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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
Mitsubishi UFJ Asset Management
176
Mitsubishi UFJ Asset Management
Japan
$8.04K
HIM
177
Hillsdale Investment Management
Ontario, Canada
$6.31K +$5.76K +480 New
LC
178
Lindbrook Capital
California
$5.76K
US Bancorp
179
US Bancorp
Minnesota
$5.04K +$4.04K +336 +715%
AIM
180
Anchor Investment Management
South Carolina
$3.94K
PS
181
Principal Securities
Iowa
$3.94K
PA
182
Parallel Advisors
California
$2.56K -$997 -83 -30%
GI
183
GAMMA Investing
California
$2.12K +$1.85K +154 +2,200%
FFA
184
Farther Finance Advisors
California
$1.8K +$60 +5 +4%
VNA
185
Valley National Advisers
Pennsylvania
$1K
MPWT
186
MassMutual Private Wealth & Trust
Connecticut
$881 +$805 +67 New
JWA
187
JFS Wealth Advisors
Pennsylvania
$448 -$12 -1 -3%
AWM
188
Avior Wealth Management
Nebraska
$381 +$348 +29 New
RIL
189
Rothschild Investment LLC
Illinois
$263 +$240 +20 New
SIC
190
SJS Investment Consulting
Ohio
$185 -$264 -22 -61%
DPW
191
DiNuzzo Private Wealth
Pennsylvania
$106
CFFNO
192
Common Fund For Nonprofit Organizations
Connecticut
-$7.87M -635,554 Closed
GC
193
Gillson Capital
Illinois
-$7.68M -619,893 Closed
Point72 Asset Management
194
Point72 Asset Management
Connecticut
-$6.23M -502,700 Closed
VEPM
195
Vista Equity Partners Management
California
-$3.25M -262,396 Closed
PI
196
PEAK6 Investments
Illinois
-$2.65M -220,418 Closed
OQS
197
Occudo Quantitative Strategies
Florida
-$2.57M -207,626 Closed
Walleye Capital
198
Walleye Capital
New York
-$2.39M -193,298 Closed
SCM
199
SG Capital Management
Illinois
-$1.98M -159,438 Closed
Calamos Advisors
200
Calamos Advisors
Illinois
-$1.88M -151,359 Closed

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.