AvidXchange
AVDX
AVDX was delisted on the 14th of October, 2025.
209 hedge funds and large institutions have $1.35B invested in AvidXchange in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 29 closing their positions.
1,671% more call options, than puts
Call options by funds: $5.29M | Put options by funds: $299K
24% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 29
3% more funds holding
Funds holding: 202 → 209 (+7)
1.58% more ownership
Funds ownership: 76.08% → 77.66% (+1.6%)
3% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 69
17% less capital invested
Capital invested by funds: $1.62B → $1.35B (-$272M)
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$41.3M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$25M |
| 3 |
GF
Greenhouse Funds
Baltimore,
Maryland
|
+$20.1M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$14.9M |
| 5 |
Jennison Associates
New York
|
+$9.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACL
Azora Capital LP
Miami,
Florida
|
-$45.1M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$17.6M |
| 3 |
JP Morgan Chase
New York
|
-$16.7M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$10.2M |
| 5 |
NIP
Norwood Investment Partners
Mill Valley,
California
|
-$8.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FGP
226
Freestone Grove Partners
San Francisco,
California
| – | -$144K | -13,893 | Closed |
|
|
CIP
227
Cornerstone Investment Partners
Atlanta,
Georgia
| – | -$142K | -13,729 | Closed |
|
|
MF
228
Magnetar Financial
Evanston,
Illinois
| – | -$137K | -13,226 | Closed |
|
|
1C
229
111 Capital
Paris,
France
| – | -$111K | -10,730 | Closed |
|
|
QL
230
Quarry LP
New York
| – | -$57.1K | -5,518 | Closed |
|
|
RS
231
R Squared
Central,
Hong Kong
| – | -$40.8K | -3,950 | Closed |
|
|
RTC
232
Riverview Trust Company
Vancouver,
Washington
| – | -$23.8K | -2,301 | Closed |
|
|
TH
233
TCTC Holdings
Dallas,
Texas
| – | -$7.64K | -739 | Closed |
|
234
Lazard Asset Management
New York
| – | -$2.56K | -277 | -91% |
|
235
Bessemer Group
Woodbridge,
New Jersey
| – | -$1K | -115 | Closed |
|
|
HWM
236
Hemington Wealth Management
Falls Church,
Virginia
| – | -$194 | -21 | -91% |
|
|
DPW
237
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| – | -$21 | -2 | Closed |
|
AVDX Hedge Fund Activity: Q1 2025 in Review
209 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q1 2025, worth a combined $1.35B — down 17% from $1.62B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new AVDX positions and 29 closed out — a net gain of 7 holders — while 67 added to existing stakes and 69 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $41.3M. The largest seller was Azora Capital LP, exiting entirely with an estimated $45.1M sold.
- 209 institutional investors held AvidXchange (AVDX) as of Q1 2025, up from 202 in Q4 2024.
- Funds reported $1.35B of AvidXchange stock for Q1 2025, down 17% quarter-over-quarter.
- 36 funds opened new AvidXchange positions in Q1 2025 and 29 closed out, a net change of +7 holders.
- The largest AvidXchange buyer in Q1 2025 was Fidelity Investments, an estimated $41.3M added.
- The largest AvidXchange seller in Q1 2025 was Azora Capital LP, an estimated $45.1M sold.
Based on aggregated 13F filings for Q1 2025.