AVDX

AvidXchange

Delisted

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

199 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, 72 increasing their positions, 55 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2.32% more ownership

Funds ownership: 77.16%79.48% (+2.3%)

9% less funds holding

Funds holding: 218199 (-19)

45% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 40

Holders
199
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.14M
Puts
$282K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
C
176
Covestor
United Kingdom
$2K
FFA
177
Farther Finance Advisors
California
$1.79K
PFBT
178
Parkside Financial Bank & Trust
Missouri
$1.72K
PA
179
Parallel Advisors
California
$1.4K
FIA
180
FNY Investment Advisers
New York
$1K
QL
181
Quarry LP
New York
$886
JWM
182
JPL Wealth Management
Colorado
$747
SS
183
Sunbelt Securities
Texas
$677
LFG
184
Larson Financial Group
Missouri
$647
PS
185
Principal Securities
Iowa
$567
TPBG
186
Turning Point Benefit Group
Maryland
$548
PWA
187
Physician Wealth Advisors
Utah
$528
AF
188
Allworth Financial
California
$438
IA
189
IFP Advisors
Florida
$368
RFP
190
Root Financial Partners
California
$338
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$229
SS
192
SBI Securities
Japan
$80
ASN
193
Advisory Services Network
Georgia
$70
SIC
194
SJS Investment Consulting
Ohio
$40
JWA
195
JFS Wealth Advisors
Pennsylvania
$20
RWM
196
Rialto Wealth Management
New York
$10
WANY
197
Wealthspire Advisors (New York)
New York
$10
BHWM
198
Bay Harbor Wealth Management
Maryland
$9
BCM
199
Beryl Capital Management
California
TCG
200
Tremblant Capital Group
Florida