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AVDX

AvidXchange
AVDX

Delisted

AVDX was delisted on the 14th of October, 2025.

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200 hedge funds and large institutions have $1.64B invested in AvidXchange in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 55 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,014% more call options, than puts

Call options by funds: $3.14M | Put options by funds: $282K

33% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 55

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

5% more capital invested

Capital invested by funds: $1.56B → $1.64B (+$83.1M)

2.32% more ownership

Funds ownership: 77.16% → 79.48% (+2.3%)

9% less funds holding

Funds holding: 219 → 200 (-19)

45% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 40

Holders
200
Holders Change
-19
Holders Change %
-8.68%
% of All Funds
2.62%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
22
Increased
73
Reduced
55
Closed
40
Calls
$3.14M
Puts
$282K
Net Calls
+$2.86M
Net Calls Change
+$1.95M

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$86.1M
2
NAM
Nexpoint Asset Management
Texas
+$37.4M
3
GCL
Glazer Capital LLC
New York
+$33.9M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$17.7M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$15M

Top Sellers

Rank Fund Capital Flow
1
BCM
Beryl Capital Management
California
-$28.7M
2
TCG
Tremblant Capital Group
Florida
-$26.8M
3
SFM
Soros Fund Management
New York
-$20.4M
4
Renaissance Technologies
Renaissance Technologies
New York
-$18.7M
5
Jennison Associates
Jennison Associates
New York
-$15.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
226
HSBC Holdings
United Kingdom
– -$207K -21,173 Closed
TSS
227
Two Sigma Securities
New York
– -$201K -20,553 Closed
JFG
228
Jefferies Financial Group
New York
– -$187K -19,099 Closed
KeyBank National Association
229
KeyBank National Association
Ohio
– -$164K -16,724 Closed
PCM
230
Polymer Capital Management
New York
– -$163K -16,634 Closed
DFCM
231
Dark Forest Capital Management
Puerto Rico
– -$121K -12,319 Closed
PHK
232
Point72 Hong Kong
Hong Kong
– -$55.8K -5,695 Closed
Simplex Trading
233
Simplex Trading
Illinois
– -$29.7K -3,000 Closed
CAL
234
Capital Advisors Ltd
Ohio
– -$20K -2,000 Closed
AAM
235
Advisors Asset Management
Colorado
– -$10.4K -1,066 Closed
BIG
236
Brooklyn Investment Group
New York
– -$6.02K -615 Closed
CIAM
237
Caitong International Asset Management
Hong Kong
– -$3.48K -356 Closed
US Bancorp
238
US Bancorp
Minnesota
– -$294 -30 Closed
TPWA
239
Twin Peaks Wealth Advisors
California
– -$10 -1 Closed
6 7 8 9
10

AVDX Hedge Fund Activity: Q3 2025 in Review

200 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q3 2025, worth a combined $1.64B — up 5.3% from $1.56B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of AVDX and 22 opened new positions — a net loss of 18 holders — while 55 trimmed existing stakes and 73 added.

The largest buyer was UBS Group, adding an estimated $86.1M. The largest seller was Beryl Capital Management, exiting entirely with an estimated $28.7M sold.

  • 200 institutional investors held AvidXchange (AVDX) as of Q3 2025, down from 219 in Q2 2025.
  • Funds reported $1.64B of AvidXchange stock for Q3 2025, up 5.3% quarter-over-quarter.
  • 22 funds opened new AvidXchange positions in Q3 2025 and 40 closed out, a net change of -18 holders.
  • The largest AvidXchange buyer in Q3 2025 was UBS Group, an estimated $86.1M added.
  • The largest AvidXchange seller in Q3 2025 was Beryl Capital Management, an estimated $28.7M sold.

Based on aggregated 13F filings for Q3 2025.