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AVDX

AvidXchange

Delisted

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

219 hedge funds and large institutions have $1.56B invested in AvidXchange in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 64 increasing their positions, 58 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

16% more capital invested

Capital invested by funds: $1.35B → $1.56B (+$214M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 58

5% more funds holding

Funds holding: 209219 (+10)

0.5% less ownership

Funds ownership: 77.66%77.16% (-0.5%)

Holders
219
Holders Change
+10
Holders Change %
+4.78%
% of All Funds
2.88%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
72
Increased
64
Reduced
58
Closed
62
Calls
$910K
Puts
Net Calls
+$910K
Net Calls Change
-$4.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$63.4K +$4.54K +504 +8%
AB
177
Amalgamated Bank
New York
$59K
SIC
178
Salem Investment Counselors
North Carolina
$58.7K -$32.1K -3,556 -37%
S
179
SignatureFD
Georgia
$58.7K -$198 -22 -0.4%
KBC Group
180
KBC Group
Belgium
$58K -$26.7K -2,959 -33%
PHK
181
Point72 Hong Kong
Hong Kong
$55.8K +$51.3K +5,695 New
VCM
182
Versant Capital Management
Arizona
$36.1K -$1.65K -183 -5%
Simplex Trading
183
Simplex Trading
Illinois
$29K -$807K -89,530 -97%
CAL
184
Capital Advisors Ltd
Ohio
$20K
BNP Paribas Asset Management
185
BNP Paribas Asset Management
France
$17K +$15.5K +1,715 New
AAM
186
Advisors Asset Management
Colorado
$10.4K -$19.3K -2,144 -67%
GI
187
GAMMA Investing
California
$8.47K +$3.46K +384 +80%
Optiver Holding
188
Optiver Holding
Netherlands
$8.12K -$2.18K -242 -23%
QL
189
Quarry LP
New York
$8.07K +$7.43K +824 New
Jones Financial Companies
190
Jones Financial Companies
Missouri
$7.04K +$6.48K +719 New
BIG
191
Brooklyn Investment Group
New York
$6.02K +$5.54K +615 New
Mitsubishi UFJ Asset Management
192
Mitsubishi UFJ Asset Management
Japan
$5.98K
EP
193
Essential Partners
California
$5.2K +$4.79K +531 New
EWA
194
EverSource Wealth Advisors
Alabama
$5.12K +$2.5K +277 +113%
Osaic Holdings
195
Osaic Holdings
Arizona
$4.62K -$3.19K -354 -43%
RIL
196
Rothschild Investment LLC
Illinois
$4.6K +$1.71K +190 +68%
SCM
197
Sterling Capital Management
North Carolina
$4.17K +$2.25K +249 +141%
CIAM
198
Caitong International Asset Management
Hong Kong
$3.48K +$3.13K +347 +3,856%
TWD
199
True Wealth Design
Ohio
$3.43K +$2.73K +303 +645%
AIM
200
Anchor Investment Management
South Carolina
$2.94K

AVDX Hedge Fund Activity: Q2 2025 in Review

219 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q2 2025, worth a combined $1.56B — up 16% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new AVDX positions and 62 closed out — a net gain of 10 holders — while 64 added to existing stakes and 58 trimmed.

The largest buyer was Magnetar Financial, opening a new position worth an estimated $76.2M. The largest seller was Fidelity Investments, cutting an estimated $172M.

  • 219 institutional investors held AvidXchange (AVDX) as of Q2 2025, up from 209 in Q1 2025.
  • Funds reported $1.56B of AvidXchange stock for Q2 2025, up 16% quarter-over-quarter.
  • 72 funds opened new AvidXchange positions in Q2 2025 and 62 closed out, a net change of +10 holders.
  • The largest AvidXchange buyer in Q2 2025 was Magnetar Financial, an estimated $76.2M added.
  • The largest AvidXchange seller in Q2 2025 was Fidelity Investments, an estimated $172M sold.

Based on aggregated 13F filings for Q2 2025.