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AVDX

AvidXchange

Delisted

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

209 hedge funds and large institutions have $1.35B invested in AvidXchange in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,671% more call options, than puts

Call options by funds: $5.29M | Put options by funds: $299K

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

3% more funds holding

Funds holding: 202209 (+7)

1.58% more ownership

Funds ownership: 76.08%77.66% (+1.6%)

3% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 69

17% less capital invested

Capital invested by funds: $1.62B → $1.35B (-$272M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
209
Holders Change
+7
Holders Change %
+3.47%
% of All Funds
2.8%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
36
Increased
67
Reduced
69
Closed
29
Calls
$5.29M
Puts
$299K
Net Calls
+$5M
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
201
Quadrant Capital Group
Ohio
$145 -$4.23K -458 -96%
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$119 -$3.34K -361 -96%
CIAM
203
Caitong International Asset Management
Hong Kong
$76 +$83 +9 New
JWA
204
JFS Wealth Advisors
Pennsylvania
$60 -$28 -3 -30%
SIC
205
SJS Investment Consulting
Ohio
$43 -$9 -1 -17%
GFPC
206
Global Financial Private Client
Florida
$34 +$18 +2 +100%
ACL
207
Azora Capital LP
Florida
-$45.1M -4,358,498 Closed
Point72 Asset Management
208
Point72 Asset Management
Connecticut
-$17.6M -1,700,334 Closed
NIP
209
Norwood Investment Partners
California
-$8.08M -781,181 Closed
Allianz Asset Management
210
Allianz Asset Management
Germany
-$3.42M -330,744 Closed
HCM
211
Horrell Capital Management
Arkansas
-$2.84M -275,000 Closed
NICM
212
Neo Ivy Capital Management
New York
-$2.39M -231,513 Closed
HVCM
213
Hel Ved Capital Management
Hong Kong
-$1.21M -117,180 Closed
RA
214
Royce & Associates
New York
-$1.03M -99,974 Closed
YIH
215
Y-Intercept (HK)
Hong Kong
-$776K -75,010 Closed
CM
216
Crestline Management
Texas
-$720K -69,642 Closed
XT
217
XTX Topco
Cayman Islands
-$680K -65,732 Closed
BCM
218
Bayesian Capital Management
New York
-$654K -63,287 Closed
Tudor Investment Corp
219
Tudor Investment Corp
Connecticut
-$645K -62,349 Closed
SEI Investments
220
SEI Investments
Pennsylvania
-$613K -59,276 Closed
CC
221
Centiva Capital
New York
-$505K -48,830 Closed
VA
222
Vident Advisory
Georgia
-$255K -24,669 Closed
PA
223
PharVision Advisers
Florida
-$230K -22,200 Closed
SPA
224
Sherbrooke Park Advisers
New York
-$229K -22,142 Closed
WG
225
Watchman Group
Texas
-$206K -19,957 Closed

AVDX Hedge Fund Activity: Q1 2025 in Review

209 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q1 2025, worth a combined $1.35B — down 17% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AVDX positions and 29 closed out — a net gain of 7 holders — while 67 added to existing stakes and 69 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $41.3M. The largest seller was Azora Capital LP, exiting entirely with an estimated $45.1M sold.

  • 209 institutional investors held AvidXchange (AVDX) as of Q1 2025, up from 202 in Q4 2024.
  • Funds reported $1.35B of AvidXchange stock for Q1 2025, down 17% quarter-over-quarter.
  • 36 funds opened new AvidXchange positions in Q1 2025 and 29 closed out, a net change of +7 holders.
  • The largest AvidXchange buyer in Q1 2025 was Fidelity Investments, an estimated $41.3M added.
  • The largest AvidXchange seller in Q1 2025 was Azora Capital LP, an estimated $45.1M sold.

Based on aggregated 13F filings for Q1 2025.