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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
SW
176
SVB Wealth
Massachusetts
$26.3K +$28.7K +3,102 New
SSG
177
Summit Securities Group
New York
$20.4K +$22.2K +2,402 New
CAL
178
Capital Advisors Ltd
Ohio
$17K
Optiver Holding
179
Optiver Holding
Netherlands
$9.08K +$2.95K +319 +42%
Osaic Holdings
180
Osaic Holdings
Arizona
$7K +$3.33K +360 +77%
Mitsubishi UFJ Asset Management
181
Mitsubishi UFJ Asset Management
Japan
$5.18K
GI
182
GAMMA Investing
California
$4.08K +$333 +36 +8%
US Bancorp
183
US Bancorp
Minnesota
$2.71K -$536K -58,030 -99%
AIM
184
Anchor Investment Management
South Carolina
$2.54K
RIL
185
Rothschild Investment LLC
Illinois
$2.37K +$277 +30 +12%
SAM
186
Smartleaf Asset Management
Massachusetts
$2.23K -$693 -75 -22%
EWA
187
EverSource Wealth Advisors
Alabama
$2.09K +$1.26K +136 +124%
PS
188
Principal Securities
Iowa
$1.94K
HNB
189
Huntington National Bank
Ohio
$1.94K -$471 -51 -18%
PWMG
190
Private Wealth Management Group
New Jersey
$1.59K
SCM
191
Sterling Capital Management
North Carolina
$1.5K
FFA
192
Farther Finance Advisors
California
$971 -$453 -49 -30%
AAP
193
Arax Advisory Partners
Colorado
$772 -$2.14K -232 -72%
SS
194
SBI Securities
Japan
$712 -$1.93K -209 -71%
LFG
195
Larson Financial Group
Missouri
$483 +$379 +41 +256%
AF
196
Allworth Financial
California
$473 +$28 +3 +5%
PA
197
Parallel Advisors
California
$416 -$601 -65 -57%
TWD
198
True Wealth Design
Ohio
$399 -$2.73K -295 -86%
SC
199
Stephens Consulting
Michigan
$382 +$416 +45 New
IA
200
IFP Advisors
Florida
$220

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.