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AvidXchange
AVDX

Overview Fund Activity

209 hedge funds and large institutions have $1.35B invested in AvidXchange in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 69 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+7
Holders Change %
+3.47%
% of All Funds
2.84%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.1%
New
37
Increased
66
Reduced
69
Closed
29
Calls
$5.29M
Puts
$299K
Net Calls
+$5M
Net Calls Change
-$1.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$164M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$28.8M
3
GF
Greenhouse Funds
Maryland
$90.5M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$13.6M
5
Jennison Associates
Jennison Associates
New York
$26.9M

Top Sellers

1
ACL
Azora Capital LP
Florida
$0
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.94M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$19.5M
5
NIP
Norwood Investment Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EGM
126
Engineers Gate Manager
New York
$227K +$227K +26,795 New
Pictet Asset Management
127
Pictet Asset Management
Switzerland
$227K – – –
Squarepoint
128
Squarepoint
New York
$223K -$3.22M -379,814 -94%
LIP
129
Lighthouse Investment Partners
Florida
$216K -$160K -18,832 -43%
Teacher Retirement System of Texas
130
Teacher Retirement System of Texas
Texas
$215K +$215K +25,308 New
HSBC Holdings
131
HSBC Holdings
United Kingdom
$208K -$325K -38,417 -61%
Kovitz Investment Group Partners
132
Kovitz Investment Group Partners
Illinois
$184K +$184K +21,713 New
BBHC
133
Brown Brothers Harriman & Co
New York
$173K – – –
SO
134
STRS Ohio
Ohio
$172K – – –
OR
135
Olympiad Research
Connecticut
$169K -$109K -12,906 -39%
Victory Capital Management
136
Victory Capital Management
Texas
$164K -$7.65K -902 -4%
CAM
137
Cresset Asset Management
Illinois
$163K -$81.7K -9,635 -33%
IC
138
IEQ Capital
California
$154K +$154K +18,207 New
AIP
139
Ameritas Investment Partners
Nebraska
$154K – – –
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$153K -$3.22K -380 -2%
BA
141
Bridgewater Associates
Connecticut
$153K +$153K +18,032 New
FRM
142
Fox Run Management
Connecticut
$146K -$188K -22,135 -56%
Wealth Enhancement Advisory Services
143
Wealth Enhancement Advisory Services
Minnesota
$143K +$1.77K +209 +1%
FC
144
Farringdon Capital
United Kingdom
$142K +$40.4K +4,763 +40%
QCM
145
Quantinno Capital Management
New York
$141K +$141K +16,583 New
PCM
146
Prelude Capital Management
New York
$135K -$87.6K -10,325 -39%
Commonwealth Equity Services
147
Commonwealth Equity Services
Massachusetts
$133K +$133K +15,693 New
AAP
148
Ardsley Advisory Partners
Connecticut
$127K +$127K +15,000 New
SSA
149
Schonfeld Strategic Advisors
New York
$125K +$125K +14,767 New
Principal Financial Group
150
Principal Financial Group
Iowa
$118K -$9.49K -1,119 -7%
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6
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