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AVDX

AvidXchange

Delisted

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

193 hedge funds and large institutions have $2.15B invested in AvidXchange in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 73 increasing their positions, 57 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,658% more call options, than puts

Call options by funds: $28.9M | Put options by funds: $1.65M

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

28% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 57

4% more funds holding

Funds holding: 186193 (+7)

5% more capital invested

Capital invested by funds: $2.05B → $2.15B (+$98.9M)

1.43% less ownership

Funds ownership: 81.3%79.87% (-1.4%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
193
Holders Change
+7
Holders Change %
+3.76%
% of All Funds
2.78%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
34
Increased
73
Reduced
57
Closed
25
Calls
$28.9M
Puts
$1.65M
Net Calls
+$27.3M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EGM
201
Engineers Gate Manager
New York
-$1.63M -131,352 Closed
AI
202
Atom Investors
Texas
-$1.38M -111,232 Closed
VI
203
Versor Investments
New York
-$586K -47,300 Closed
WG
204
Welch Group
Alabama
-$497K -40,119 Closed
BCM
205
Bayesian Capital Management
New York
-$466K -37,649 Closed
SEC
206
Seven Eight Capital
New York
-$432K -34,893 Closed
Balyasny Asset Management
207
Balyasny Asset Management
Illinois
-$239K -19,275 Closed
BHCM
208
Brevan Howard Capital Management
Jersey
-$231K -18,631 Closed
AIM
209
Aigen Investment Management
New York
-$188K -15,175 Closed
HCMT
210
Highland Capital Management (Tennessee)
Tennessee
-$145K -11,665 Closed
Walleye Trading
211
Walleye Trading
New York
-$123K -9,965 Closed
National Bank of Canada
212
National Bank of Canada
Quebec, Canada
-$54.5K -4,511 Closed
CP
213
Castleview Partners
Texas
-$47K -3,793 Closed
BIA
214
Bell Investment Advisors
California
-$620 -50 Closed
IA
215
IFP Advisors
Florida
-$260 -21 Closed
C
216
Covestor
United Kingdom
-$12 -1 -7%

AVDX Hedge Fund Activity: Q1 2024 in Review

193 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q1 2024, worth a combined $2.15B — up 4.8% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AVDX positions and 25 closed out — a net gain of 9 holders — while 73 added to existing stakes and 57 trimmed.

The largest buyer was Greenhouse Funds, adding an estimated $22M. The largest seller was Morgan Stanley, cutting an estimated $100M.

  • 193 institutional investors held AvidXchange (AVDX) as of Q1 2024, up from 186 in Q4 2023.
  • Funds reported $2.15B of AvidXchange stock for Q1 2024, up 4.8% quarter-over-quarter.
  • 34 funds opened new AvidXchange positions in Q1 2024 and 25 closed out, a net change of +9 holders.
  • The largest AvidXchange buyer in Q1 2024 was Greenhouse Funds, an estimated $22M added.
  • The largest AvidXchange seller in Q1 2024 was Morgan Stanley, an estimated $100M sold.

Based on aggregated 13F filings for Q1 2024.