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378 hedge funds and large institutions have $5.77B invested in Affirm in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 126 increasing their positions, 114 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $581M | Put options by funds: $464M

11% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 114

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

3% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 62

2% less funds holding

Funds holding: 385378 (-7)

2.2% less ownership

Funds ownership: 74.52%72.32% (-2.2%)

20% less capital invested

Capital invested by funds: $7.19B → $5.77B (-$1.42B)

Holders
378
Holders Change
-7
Holders Change %
-1.82%
% of All Funds
5.46%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
60
Increased
126
Reduced
114
Closed
62
Calls
$581M
Puts
$464M
Net Calls
+$118M
Net Calls Change
+$228M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$923M -$762K -23,769 -0.1%
Capital Research Global Investors
2
Capital Research Global Investors
California
$718M +$139M +4,339,130 +22%
Vanguard Group
3
Vanguard Group
Pennsylvania
$636M +$6.84M +213,385 +1%
Capital World Investors
4
Capital World Investors
California
$568M -$8.7M -271,279 -1%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$405M -$171M -5,331,981 -28%
BlackRock
6
BlackRock
New York
$301M +$131K +4,080 +0%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$228M -$49.2M -1,532,739 -17%
Citadel Advisors
8
Citadel Advisors
Florida
$124M +$75.8M +2,361,742 +135%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$122M +$5.84M +182,174 +5%
State Street
10
State Street
Massachusetts
$116M +$2.61M +81,431 +2%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$76.8M -$32.5M -1,012,700 -28%
UBS Group
12
UBS Group
Switzerland
$71.6M +$6.42M +200,196 +9%
Millennium Management
13
Millennium Management
New York
$68.6M +$33.3M +1,039,017 +84%
SCM
14
Spyglass Capital Management
California
$64.9M +$16.2M +504,839 +31%
Man Group
15
Man Group
United Kingdom
$64.4M +$43.1M +1,342,821 +170%
ACA
16
Abdiel Capital Advisors
New York
$62.2M -$2.22M -69,307 -3%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$58.4M -$10.8M -336,730 -15%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$54.7M -$11M -344,282 -16%
Bank of America
19
Bank of America
North Carolina
$51.6M +$239K +7,449 +0.4%
Two Sigma Investments
20
Two Sigma Investments
New York
$49.1M -$61.3M -1,911,085 -54%
Charles Schwab
21
Charles Schwab
California
$46.2M +$748K +23,310 +2%
DIG
22
Dragoneer Investment Group
California
$45.2M +$48M +1,496,824 New
LWL
23
Leo Wealth LLC
Texas
$34.5M +$1.12K +35 +0%
Northern Trust
24
Northern Trust
Illinois
$33.6M +$2.96M +92,341 +9%
FFGM
25
Founders Fund Growth Management
California
$31.3M -$18.8M -587,500 -36%

AFRM Hedge Fund Activity: Q2 2024 in Review

378 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q2 2024, worth a combined $5.77B — down 20% from $7.19B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of AFRM and 60 opened new positions — a net loss of 2 holders — while 114 trimmed existing stakes and 126 added.

The largest buyer was Capital Research Global Investors, adding an estimated $139M. The largest seller was Baillie Gifford & Co, cutting an estimated $171M.

  • 378 institutional investors held Affirm (AFRM) as of Q2 2024, down from 385 in Q1 2024.
  • Funds reported $5.77B of Affirm stock for Q2 2024, down 20% quarter-over-quarter.
  • 60 funds opened new Affirm positions in Q2 2024 and 62 closed out, a net change of -2 holders.
  • The largest Affirm buyer in Q2 2024 was Capital Research Global Investors, an estimated $139M added.
  • The largest Affirm seller in Q2 2024 was Baillie Gifford & Co, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2024.