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501 hedge funds and large institutions have $12.6B invested in Affirm in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 152 increasing their positions, 154 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 51

57% more capital invested

Capital invested by funds: $8.07B → $12.6B (+$4.56B)

18% more funds holding

Funds holding: 426501 (+75)

2.38% more ownership

Funds ownership: 73.91%76.29% (+2.4%)

1% more call options, than puts

Call options by funds: $1.25B | Put options by funds: $1.24B

1% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 154

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
501
Holders Change
+75
Holders Change %
+17.61%
% of All Funds
6.6%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.2%
New
132
Increased
152
Reduced
154
Closed
51
Calls
$1.25B
Puts
$1.24B
Net Calls
+$10.3M
Net Calls Change
-$172M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.48B +$26.1M +470,409 +2%
Morgan Stanley
2
Morgan Stanley
New York
$1.42B -$384M -6,914,985 -23%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.33B +$39.8M +716,574 +3%
Capital World Investors
4
Capital World Investors
California
$1.12B +$4.03M +72,582 +0.4%
BlackRock
5
BlackRock
New York
$825M +$201M +3,607,900 +36%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$571M -$30.9M -556,794 -6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$548M +$499M +8,982,183 +43,221%
DCP
8
Durable Capital Partners
Maryland
$357M +$161M +2,888,827 +97%
JCAM
9
Jericho Capital Asset Management
New York
$317M +$30M +538,892 +12%
State Street
10
State Street
Massachusetts
$264M +$22.2M +398,720 +10%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$254M +$11.8M +212,234 +5%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$191M -$143M -2,568,222 -45%
Coatue Management
13
Coatue Management
New York
$160M +$146M +2,633,442 New
Norges Bank
14
Norges Bank
Norway
$140M +$48.4M +871,609 +61%
Charles Schwab
15
Charles Schwab
California
$138M +$3.83M +68,848 +3%
Marshall Wace
16
Marshall Wace
United Kingdom
$137M +$20M +359,753 +19%
ACA
17
Abdiel Capital Advisors
New York
$125M
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$115M +$7.02M +126,320 +7%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$110M +$82.1M +1,477,057 +448%
JP Morgan Chase
20
JP Morgan Chase
New York
$104M +$28.1M +505,358 +42%
SCM
21
Spyglass Capital Management
California
$104M -$35.9M -646,091 -28%
Capital International Investors
22
Capital International Investors
California
$100M +$91.3M +1,642,528 New
Wellington Management Group
23
Wellington Management Group
Massachusetts
$93M -$25.2M -453,113 -23%
Hudson Bay Capital Management
24
Hudson Bay Capital Management
Connecticut
$86.9M +$79.4M +1,427,745 New
Northern Trust
25
Northern Trust
Illinois
$86.3M +$17.3M +311,916 +28%

AFRM Hedge Fund Activity: Q4 2024 in Review

501 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q4 2024, worth a combined $12.6B — up 57% from $8.07B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new AFRM positions and 51 closed out — a net gain of 81 holders — while 152 added to existing stakes and 154 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $499M. The largest seller was Morgan Stanley, cutting an estimated $384M.

  • 501 institutional investors held Affirm (AFRM) as of Q4 2024, up from 426 in Q3 2024.
  • Funds reported $12.6B of Affirm stock for Q4 2024, up 57% quarter-over-quarter.
  • 132 funds opened new Affirm positions in Q4 2024 and 51 closed out, a net change of +81 holders.
  • The largest Affirm buyer in Q4 2024 was Fidelity Investments, an estimated $499M added.
  • The largest Affirm seller in Q4 2024 was Morgan Stanley, an estimated $384M sold.

Based on aggregated 13F filings for Q4 2024.