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AVDX

AvidXchange

Delisted

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

202 hedge funds and large institutions have $1.62B invested in AvidXchange in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 79 increasing their positions, 51 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,805% more call options, than puts

Call options by funds: $6.56M | Put options by funds: $168K

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

55% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 51

48% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 29

23% more capital invested

Capital invested by funds: $1.32B → $1.62B (+$299M)

6% more funds holding

Funds holding: 191202 (+11)

2.22% less ownership

Funds ownership: 78.3%76.08% (-2.2%)

Holders
202
Holders Change
+11
Holders Change %
+5.76%
% of All Funds
2.66%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
43
Increased
79
Reduced
51
Closed
29
Calls
$6.56M
Puts
$168K
Net Calls
+$6.39M
Net Calls Change
+$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
X
151
Xponance
Pennsylvania
$129K +$10.2K +1,045 +9%
FC
152
Farringdon Capital
United Kingdom
$123K +$116K +11,932 New
SG Americas Securities
153
SG Americas Securities
New York
$120K -$783K -80,253 -87%
Mackenzie Financial
154
Mackenzie Financial
Ontario, Canada
$116K
Raymond James Financial
155
Raymond James Financial
Florida
$115K +$109K +11,165 New
BFA
156
Bragg Financial Advisors
North Carolina
$113K +$106K +10,896 New
1C
157
111 Capital
France
$111K +$105K +10,730 New
SIC
158
Salem Investment Counselors
North Carolina
$98.8K
KBC Group
159
KBC Group
Belgium
$91K +$32.6K +3,344 +61%
Royal Bank of Canada
160
Royal Bank of Canada
Ontario, Canada
$89K -$156K -15,963 -65%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$89K +$17.6K +1,805 +27%
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$68.8K +$6.76K +693 +12%
S
163
SignatureFD
Georgia
$63.7K +$459 +47 +0.8%
QL
164
Quarry LP
New York
$57.1K +$30.1K +3,083 +127%
AB
165
Amalgamated Bank
New York
$55K
RS
166
R Squared
Hong Kong
$40.8K +$38.6K +3,950 New
AAM
167
Advisors Asset Management
Colorado
$36.1K -$19.1K -1,953 -36%
RTC
168
Riverview Trust Company
Washington
$23.8K
TRCT
169
Tower Research Capital (TRC)
New York
$22.6K +$771 +79 +4%
CAL
170
Capital Advisors Ltd
Ohio
$21K +$19.5K +2,000 New
Optiver Holding
171
Optiver Holding
Netherlands
$7.78K -$3.39K -347 -32%
TH
172
TCTC Holdings
Texas
$7.64K +$7.21K +739 New
Mitsubishi UFJ Asset Management
173
Mitsubishi UFJ Asset Management
Japan
$6.53K
QCG
174
Quadrant Capital Group
Ohio
$4.91K +$2.03K +208 +78%
Osaic Holdings
175
Osaic Holdings
Arizona
$4.82K -$988K -101,205 -100%

AVDX Hedge Fund Activity: Q4 2024 in Review

202 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q4 2024, worth a combined $1.62B — up 23% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new AVDX positions and 29 closed out — a net gain of 14 holders — while 79 added to existing stakes and 51 trimmed.

The largest buyer was Azora Capital LP, opening a new position worth an estimated $42.5M. The largest seller was Capital Research Global Investors, cutting an estimated $56.5M.

  • 202 institutional investors held AvidXchange (AVDX) as of Q4 2024, up from 191 in Q3 2024.
  • Funds reported $1.62B of AvidXchange stock for Q4 2024, up 23% quarter-over-quarter.
  • 43 funds opened new AvidXchange positions in Q4 2024 and 29 closed out, a net change of +14 holders.
  • The largest AvidXchange buyer in Q4 2024 was Azora Capital LP, an estimated $42.5M added.
  • The largest AvidXchange seller in Q4 2024 was Capital Research Global Investors, an estimated $56.5M sold.

Based on aggregated 13F filings for Q4 2024.