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AVDX

AvidXchange

Delisted

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

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: 810 (+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: 219200 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$17.3M -$2.89M -291,830 -14%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$17.2M
Northern Trust
28
Northern Trust
Illinois
$15.7M -$173K -17,457 -1%
Charles Schwab
29
Charles Schwab
California
$15.2M +$193K +19,497 +1%
JP Morgan Chase
30
JP Morgan Chase
New York
$15M -$11.6M -1,171,006 -44%
GF
31
Gabelli Funds
New York
$14.9M +$3M +303,300 +25%
OAC
32
OMERS Administration Corp
Ontario, Canada
$14.8M +$4.35M +440,000 +42%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$12.8M -$2.81M -284,330 -18%
Calamos Advisors
34
Calamos Advisors
Illinois
$9.95M
Man Group
35
Man Group
United Kingdom
$9.22M +$20.9K +2,110 +0.2%
GCIA
36
Gabelli & Co Investment Advisers
New York
$9.14M +$684K +69,105 +8%
Bank of America
37
Bank of America
North Carolina
$9.09M +$1.36M +137,008 +18%
KC
38
Kryger Capital
United Kingdom
$7.51M -$16.4K -1,657 -0.2%
YCM
39
Yakira Capital Management
Connecticut
$7.32M +$5.17M +522,542 +245%
Morgan Stanley
40
Morgan Stanley
New York
$7.25M +$793K +80,094 +12%
AACP
41
Advantage Alpha Capital Partners
California
$6.82M -$342K -34,564 -5%
Jennison Associates
42
Jennison Associates
New York
$6.7M -$15.7M -1,587,311 -70%
N
43
Nuveen
North Carolina
$5.35M -$155K -15,634 -3%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$5.23M -$6.21M -627,964 -54%
HIM
45
Herald Investment Management
United Kingdom
$4.97M
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$4.74M -$1.14M -115,491 -20%
AGDI
47
Absolute Gestao de Investimentos
Brazil
$4.5M +$4.47M +451,998 New
Luther King Capital Management (LKCM)
48
Luther King Capital Management (LKCM)
Texas
$4.49M
HM
49
Harvest Management
New York
$4.44M +$3.18M +321,500 +257%
GI
50
GAMCO Investors
Connecticut
$4.37M +$2.33M +235,000 +115%

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.