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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
SAM
176
Smartleaf Asset Management
Massachusetts
$2.77K +$861 +87 +46%
C
177
Covestor
United Kingdom
$2K -$327 -33 -15%
FFA
178
Farther Finance Advisors
California
$1.79K +$426 +43 +31%
PFBT
179
Parkside Financial Bank & Trust
Missouri
$1.72K
PA
180
Parallel Advisors
California
$1.4K -$623 -63 -31%
FIA
181
FNY Investment Advisers
New York
$1K -$198 -20 -10%
QL
182
Quarry LP
New York
$886 -$7.27K -735 -89%
JWM
183
JPL Wealth Management
Colorado
$747 +$742 +75 New
SS
184
Sunbelt Securities
Texas
$677 +$673 +68 New
LFG
185
Larson Financial Group
Missouri
$647
PS
186
Principal Securities
Iowa
$567 +$564 +57 New
TPBG
187
Turning Point Benefit Group
Maryland
$548 +$544 +55 New
PWA
188
Physician Wealth Advisors
Utah
$528
AF
189
Allworth Financial
California
$438
IA
190
IFP Advisors
Florida
$368 +$366 +37 New
RFP
191
Root Financial Partners
California
$338 +$336 +34 New
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$229 +$228 +23 New
SS
193
SBI Securities
Japan
$80
ASN
194
Advisory Services Network
Georgia
$70 +$69 +7 New
SIC
195
SJS Investment Consulting
Ohio
$40
JWA
196
JFS Wealth Advisors
Pennsylvania
$20
RWM
197
Rialto Wealth Management
New York
$10
WANY
198
Wealthspire Advisors (New York)
New York
$10 +$10 +1 New
BHWM
199
Bay Harbor Wealth Management
Maryland
$9
BCM
200
Beryl Capital Management
California
-$28.7M -2,933,734 Closed

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.