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354 hedge funds and large institutions have $3.26B invested in Affirm in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 115 increasing their positions, 82 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 82

18% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 55

11% more capital invested

Capital invested by funds: $2.94B → $3.26B (+$321M)

4.23% more ownership

Funds ownership: 71.89%76.12% (+4.2%)

2% more funds holding

Funds holding: 347354 (+7)

3% more call options, than puts

Call options by funds: $334M | Put options by funds: $326M

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
354
Holders Change
+7
Holders Change %
+2.02%
% of All Funds
6.1%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.26%
New
65
Increased
115
Reduced
82
Closed
55
Calls
$334M
Puts
$326M
Net Calls
+$8.53M
Net Calls Change
+$84.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$515M +$69.1M +2,642,358 +11%
Morgan Stanley
2
Morgan Stanley
New York
$400M +$122M +4,659,624 +28%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$385M +$47.7M +1,823,411 +10%
Vanguard Group
4
Vanguard Group
Pennsylvania
$323M +$19.7M +754,554 +5%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$199M -$21M -801,746 -7%
BlackRock
6
BlackRock
New York
$167M +$10.9M +415,059 +5%
Jennison Associates
7
Jennison Associates
New York
$77.8M +$989K +37,807 +0.9%
State Street
8
State Street
Massachusetts
$73.6M +$9.13M +349,071 +10%
SCM
9
Spyglass Capital Management
California
$58.8M -$4.17M -159,478 -5%
JP Morgan Chase
10
JP Morgan Chase
New York
$52.6M -$12.2M -465,963 -14%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$50.3M +$9.5M +363,172 +16%
TBWA
12
Three Bridge Wealth Advisors
California
$46.1M -$785K -30,000 -1%
GC
13
GGV Capital
California
$43M -$9.46M -361,542 -14%
ACA
14
Abdiel Capital Advisors
New York
$40.7M +$922K +35,240 +2%
Holocene Advisors
15
Holocene Advisors
New York
$36.3M +$47.1M +1,802,478 +1,381%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$33.3M +$21M +801,131 +82%
GGHC
17
Gilder Gagnon Howe & Co
New York
$32.9M -$1.45M -55,390 -3%
FFGM
18
Founders Fund Growth Management
California
$30.4M
Citadel Advisors
19
Citadel Advisors
Florida
$29.1M +$40.6M +1,551,987 New
Goldman Sachs
20
Goldman Sachs
New York
$28.6M +$16.2M +620,683 +69%
Norges Bank
21
Norges Bank
Norway
$27.1M +$5.88M +224,833 +18%
Charles Schwab
22
Charles Schwab
California
$21.8M +$6.26M +239,506 +26%
Barclays
23
Barclays
United Kingdom
$20.8M +$1.24M +47,572 +4%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$20.2M +$28.2M +1,077,164 New
Northern Trust
25
Northern Trust
Illinois
$19.7M +$253K +9,663 +0.9%

AFRM Hedge Fund Activity: Q3 2022 in Review

354 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q3 2022, worth a combined $3.26B — up 11% from $2.94B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AFRM positions and 55 closed out — a net gain of 10 holders — while 115 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $122M. The largest seller was VK Services, cutting an estimated $32.9M.

  • 354 institutional investors held Affirm (AFRM) as of Q3 2022, up from 347 in Q2 2022.
  • Funds reported $3.26B of Affirm stock for Q3 2022, up 11% quarter-over-quarter.
  • 65 funds opened new Affirm positions in Q3 2022 and 55 closed out, a net change of +10 holders.
  • The largest Affirm buyer in Q3 2022 was Morgan Stanley, an estimated $122M added.
  • The largest Affirm seller in Q3 2022 was VK Services, an estimated $32.9M sold.

Based on aggregated 13F filings for Q3 2022.