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AVDX

AvidXchange

Delisted

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

193 hedge funds and large institutions have $2.15B invested in AvidXchange in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,658% more call options, than puts

Call options by funds: $28.9M | Put options by funds: $1.65M

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

28% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 57

4% more funds holding

Funds holding: 186193 (+7)

5% more capital invested

Capital invested by funds: $2.05B → $2.15B (+$98.9M)

1.43% less ownership

Funds ownership: 81.3%79.87% (-1.4%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
193
Holders Change
+7
Holders Change %
+3.76%
% of All Funds
2.78%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
34
Increased
73
Reduced
57
Closed
25
Calls
$28.9M
Puts
$1.65M
Net Calls
+$27.3M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
151
Cornerstone Investment Partners
Georgia
$189K
Two Sigma Investments
152
Two Sigma Investments
New York
$179K -$1.34M -111,907 -89%
OA
153
Oracle Alpha
Ontario, Canada
$173K -$8.26K -688 -5%
MW
154
MBL Wealth
North Carolina
$163K +$149K +12,422 New
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$160K -$3.18K -265 -2%
KeyBank National Association
156
KeyBank National Association
Ohio
$158K +$144K +12,001 New
Truist Financial
157
Truist Financial
North Carolina
$155K +$141K +11,762 New
PTC
158
Petrus Trust Company
Texas
$153K +$140K +11,633 New
PAS
159
Point72 Asia (Singapore)
Singapore
$145K +$133K +11,045 New
Creative Planning
160
Creative Planning
Kansas
$137K +$125K +10,382 New
KC
161
Kingfisher Capital
North Carolina
$135K
Wealth Enhancement Advisory Services
162
Wealth Enhancement Advisory Services
Minnesota
$134K +$2.25K +187 +2%
Royal Bank of Canada
163
Royal Bank of Canada
Ontario, Canada
$133K -$420K -34,979 -78%
State Board of Administration of Florida Retirement System
164
State Board of Administration of Florida Retirement System
Florida
$125K -$319K -26,580 -62%
BAM
165
Bullseye Asset Management
Colorado
$119K
MLICM
166
Metropolitan Life Insurance Company (MetLife)
New York
$105K -$8.27K -689 -8%
Russell Investments Group
167
Russell Investments Group
United Kingdom
$95.6K -$2.72M -226,794 -97%
S
168
SignatureFD
Georgia
$78.9K
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$78K +$1.49K +124 +2%
AB
170
Amalgamated Bank
New York
$66K -$185K -15,430 -75%
AAM
171
Advisors Asset Management
Colorado
$56.7K +$25.4K +2,114 +96%
Citadel Advisors
172
Citadel Advisors
Florida
$55.6K +$50.8K +4,230 New
TRCT
173
Tower Research Capital (TRC)
New York
$20.7K -$394K -32,845 -95%
QL
174
Quarry LP
New York
$18.6K +$17K +1,416 New
QCG
175
Quadrant Capital Group
Ohio
$14.1K +$4.17K +347 +48%

AVDX Hedge Fund Activity: Q1 2024 in Review

193 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q1 2024, worth a combined $2.15B — up 4.8% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AVDX positions and 25 closed out — a net gain of 9 holders — while 73 added to existing stakes and 57 trimmed.

The largest buyer was Greenhouse Funds, adding an estimated $22M. The largest seller was Morgan Stanley, cutting an estimated $100M.

  • 193 institutional investors held AvidXchange (AVDX) as of Q1 2024, up from 186 in Q4 2023.
  • Funds reported $2.15B of AvidXchange stock for Q1 2024, up 4.8% quarter-over-quarter.
  • 34 funds opened new AvidXchange positions in Q1 2024 and 25 closed out, a net change of +9 holders.
  • The largest AvidXchange buyer in Q1 2024 was Greenhouse Funds, an estimated $22M added.
  • The largest AvidXchange seller in Q1 2024 was Morgan Stanley, an estimated $100M sold.

Based on aggregated 13F filings for Q1 2024.