -2,095,931 -58%
Citadel Advisors
20
Citadel Advisors
Florida
$67.7M +$18M +344,238 +31%
Norges Bank
21
Norges Bank
Norway
$64.6M +$73.1M +1,396,909 New
BC
22
Bullfrog Capital
California
$61.5M
Jane Street
23
Jane Street
New York
$51.5M +$12.5M +239,242 +27%
LB
24
Leo Brokerage
Texas
$48.6M +$55M +1,051,126 New
Charles Schwab
25
Charles Schwab
California
$40.3M +$5.35M +102,301 +13%

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.