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AvidXchange
AVDX

Overview Fund Activity

218 hedge funds and large institutions have $1.56B invested in AvidXchange in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+9
Holders Change %
+4.31%
% of All Funds
2.92%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
70
Increased
64
Reduced
59
Closed
61
Calls
$910K
Puts
–
Net Calls
+$910K
Net Calls Change
-$4.09M

Top Buyers

1
MF
1
Magnetar Financial
Illinois
$82.7M
2
Fidelity International
2
Fidelity International
Bermuda
$80.8M
3
GCL
3
Glazer Capital LLC
New York
$50.2M
4
NAM
4
Nexpoint Asset Management
Texas
$49.8M
5
AA
5
AQR Arbitrage
Connecticut
$44.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.72M
2
GF
2
Greenhouse Funds
Maryland
$0
3
NRCM
3
North Reef Capital Management
California
$0
4
SM
4
Senvest Management
New York
$0
5
BCVI
5
Bain Capital Venture Investors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
226
Sumitomo Mitsui Trust Group
Japan
– -$13.2M -1,554,952 Closed
NAMA
227
Nikko Asset Management Americas
New York
– -$13.2M -1,554,952 Closed
TM
228
Tikvah Management
North Carolina
– -$8.33M -982,818 Closed
AIM
229
ARK Investment Management
Florida
– -$8M -943,393 Closed
Assenagon Asset Management
230
Assenagon Asset Management
Luxembourg
– -$6.13M -722,907 Closed
SAM
231
Silvercrest Asset Management
New York
– -$5.36M -632,466 Closed
Connor, Clark & Lunn Investment Management (CC&L)
232
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$5.24M -618,454 Closed
PCA
233
Providence Capital Advisors
North Carolina
– -$4.36M -513,565 Closed
MCP
234
Meridiem Capital Partners
Texas
– -$4.31M -507,762 Closed
Envestnet Asset Management
235
Envestnet Asset Management
Illinois
– -$4.2M -494,944 Closed
EP
236
Edgestream Partners
New Jersey
– -$2.13M -251,389 Closed
HAFS
237
Hapanowicz & Associates Financial Services
Pennsylvania
– -$1.67M -196,912 Closed
Capital Research Global Investors
238
Capital Research Global Investors
California
– -$1.4M -164,986 Closed
CWC
239
Carolinas Wealth Consulting
North Carolina
– -$887K -104,586 Closed
CF
240
Corebridge Financial
Texas
– -$722K -85,145 Closed
GLA
241
Great Lakes Advisors
Illinois
– -$636K -74,944 Closed
N
242
Numerai
California
– -$540K -63,648 Closed
GCP
243
GSA Capital Partners
United Kingdom
– -$536K -63,234 Closed
GCM
244
Graham Capital Management
Connecticut
– -$506K -59,725 Closed
ECM
245
ExodusPoint Capital Management
New York
– -$506K -59,660 Closed
AWP
246
Accretive Wealth Partners
New Jersey
– -$418K -51,024 Closed
B
247
Bailard
California
– -$395K -46,596 Closed
Bank of Montreal
248
Bank of Montreal
Ontario, Canada
– -$395K -46,581 Closed
SOW
249
State of Wyoming
Wyoming
– -$386K -45,498 Closed
EC
250
EntryPoint Capital
New York
– -$274K -32,351 Closed
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10
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