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490 hedge funds and large institutions have $9.77B invested in Affirm in 2025 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 186 increasing their positions, 145 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 145

18% more call options, than puts

Call options by funds: $687M | Put options by funds: $583M

1.21% more ownership

Funds ownership: 76.29%77.5% (+1.2%)

7% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 101

2% less funds holding

Funds holding: 501490 (-11)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

23% less capital invested

Capital invested by funds: $12.6B → $9.77B (-$2.86B)

Holders
490
Holders Change
-11
Holders Change %
-2.2%
% of All Funds
6.57%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
94
Increased
186
Reduced
145
Closed
101
Calls
$687M
Puts
$583M
Net Calls
+$104M
Net Calls Change
+$93.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.05B +$86.4M +1,457,434 +7%
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.05B -$67.6M -1,140,136 -5%
Morgan Stanley
3
Morgan Stanley
New York
$958M -$123M -2,083,259 -9%
Capital World Investors
4
Capital World Investors
California
$914M +$111M +1,879,617 +10%
BlackRock
5
BlackRock
New York
$597M -$19M -320,534 -2%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$407M -$22.2M -375,503 -4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$381M -$34.3M -578,955 -6%
DCP
8
Durable Capital Partners
Maryland
$297M +$42.8M +722,599 +12%
JCAM
9
Jericho Capital Asset Management
New York
$229M -$8.35M -141,000 -3%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$205M +$157M +2,657,074 +141%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$199M +$13.7M +231,575 +6%
State Street
12
State Street
Massachusetts
$194M -$2.88M -48,640 -1%
Qube Research & Technologies (QRT)
13
Qube Research & Technologies (QRT)
United Kingdom
$132M +$65.6M +1,107,805 +61%
Citadel Advisors
14
Citadel Advisors
Florida
$121M +$159M +2,675,696 +189,766%
Holocene Advisors
15
Holocene Advisors
New York
$113M +$148M +2,498,946 New
UBS Group
16
UBS Group
Switzerland
$109M +$87.8M +1,482,110 +158%
Norges Bank
17
Norges Bank
Norway
$108M +$4.88M +82,413 +4%
Marshall Wace
18
Marshall Wace
United Kingdom
$104M +$3.3M +55,628 +2%
Charles Schwab
19
Charles Schwab
California
$103M +$424K +7,160 +0.3%
FAM
20
Foxhaven Asset Management
Virginia
$94.1M +$44.6M +753,273 +57%
SCM
21
Spyglass Capital Management
California
$86M +$11.9M +200,421 +12%
Goldman Sachs
22
Goldman Sachs
New York
$76M +$20.7M +348,852 +26%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$74.8M +$7.51M +126,815 +8%
Northern Trust
24
Northern Trust
Illinois
$64.5M +$637K +10,745 +0.8%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$63.6M -$103M -1,734,883 -55%

AFRM Hedge Fund Activity: Q1 2025 in Review

490 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Affirm (AFRM) for Q1 2025, worth a combined $9.77B — down 23% from $12.6B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of AFRM and 94 opened new positions — a net loss of 7 holders — while 145 trimmed existing stakes and 186 added.

The largest buyer was Citadel Advisors, adding an estimated $159M. The largest seller was Coatue Management, exiting entirely with an estimated $160M sold.

  • 490 institutional investors held Affirm (AFRM) as of Q1 2025, down from 501 in Q4 2024.
  • Funds reported $9.77B of Affirm stock for Q1 2025, down 23% quarter-over-quarter.
  • 94 funds opened new Affirm positions in Q1 2025 and 101 closed out, a net change of -7 holders.
  • The largest Affirm buyer in Q1 2025 was Citadel Advisors, an estimated $159M added.
  • The largest Affirm seller in Q1 2025 was Coatue Management, an estimated $160M sold.

Based on aggregated 13F filings for Q1 2025.