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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
Walleye Trading
151
Walleye Trading
New York
$99.5K +$99K +10,000 New
SOADOR
152
State of Alaska Department of Revenue
Alaska
$85K +$84.8K +8,569 New
LIM
153
Longfellow Investment Management
Massachusetts
$75.7K
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$64.5K
AB
155
Amalgamated Bank
New York
$60K
SIC
156
Salem Investment Counselors
North Carolina
$59.7K
S
157
SignatureFD
Georgia
$59.7K
KBC Group
158
KBC Group
Belgium
$58K
TRCT
159
Tower Research Capital (TRC)
New York
$51K -$202K -20,453 -80%
AAP
160
Arax Advisory Partners
Colorado
$39.7K +$38.6K +3,903 +4,289%
VCM
161
Versant Capital Management
Arizona
$38.5K +$1.8K +182 +5%
BNP Paribas Asset Management
162
BNP Paribas Asset Management
France
$18K +$574 +58 +3%
Optiver Holding
163
Optiver Holding
Netherlands
$13K +$4.71K +476 +57%
GI
164
GAMMA Investing
California
$9.25K +$643 +65 +8%
Jones Financial Companies
165
Jones Financial Companies
Missouri
$7.16K
Mitsubishi UFJ Asset Management
166
Mitsubishi UFJ Asset Management
Japan
$6.08K
EP
167
Essential Partners
California
$5.46K +$178 +18 +3%
EWA
168
EverSource Wealth Advisors
Alabama
$5.34K +$139 +14 +3%
Osaic Holdings
169
Osaic Holdings
Arizona
$4.71K +$10 +1 +0.2%
WT
170
Whittier Trust
California
$4.44K +$4.4K +445 New
SCM
171
Sterling Capital Management
North Carolina
$4.12K -$119 -12 -3%
RIL
172
Rothschild Investment LLC
Illinois
$3.68K -$990 -100 -21%
QCG
173
Quadrant Capital Group
Ohio
$3.67K +$3.65K +369 New
TWD
174
True Wealth Design
Ohio
$3.48K
AIM
175
Anchor Investment Management
South Carolina
$2.98K

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.