We are live on ! Find out more
AVDX

AvidXchange

Delisted

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

191 hedge funds and large institutions have $1.32B invested in AvidXchange in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 57 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,260% more call options, than puts

Call options by funds: $4.98M | Put options by funds: $366K

16% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 38

3% more funds holding

Funds holding: 185191 (+6)

9% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 57

4.8% less ownership

Funds ownership: 83.1%78.3% (-4.8%)

36% less capital invested

Capital invested by funds: $2.07B → $1.32B (-$751M)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
191
Holders Change
+6
Holders Change %
+3.24%
% of All Funds
2.74%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
44
Increased
62
Reduced
57
Closed
38
Calls
$4.98M
Puts
$366K
Net Calls
+$4.61M
Net Calls Change
-$2.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$13.2M -$12.4M -1,317,867 -45%
Charles Schwab
27
Charles Schwab
California
$12.4M +$1.08M +114,763 +8%
Northern Trust
28
Northern Trust
Illinois
$12.4M -$1.64M -174,531 -10%
Jennison Associates
29
Jennison Associates
New York
$11.7M -$9.02M -957,597 -40%
AIM
30
ARK Investment Management
Florida
$9.42M +$1.62M +171,908 +17%
Voloridge Investment Management
31
Voloridge Investment Management
Florida
$8.1M +$5.82M +617,744 +162%
Deutsche Bank
32
Deutsche Bank
Germany
$8.01M +$33K +3,510 +0.4%
TM
33
Tikvah Management
North Carolina
$7.97M
Point72 Asset Management
34
Point72 Asset Management
Connecticut
$7.92M +$9.2M +976,610 New
Goldman Sachs
35
Goldman Sachs
New York
$7.22M +$1.93M +205,467 +30%
Connor, Clark & Lunn Investment Management (CC&L)
36
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.5M +$2.58M +274,375 +52%
UBS Group
37
UBS Group
Switzerland
$6.18M +$3.42M +363,335 +91%
AACP
38
Advantage Alpha Capital Partners
California
$6.08M +$3.79M +402,488 +116%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$5.88M +$3.2M +339,859 +88%
Bank of America
40
Bank of America
North Carolina
$5.8M -$444K -47,116 -6%
Luther King Capital Management (LKCM)
41
Luther King Capital Management (LKCM)
Texas
$5.57M -$146K -15,549 -2%
AQR Capital Management
42
AQR Capital Management
Connecticut
$5.46M +$6.2M +658,582 +4,493%
Squarepoint
43
Squarepoint
New York
$5.34M +$4.31M +457,605 +228%
PCA
44
Providence Capital Advisors
North Carolina
$5.27M +$5.36M +569,328 +710%
ASGS
45
Alpha Square Group S
New York
$5.04M +$424K +45,000 +8%
N
46
Nuveen
North Carolina
$4.06M +$40.3K +4,280 +0.9%
NIP
47
Norwood Investment Partners
California
$3.9M +$4.53M +480,625 New
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$3.83M +$4.44M +471,922 New
Citadel Advisors
49
Citadel Advisors
Florida
$3.82M +$4.43M +470,705 New
HIM
50
Herald Investment Management
United Kingdom
$3.65M +$942K +100,000 +29%

AVDX Hedge Fund Activity: Q3 2024 in Review

191 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q3 2024, worth a combined $1.32B — down 36% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AVDX positions and 38 closed out — a net gain of 6 holders — while 62 added to existing stakes and 57 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $94.6M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $61.2M sold.

  • 191 institutional investors held AvidXchange (AVDX) as of Q3 2024, up from 185 in Q2 2024.
  • Funds reported $1.32B of AvidXchange stock for Q3 2024, down 36% quarter-over-quarter.
  • 44 funds opened new AvidXchange positions in Q3 2024 and 38 closed out, a net change of +6 holders.
  • The largest AvidXchange buyer in Q3 2024 was Fidelity Investments, an estimated $94.6M added.
  • The largest AvidXchange seller in Q3 2024 was Lone Pine Capital, an estimated $61.2M sold.

Based on aggregated 13F filings for Q3 2024.