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347 hedge funds and large institutions have $2.94B invested in Affirm in 2022 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 131 increasing their positions, 78 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 78

1.08% more ownership

Funds ownership: 70.8%71.89% (+1.1%)

11% less funds holding

Funds holding: 391347 (-44)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

20% less call options, than puts

Call options by funds: $313M | Put options by funds: $389M

39% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 96

60% less capital invested

Capital invested by funds: $7.33B → $2.94B (-$4.39B)

Holders
347
Holders Change
-44
Holders Change %
-11.25%
% of All Funds
5.85%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.29%
New
59
Increased
131
Reduced
78
Closed
96
Calls
$313M
Puts
$389M
Net Calls
-$76.2M
Net Calls Change
+$59.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$448M -$165M -6,075,950 -20%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$337M -$48.9M -1,796,163 -9%
Morgan Stanley
3
Morgan Stanley
New York
$301M +$167M +6,156,458 +59%
Vanguard Group
4
Vanguard Group
Pennsylvania
$297M -$1.65M -60,623 -0.4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$205M +$38.2M +1,404,278 +14%
BlackRock
6
BlackRock
New York
$153M +$89.3M +3,281,090 +63%
Jennison Associates
7
Jennison Associates
New York
$74.2M +$1.27M +46,762 +1%
State Street
8
State Street
Massachusetts
$64.5M +$47.7M +1,755,252 +97%
SCM
9
Spyglass Capital Management
California
$59.5M +$25M +918,973 +39%
JP Morgan Chase
10
JP Morgan Chase
New York
$59M -$9.31M -342,368 -9%
GC
11
GGV Capital
California
$47.9M -$3.08M -113,373 -4%
TBWA
12
Three Bridge Wealth Advisors
California
$44.9M -$21M -773,265 -24%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$41.8M +$18M +661,660 +40%
ACA
14
Abdiel Capital Advisors
New York
$38.5M +$12.1M +446,135 +26%
VS
15
VK Services
California
$33.6M -$34.2M -1,258,134 -40%
GGHC
16
Gilder Gagnon Howe & Co
New York
$32.7M -$7.59M -278,965 -13%
FFGM
17
Founders Fund Growth Management
California
$29.3M
LB
18
Leo Brokerage
Texas
$25M +$9.07M +333,352 +32%
BC
19
Bullfrog Capital
California
$24M
Norges Bank
20
Norges Bank
Norway
$22M -$4.85M -178,303 -13%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$19.3M +$11.8M +434,250 +69%
Barclays
22
Barclays
United Kingdom
$19.1M +$9.03M +332,082 +46%
Northern Trust
23
Northern Trust
Illinois
$18.8M +$8.86M +325,662 +45%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$17.6M -$15.7M -575,549 -37%
Charles Schwab
25
Charles Schwab
California
$16.7M +$1.4M +51,470 +6%

AFRM Hedge Fund Activity: Q2 2022 in Review

347 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q2 2022, worth a combined $2.94B — down 60% from $7.33B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of AFRM and 59 opened new positions — a net loss of 37 holders — while 78 trimmed existing stakes and 131 added.

The largest buyer was Morgan Stanley, adding an estimated $167M. The largest seller was Capital Research Global Investors, cutting an estimated $165M.

  • 347 institutional investors held Affirm (AFRM) as of Q2 2022, down from 391 in Q1 2022.
  • Funds reported $2.94B of Affirm stock for Q2 2022, down 60% quarter-over-quarter.
  • 59 funds opened new Affirm positions in Q2 2022 and 96 closed out, a net change of -37 holders.
  • The largest Affirm buyer in Q2 2022 was Morgan Stanley, an estimated $167M added.
  • The largest Affirm seller in Q2 2022 was Capital Research Global Investors, an estimated $165M sold.

Based on aggregated 13F filings for Q2 2022.