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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
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$224K +$8.97K +907 +4%
Prudential Financial
127
Prudential Financial
New Jersey
$221K +$3.96K +400 +2%
SEI Investments
128
SEI Investments
Pennsylvania
$221K
Kovitz Investment Group Partners
129
Kovitz Investment Group Partners
Illinois
$215K -$1.53K -155 -0.7%
Victory Capital Management
130
Victory Capital Management
Texas
$210K +$16.8K +1,693 +9%
Two Sigma Advisers
131
Two Sigma Advisers
New York
$208K -$261K -26,400 -56%
BBHC
132
Brown Brothers Harriman & Co
New York
$203K
NICM
133
Neo Ivy Capital Management
New York
$198K -$1.27M -127,916 -87%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$194K -$4.08K -412 -2%
Russell Investments Group
135
Russell Investments Group
United Kingdom
$185K +$32.1K +3,239 +21%
CBU
136
CIBC Bancorp USA
Illinois
$181K +$180K +18,220 New
State of Wisconsin Investment Board
137
State of Wisconsin Investment Board
Wisconsin
$180K +$3.73K +377 +2%
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$177K +$38.9K +3,927 +28%
CIBC World Market
139
CIBC World Market
Ontario, Canada
$158K +$157K +15,900 New
MFS
140
Mirabella Financial Services
United Kingdom
$156K +$155K +15,703 New
AIP
141
Ameritas Investment Partners
Nebraska
$142K -$38.6K -3,902 -21%
X
142
Xponance
Pennsylvania
$132K +$1.67K +169 +1%
Mackenzie Financial
143
Mackenzie Financial
Ontario, Canada
$112K
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$110K +$109K +11,043 New
Brown Advisory
145
Brown Advisory
Maryland
$109K -$101K -10,200 -48%
BFA
146
Bragg Financial Advisors
North Carolina
$108K -$147K -14,834 -58%
EIA
147
Eastover Investment Advisors
North Carolina
$106K
FFP
148
FourThought Financial Partners
Florida
$103K +$103K +10,384 New
Mariner
149
Mariner
Kansas
$103K +$102K +10,339 New
M
150
Murchinson
Ontario, Canada
$100K +$99.9K +10,100 New

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.