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311 hedge funds and large institutions have $4.17B invested in Affirm in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 98 increasing their positions, 90 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more capital invested

Capital invested by funds: $2.73B → $4.17B (+$1.45B)

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

6.36% more ownership

Funds ownership: 75.43%81.79% (+6.4%)

9% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 90

2% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 50

1% less funds holding

Funds holding: 313311 (-2)

1% less call options, than puts

Call options by funds: $361M | Put options by funds: $365M

Holders
311
Holders Change
-2
Holders Change %
-0.64%
% of All Funds
4.94%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
51
Increased
98
Reduced
90
Closed
50
Calls
$361M
Puts
$365M
Net Calls
-$3.92M
Net Calls Change
-$40.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$724M +$135M +7,359,627 +28%
Capital Research Global Investors
2
Capital Research Global Investors
California
$463M -$4.43M -242,609 -1%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$405M -$7.02M -384,076 -2%
Capital World Investors
4
Capital World Investors
California
$400M +$36.6M +2,000,251 +12%
Vanguard Group
5
Vanguard Group
Pennsylvania
$399M +$3.9M +213,421 +1%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$206M +$17.6M +962,295 +11%
BlackRock
7
BlackRock
New York
$191M -$465K -25,431 -0.3%
Two Sigma Investments
8
Two Sigma Investments
New York
$94.1M +$80.8M +4,422,823 New
State Street
9
State Street
Massachusetts
$73.1M +$753K +41,181 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$69.1M +$376K +20,589 +0.6%
SCM
11
Spyglass Capital Management
California
$63.7M +$774K +42,337 +1%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$52.5M +$33.8M +1,850,673 +299%
ACA
13
Abdiel Capital Advisors
New York
$49.1M +$45.1K +2,469 +0.1%
BC
14
BIT Capital
Germany
$45.5M +$39.1M +2,140,113 New
Norges Bank
15
Norges Bank
Norway
$45M -$2.64M -144,240 -6%
TBWA
16
Three Bridge Wealth Advisors
California
$42.4M -$1.1M -60,000 -3%
Holocene Advisors
17
Holocene Advisors
New York
$41.8M +$30.8M +1,686,792 +611%
Goldman Sachs
18
Goldman Sachs
New York
$35.7M +$20M +1,096,223 +188%
FFGM
19
Founders Fund Growth Management
California
$34.5M
Citadel Advisors
20
Citadel Advisors
Florida
$34.4M -$446K -24,415 -1%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$30.3M +$25.6M +1,402,000 +6,204%
Charles Schwab
22
Charles Schwab
California
$27.6M +$425K +23,248 +2%
LOF
23
Lightspeed Opportunity Fund
California
$26.7M
Jane Street
24
Jane Street
New York
$23M +$15.5M +850,800 +366%
Northern Trust
25
Northern Trust
Illinois
$21.3M +$558K +30,552 +3%

AFRM Hedge Fund Activity: Q3 2023 in Review

311 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q3 2023, worth a combined $4.17B — up 53% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AFRM positions and 50 closed out — a net gain of 1 holder — while 98 added to existing stakes and 90 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $135M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $32.6M sold.

  • 311 institutional investors held Affirm (AFRM) as of Q3 2023, down from 313 in Q2 2023.
  • Funds reported $4.17B of Affirm stock for Q3 2023, up 53% quarter-over-quarter.
  • 51 funds opened new Affirm positions in Q3 2023 and 50 closed out, a net change of +1 holder.
  • The largest Affirm buyer in Q3 2023 was Morgan Stanley, an estimated $135M added.
  • The largest Affirm seller in Q3 2023 was Alyeska Investment Group, an estimated $32.6M sold.

Based on aggregated 13F filings for Q3 2023.