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AVDX

AvidXchange

Delisted

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

219 hedge funds and large institutions have $1.56B invested in AvidXchange in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 64 increasing their positions, 58 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

16% more capital invested

Capital invested by funds: $1.35B → $1.56B (+$214M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 58

5% more funds holding

Funds holding: 209219 (+10)

0.5% less ownership

Funds ownership: 77.66%77.16% (-0.5%)

Holders
219
Holders Change
+10
Holders Change %
+4.78%
% of All Funds
2.88%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
72
Increased
64
Reduced
58
Closed
62
Calls
$910K
Puts
Net Calls
+$910K
Net Calls Change
-$4.08M
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
26
Water Island Capital
New York
$19.2M +$17.7M +1,961,334 New
Renaissance Technologies
27
Renaissance Technologies
New York
$18.7M +$16M +1,771,500 +1,275%
SV
28
Sapphire Ventures
Texas
$18.3M -$9.29M -1,031,000 -36%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$16.9M -$8.82M -977,879 -36%
Northern Trust
30
Northern Trust
Illinois
$15.6M -$144K -16,007 -1%
Balyasny Asset Management
31
Balyasny Asset Management
Illinois
$15.3M -$16.5M -1,830,937 -54%
Charles Schwab
32
Charles Schwab
California
$14.7M -$39.9K -4,424 -0.3%
Goldman Sachs
33
Goldman Sachs
New York
$13.4M +$5.03M +558,271 +69%
PMAM
34
Picton Mahoney Asset Management
Ontario, Canada
$12.2M +$11.3M +1,250,000 New
GF
35
Gabelli Funds
New York
$11.7M +$10.8M +1,193,350 New
Bank of New York Mellon
36
Bank of New York Mellon
New York
$11.3M -$15.5M -1,714,805 -60%
Grantham, Mayo, Van Otterloo & Co (GMO)
37
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.3M +$9.47M +1,050,410 New
OAC
38
OMERS Administration Corp
Ontario, Canada
$10.2M +$9.4M +1,042,500 New
Calamos Advisors
39
Calamos Advisors
Illinois
$9.79M +$9.02M +1,000,000 New
Man Group
40
Man Group
United Kingdom
$9.05M +$8.33M +924,031 New
GCIA
41
Gabelli & Co Investment Advisers
New York
$8.31M +$7.66M +849,207 New
CLGM
42
Capitolis Liquid Global Markets
New York
$8.1M +$7.46M +827,400 New
Bank of America
43
Bank of America
North Carolina
$7.6M +$1.9M +211,139 +37%
KC
44
Kryger Capital
United Kingdom
$7.41M +$6.82M +756,907 New
Voloridge Investment Management
45
Voloridge Investment Management
Florida
$7.23M -$1.96M -217,715 -23%
AACP
46
Advantage Alpha Capital Partners
California
$7.05M -$1.23M -136,648 -16%
UBS AM
47
UBS AM
Illinois
$6.41M +$1.67M +185,202 +39%
Morgan Stanley
48
Morgan Stanley
New York
$6.35M -$3.85M -426,732 -40%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$5.79M +$3.25M +360,674 +156%
N
50
Nuveen
North Carolina
$5.41M -$703K -77,941 -12%

AVDX Hedge Fund Activity: Q2 2025 in Review

219 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q2 2025, worth a combined $1.56B — up 16% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new AVDX positions and 62 closed out — a net gain of 10 holders — while 64 added to existing stakes and 58 trimmed.

The largest buyer was Magnetar Financial, opening a new position worth an estimated $76.2M. The largest seller was Fidelity Investments, cutting an estimated $172M.

  • 219 institutional investors held AvidXchange (AVDX) as of Q2 2025, up from 209 in Q1 2025.
  • Funds reported $1.56B of AvidXchange stock for Q2 2025, up 16% quarter-over-quarter.
  • 72 funds opened new AvidXchange positions in Q2 2025 and 62 closed out, a net change of +10 holders.
  • The largest AvidXchange buyer in Q2 2025 was Magnetar Financial, an estimated $76.2M added.
  • The largest AvidXchange seller in Q2 2025 was Fidelity Investments, an estimated $172M sold.

Based on aggregated 13F filings for Q2 2025.