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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
OR
151
Olympiad Research
Connecticut
$129K +$122K +10,670 New
KC
152
Kingfisher Capital
North Carolina
$124K
Wealth Enhancement Advisory Services
153
Wealth Enhancement Advisory Services
Minnesota
$123K -$126 -11 -0.1%
SIC
154
Salem Investment Counselors
North Carolina
$115K +$109K +9,556 New
Russell Investments Group
155
Russell Investments Group
United Kingdom
$87.8K +$171 +15 +0.2%
S
156
SignatureFD
Georgia
$74.8K +$2.29K +201 +3%
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$73.7K +$2.07K +181 +3%
AAM
158
Advisors Asset Management
Colorado
$67.4K +$14.6K +1,277 +30%
NC
159
nVerses Capital
Florida
$66.3K +$62.8K +5,500 New
KBC Group
160
KBC Group
Belgium
$66K +$62.7K +5,492 New
AB
161
Amalgamated Bank
New York
$64K +$3.25K +285 +6%
BTI
162
Blue Trust Inc
Georgia
$18.2K +$15.8K +1,383 New
QCG
163
Quadrant Capital Group
Ohio
$11.6K -$1.19K -104 -10%
Mitsubishi UFJ Asset Management
164
Mitsubishi UFJ Asset Management
Japan
$7.37K
HIM
165
Hillsdale Investment Management
Ontario, Canada
$5.79K
LC
166
Lindbrook Capital
California
$5.79K +$480 +42 +10%
AIM
167
Anchor Investment Management
South Carolina
$3.62K
PS
168
Principal Securities
Iowa
$3.62K
SAM
169
Smartleaf Asset Management
Massachusetts
$3.37K +$3.24K +284 New
GI
170
GAMMA Investing
California
$3.12K +$1.12K +98 +61%
AAP
171
Arax Advisory Partners
Colorado
$3.02K +$2.85K +250 New
Optiver Holding
172
Optiver Holding
Netherlands
$2.91K +$2.75K +241 New
PA
173
Parallel Advisors
California
$2.86K +$480 +42 +22%
FFA
174
Farther Finance Advisors
California
$2.63K +$856 +75 +52%
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
$1.18K +$354 +31 +46%

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.