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AVDX

AvidXchange

Delisted

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

219 hedge funds and large institutions have $1.56B invested in AvidXchange in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 64 increasing their positions, 58 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

16% more capital invested

Capital invested by funds: $1.35B → $1.56B (+$214M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 58

5% more funds holding

Funds holding: 209219 (+10)

0.5% less ownership

Funds ownership: 77.66%77.16% (-0.5%)

Holders
219
Holders Change
+10
Holders Change %
+4.78%
% of All Funds
2.88%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
72
Increased
64
Reduced
58
Closed
62
Calls
$910K
Puts
Net Calls
+$910K
Net Calls Change
-$4.08M
Name Holding Trade Value Shares
Change
Change in
Stake
C
201
Covestor
United Kingdom
$2K +$1.87K +207 +1,479%
PA
202
Parallel Advisors
California
$2K +$1.4K +155 +316%
SAM
203
Smartleaf Asset Management
Massachusetts
$1.87K -$685 -76 -28%
PFBT
204
Parkside Financial Bank & Trust
Missouri
$1.69K +$1.56K +173 New
VCP
205
Varenne Capital Partners
France
$1.67K +$1.54K +171 New
FFA
206
Farther Finance Advisors
California
$1.34K +$207 +23 +20%
IA
207
IFP Advisors
Florida
$1.22K -$234 -26 Closed
FIA
208
FNY Investment Advisers
New York
$1K +$1.8K +200 New
AAP
209
Arax Advisory Partners
Colorado
$891
LFG
210
Larson Financial Group
Missouri
$636 +$72 +8 +14%
PWA
211
Physician Wealth Advisors
Utah
$519 +$478 +53 New
AF
212
Allworth Financial
California
$431 -$144 -16 -27%
US Bancorp
213
US Bancorp
Minnesota
$294 -$2.61K -290 -91%
SS
214
SBI Securities
Japan
$78 -$685 -76 -90%
SIC
215
SJS Investment Consulting
Ohio
$40 -$9 -1 -20%
JWA
216
JFS Wealth Advisors
Pennsylvania
$20 -$45 -5 -71%
RWM
217
Rialto Wealth Management
New York
$10 +$9 +1 New
TPWA
218
Twin Peaks Wealth Advisors
California
$10 +$9 +1 New
BHWM
219
Bay Harbor Wealth Management
Maryland
$9 +$9 +1 New
GF
220
Greenhouse Funds
Maryland
-$90.5M -10,675,410 Closed
NRCM
221
North Reef Capital Management
California
-$73.6M -8,675,000 Closed
SM
222
Senvest Management
New York
-$34.3M -4,048,665 Closed
BCVI
223
Bain Capital Venture Investors
Massachusetts
-$29.4M -3,469,949 Closed
FGN
224
Foundry Group Next
Colorado
-$21.1M -2,486,791 Closed
Jacobs Levy Equity Management
225
Jacobs Levy Equity Management
New Jersey
-$19.5M -2,296,244 Closed

AVDX Hedge Fund Activity: Q2 2025 in Review

219 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q2 2025, worth a combined $1.56B — up 16% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new AVDX positions and 62 closed out — a net gain of 10 holders — while 64 added to existing stakes and 58 trimmed.

The largest buyer was Magnetar Financial, opening a new position worth an estimated $76.2M. The largest seller was Fidelity Investments, cutting an estimated $172M.

  • 219 institutional investors held AvidXchange (AVDX) as of Q2 2025, up from 209 in Q1 2025.
  • Funds reported $1.56B of AvidXchange stock for Q2 2025, up 16% quarter-over-quarter.
  • 72 funds opened new AvidXchange positions in Q2 2025 and 62 closed out, a net change of +10 holders.
  • The largest AvidXchange buyer in Q2 2025 was Magnetar Financial, an estimated $76.2M added.
  • The largest AvidXchange seller in Q2 2025 was Fidelity Investments, an estimated $172M sold.

Based on aggregated 13F filings for Q2 2025.