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AVDX

AvidXchange

Delisted

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

185 hedge funds and large institutions have $2.07B invested in AvidXchange in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 54 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,190% more call options, than puts

Call options by funds: $7.9M | Put options by funds: $345K

41% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 54

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

3.23% more ownership

Funds ownership: 79.87%83.1% (+3.2%)

3% less capital invested

Capital invested by funds: $2.15B → $2.07B (-$74.8M)

4% less funds holding

Funds holding: 193185 (-8)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

Holders
185
Holders Change
-8
Holders Change %
-4.15%
% of All Funds
2.67%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
29
Increased
76
Reduced
54
Closed
34
Calls
$7.9M
Puts
$345K
Net Calls
+$7.55M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
126
KeyBank National Association
Ohio
$252K +$102K +8,925 +74%
Amundi
127
Amundi
France
$252K
HSBC Holdings
128
HSBC Holdings
United Kingdom
$250K -$1.92K -168 -0.8%
Victory Capital Management
129
Victory Capital Management
Texas
$247K -$1.9K -166 -0.8%
BBHC
130
Brown Brothers Harriman & Co
New York
$246K
PI
131
PEAK6 Investments
Illinois
$245K +$232K +20,282 New
ProShare Advisors
132
ProShare Advisors
Maryland
$244K -$78.8K -6,905 -25%
Pictet Asset Management
133
Pictet Asset Management
Switzerland
$242K
Capstone Investment Advisors
134
Capstone Investment Advisors
New York
$225K +$213K +18,698 New
AIP
135
Ameritas Investment Partners
Nebraska
$205K +$24.9K +2,177 +15%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$192K -$126 -11 -0.1%
VA
137
Vident Advisory
Georgia
$185K -$15.8K -1,386 -8%
A
138
AlphaQuest
New York
$184K -$293K -25,644 -63%
N
139
Natixis
France
$180K -$3.01K -264 -2%
AQR Capital Management
140
AQR Capital Management
Connecticut
$177K -$659K -57,708 -80%
CCMINC
141
Cardinal Capital Management Inc (North Carolina)
North Carolina
$174K
CIP
142
Cornerstone Investment Partners
Georgia
$160K -$12.4K -1,085 -8%
Mariner
143
Mariner
Kansas
$157K -$43.8K -3,833 -23%
AIM
144
Aigen Investment Management
New York
$155K +$147K +12,842 New
PCM
145
Prelude Capital Management
New York
$153K +$145K +12,713 New
Two Sigma Advisers
146
Two Sigma Advisers
New York
$151K +$143K +12,500 New
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$146K
IEFM
148
IQ EQ Fund Management
Ireland
$143K -$96.4K -8,443 -42%
Truist Financial
149
Truist Financial
North Carolina
$142K -$320 -28 -0.2%
X
150
Xponance
Pennsylvania
$133K +$126K +11,018 New

AVDX Hedge Fund Activity: Q2 2024 in Review

185 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q2 2024, worth a combined $2.07B — down 3.5% from $2.15B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of AVDX and 29 opened new positions — a net loss of 5 holders — while 54 trimmed existing stakes and 76 added.

The largest buyer was Fidelity Investments, adding an estimated $33.4M. The largest seller was Lord, Abbett & Co, cutting an estimated $11.2M.

  • 185 institutional investors held AvidXchange (AVDX) as of Q2 2024, down from 193 in Q1 2024.
  • Funds reported $2.07B of AvidXchange stock for Q2 2024, down 3.5% quarter-over-quarter.
  • 29 funds opened new AvidXchange positions in Q2 2024 and 34 closed out, a net change of -5 holders.
  • The largest AvidXchange buyer in Q2 2024 was Fidelity Investments, an estimated $33.4M added.
  • The largest AvidXchange seller in Q2 2024 was Lord, Abbett & Co, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2024.