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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
Handelsbanken Fonder
101
Handelsbanken Fonder
Sweden
$373K +$173K +18,400 +67%
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
$346K
New York State Common Retirement Fund
103
New York State Common Retirement Fund
New York
$344K -$1.01M -107,678 -72%
MCM
104
MV Capital Management
Maryland
$310K
SPA
105
Sherbrooke Park Advisers
New York
$304K -$272K -28,880 -44%
PTC
106
Petrus Trust Company
Texas
$295K +$116K +12,314 +51%
CAM
107
Cresset Asset Management
Illinois
$284K +$37.1K +3,940 +13%
ProShare Advisors
108
ProShare Advisors
Maryland
$266K +$119K +12,611 +62%
Assenagon Asset Management
109
Assenagon Asset Management
Luxembourg
$249K -$145K -15,438 -33%
VI
110
Versor Investments
New York
$216K +$250K +26,600 New
AI
111
Atom Investors
Texas
$213K +$247K +26,242 New
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$204K
WP
113
Woodline Partners
California
$204K +$237K +25,122 New
BC
114
Bridgefront Capital
Texas
$199K +$231K +24,562 New
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$199K +$34K +3,611 +17%
HSBC Holdings
116
HSBC Holdings
United Kingdom
$198K +$32.4K +3,437 +16%
Creative Planning
117
Creative Planning
Kansas
$181K -$154K -16,345 -42%
A
118
AlphaQuest
New York
$181K +$66.2K +7,027 +46%
SO
119
STRS Ohio
Ohio
$174K
KeyBank National Association
120
KeyBank National Association
Ohio
$170K
Acadian Asset Management
121
Acadian Asset Management
Massachusetts
$169K +$197K +20,917 New
BBHC
122
Brown Brothers Harriman & Co
New York
$165K
Victory Capital Management
123
Victory Capital Management
Texas
$164K -$2.35K -250 -1%
Pictet Asset Management
124
Pictet Asset Management
Switzerland
$163K
Amundi
125
Amundi
France
$162K

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.