AvidXchange
AVDX
AVDX was delisted on the 14th of October, 2025.
186 hedge funds and large institutions have $2.05B invested in AvidXchange in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 64 increasing their positions, 48 reducing their positions, and 25 closing their positions.
339% more call options, than puts
Call options by funds: $9.83M | Put options by funds: $2.24M
72% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 25
43% more capital invested
Capital invested by funds: $1.44B → $2.05B (+$610M)
33% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 48
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
9% more funds holding
Funds holding: 170 → 186 (+16)
6.36% more ownership
Funds ownership: 74.94% → 81.3% (+6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$100M |
| 2 |
JP Morgan Chase
New York
|
+$40.9M |
| 3 |
GF
Greenhouse Funds
Baltimore,
Maryland
|
+$26.4M |
| 4 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$12.4M |
| 5 |
BlackRock
New York
|
+$9.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SM
Senvest Management
New York
|
-$26.2M |
| 2 |
BCVI
Bain Capital Venture Investors
Boston,
Massachusetts
|
-$25M |
| 3 |
SCA
Southpoint Capital Advisors
New York
|
-$23.7M |
| 4 |
Millennium Management
New York
|
-$18.4M |
| 5 |
TM
Tikvah Management
Charlotte,
North Carolina
|
-$8.65M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MM
201
MQS Management
New York
| – | -$188K | -19,836 | Closed |
|
|
AC
202
AXQ Capital
Jersey City,
New Jersey
| – | -$171K | -18,004 | Closed |
|
|
WP
203
Woodline Partners
San Francisco,
California
| – | -$135K | -14,214 | Closed |
|
|
WMA
204
Wealth Management Associates
Cherry Hill,
New Jersey
| – | -$112K | -11,850 | Closed |
|
205
Teacher Retirement System of Texas
Austin,
Texas
| – | -$111K | -11,660 | Closed |
|
|
QL
206
Quarry LP
New York
| – | -$23K | -2,423 | Closed |
|
|
MA
207
MCF Advisors
Covington,
Kentucky
| – | -$2.43K | -256 | Closed |
|
|
AF
208
Allworth Financial
Folsom,
California
| – | -$124 | -13 | Closed |
|
|
C
209
Covestor
London,
United Kingdom
| – | -$40 | -4 | -21% |
|
|
BTI
210
Blue Trust Inc
Alpharetta,
Georgia
| – | +$100 | +10 | New |
|
211
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$130 | +13 | New |
|
AVDX Hedge Fund Activity: Q4 2023 in Review
186 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q4 2023, worth a combined $2.05B — up 43% from $1.44B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new AVDX positions and 25 closed out — a net gain of 18 holders — while 64 added to existing stakes and 48 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $100M. The largest seller was Senvest Management, cutting an estimated $26.2M.
- 186 institutional investors held AvidXchange (AVDX) as of Q4 2023, up from 170 in Q3 2023.
- Funds reported $2.05B of AvidXchange stock for Q4 2023, up 43% quarter-over-quarter.
- 43 funds opened new AvidXchange positions in Q4 2023 and 25 closed out, a net change of +18 holders.
- The largest AvidXchange buyer in Q4 2023 was Morgan Stanley, an estimated $100M added.
- The largest AvidXchange seller in Q4 2023 was Senvest Management, an estimated $26.2M sold.
Based on aggregated 13F filings for Q4 2023.