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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
WAM
76
Wolverine Asset Management
Illinois
$1.71M +$707K +71,456 +71%
AA
77
ABC Arbitrage
France
$1.67M +$1.66M +167,369 New
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$1.64M -$218K -22,023 -12%
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$1.6M +$88.2K +8,918 +6%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$1.59M -$1.16M -117,449 -42%
CIEC
81
Crédit Industriel et Commercial
France
$1.49M
Deutsche Bank
82
Deutsche Bank
Germany
$1.47M +$154K +15,588 +12%
BCA
83
Burren Capital Advisors
Gibraltar
$1.39M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
84
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.19M
PCM
85
Prelude Capital Management
New York
$1.14M
Wells Fargo
86
Wells Fargo
California
$1.08M +$196K +19,838 +22%
MIM
87
MetLife Investment Management
New Jersey
$1.05M
D.E. Shaw & Co
88
D.E. Shaw & Co
New York
$1.04M -$614K -62,018 -37%
CI
89
Ceera Investments
Texas
$1.04M
Creative Planning
90
Creative Planning
Kansas
$939K +$139K +14,033 +17%
Canada Pension Plan Investment Board
91
Canada Pension Plan Investment Board
Ontario, Canada
$917K
Universal-Beteiligungs- und Servicegesellschaft
92
Universal-Beteiligungs- und Servicegesellschaft
Germany
$901K +$267K +27,022 +43%
Zurich Cantonal Bank
93
Zurich Cantonal Bank
Switzerland
$896K +$140K +14,188 +19%
Squarepoint
94
Squarepoint
New York
$835K -$623K -62,990 -43%
PP
95
PDT Partners
New York
$830K -$2.36M -238,108 -74%
OAM
96
Oxford Asset Management
United Kingdom
$797K -$1.61M -163,113 -67%
SO
97
STRS Ohio
Ohio
$792K
Mirae Asset Global ETFs Holdings
98
Mirae Asset Global ETFs Holdings
Hong Kong
$790K -$141K -14,267 -15%
IIM
99
INTECH Investment Management
Florida
$738K -$195K -19,733 -21%
Verition Fund Management
100
Verition Fund Management
Connecticut
$735K -$3.22M -325,809 -82%

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.