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AVDX

AvidXchange

Delisted

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

209 hedge funds and large institutions have $1.35B invested in AvidXchange in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,671% more call options, than puts

Call options by funds: $5.29M | Put options by funds: $299K

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

3% more funds holding

Funds holding: 202209 (+7)

1.58% more ownership

Funds ownership: 76.08%77.66% (+1.6%)

3% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 69

17% less capital invested

Capital invested by funds: $1.62B → $1.35B (-$272M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
209
Holders Change
+7
Holders Change %
+3.47%
% of All Funds
2.8%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
36
Increased
67
Reduced
69
Closed
29
Calls
$5.29M
Puts
$299K
Net Calls
+$5M
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
151
Two Sigma Securities
New York
$113K +$123K +13,315 New
Raymond James Financial
152
Raymond James Financial
Florida
$112K +$19.1K +2,063 +18%
Amundi
153
Amundi
France
$111K
X
154
Xponance
Pennsylvania
$110K +$5.23K +566 +5%
Prudential Financial
155
Prudential Financial
New Jersey
$109K +$3.23K +350 +3%
BAM
156
Blueshift Asset Management
New Jersey
$102K +$111K +12,063 New
JG
157
Jain Global
New York
$96.7K +$105K +11,406 New
Mackenzie Financial
158
Mackenzie Financial
Ontario, Canada
$95.2K
BFA
159
Bragg Financial Advisors
North Carolina
$92.4K
GAM
160
Gotham Asset Management
New York
$91.4K +$99.6K +10,778 New
EIA
161
Eastover Investment Advisors
North Carolina
$90.2K +$98.3K +10,641 New
Walleye Trading
162
Walleye Trading
New York
$89.6K +$97.6K +10,566 New
CC
163
Corton Capital
Ontario, Canada
$87.4K +$95.2K +10,304 New
SIC
164
Salem Investment Counselors
North Carolina
$81K
ACM
165
Aster Capital Management
United Arab Emirates
$80.7K +$98.1K +10,613 New
KBC Group
166
KBC Group
Belgium
$75K
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$59K -$15K -1,620 -19%
S
168
SignatureFD
Georgia
$51.1K -$1.31K -142 -2%
AB
169
Amalgamated Bank
New York
$51K +$6.63K +717 +14%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$50.7K -$6.23K -674 -10%
Royal Bank of Canada
171
Royal Bank of Canada
Ontario, Canada
$44K -$31.1K -3,361 -39%
BAMF
172
BI Asset Management Fondsmaeglerselskab
Denmark
$37K +$40K +4,332 New
TRCT
173
Tower Research Capital (TRC)
New York
$35.9K +$18.8K +2,038 +93%
VCM
174
Versant Capital Management
Arizona
$32.8K +$31.8K +3,437 +801%
AAM
175
Advisors Asset Management
Colorado
$27.2K -$2.63K -284 -8%

AVDX Hedge Fund Activity: Q1 2025 in Review

209 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q1 2025, worth a combined $1.35B — down 17% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AVDX positions and 29 closed out — a net gain of 7 holders — while 67 added to existing stakes and 69 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $41.3M. The largest seller was Azora Capital LP, exiting entirely with an estimated $45.1M sold.

  • 209 institutional investors held AvidXchange (AVDX) as of Q1 2025, up from 202 in Q4 2024.
  • Funds reported $1.35B of AvidXchange stock for Q1 2025, down 17% quarter-over-quarter.
  • 36 funds opened new AvidXchange positions in Q1 2025 and 29 closed out, a net change of +7 holders.
  • The largest AvidXchange buyer in Q1 2025 was Fidelity Investments, an estimated $41.3M added.
  • The largest AvidXchange seller in Q1 2025 was Azora Capital LP, an estimated $45.1M sold.

Based on aggregated 13F filings for Q1 2025.