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385 hedge funds and large institutions have $7.19B invested in Affirm in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 126 increasing their positions, 113 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 113

6% less funds holding

Funds holding: 408385 (-23)

14% less call options, than puts

Call options by funds: $648M | Put options by funds: $758M

17.19% less ownership

Funds ownership: 91.71%74.52% (-17%)

22% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 85

34% less capital invested

Capital invested by funds: $10.9B → $7.19B (-$3.72B)

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
385
Holders Change
-23
Holders Change %
-5.64%
% of All Funds
5.55%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.16%
New
66
Increased
126
Reduced
113
Closed
85
Calls
$648M
Puts
$758M
Net Calls
-$110M
Net Calls Change
-$94K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.14B -$1.04B -26,171,301 -46%
Vanguard Group
2
Vanguard Group
Pennsylvania
$776M +$52.6M +1,316,901 +7%
Capital Research Global Investors
3
Capital Research Global Investors
California
$724M -$33.2M -831,059 -4%
Capital World Investors
4
Capital World Investors
California
$711M +$3.08M +77,050 +0.4%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$698M +$29.9M +749,368 +4%
BlackRock
6
BlackRock
New York
$371M +$18M +451,266 +5%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$338M -$12.5M -312,856 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$142M +$12.7M +317,384 +9%
State Street
9
State Street
Massachusetts
$140M +$3.48M +87,118 +2%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$133M -$45.9M -1,151,200 -24%
Two Sigma Investments
11
Two Sigma Investments
New York
$132M -$38.4M -962,400 -21%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$84.5M -$14.1M -354,050 -14%
UBS Group
13
UBS Group
Switzerland
$80.8M +$82.6M +2,068,594 +2,062%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$80.3M -$103M -2,586,189 -55%
ACA
15
Abdiel Capital Advisors
New York
$79.3M -$4.18M -104,680 -5%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$74.4M +$78.7M +1,970,945 +7,352%
Citadel Advisors
17
Citadel Advisors
Florida
$65M +$22.2M +556,504 +47%
Bank of America
18
Bank of America
North Carolina
$63.4M +$35.2M +880,895 +107%
SCM
19
Spyglass Capital Management
California
$61.2M +$12.1M +303,494 +23%
FFGM
20
Founders Fund Growth Management
California
$60.4M
Charles Schwab
21
Charles Schwab
California
$56.2M +$5.45M +136,509 +10%
Goldman Sachs
22
Goldman Sachs
New York
$54.5M +$33.6M +842,763 +136%
Millennium Management
23
Millennium Management
New York
$45.8M +$5.89M +147,615 +14%
Holocene Advisors
24
Holocene Advisors
New York
$42.7M +$4.85M +121,486 +12%
LWL
25
Leo Wealth LLC
Texas
$42.6M -$1.19M -29,927 -3%

AFRM Hedge Fund Activity: Q1 2024 in Review

385 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q1 2024, worth a combined $7.19B — down 34% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of AFRM and 66 opened new positions — a net loss of 19 holders — while 113 trimmed existing stakes and 126 added.

The largest buyer was UBS Group, adding an estimated $82.6M. The largest seller was Morgan Stanley, cutting an estimated $1.04B.

  • 385 institutional investors held Affirm (AFRM) as of Q1 2024, down from 408 in Q4 2023.
  • Funds reported $7.19B of Affirm stock for Q1 2024, down 34% quarter-over-quarter.
  • 66 funds opened new Affirm positions in Q1 2024 and 85 closed out, a net change of -19 holders.
  • The largest Affirm buyer in Q1 2024 was UBS Group, an estimated $82.6M added.
  • The largest Affirm seller in Q1 2024 was Morgan Stanley, an estimated $1.04B sold.

Based on aggregated 13F filings for Q1 2024.