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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
2.93%
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 %
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$213K +$47.2K +4,789 +28%
Kovitz Investment Group Partners
152
Kovitz Investment Group Partners
Illinois
$213K – – –
HSBC Holdings
153
HSBC Holdings
United Kingdom
$207K -$33.8K -3,451 -14%
Brown Advisory
154
Brown Advisory
Maryland
$207K +$207K +21,178 New
CWM
155
CIBC World Markets
New York
$206K -$171K -17,504 -45%
TSS
156
Two Sigma Securities
New York
$201K +$70.9K +7,238 +54%
BBHC
157
Brown Brothers Harriman & Co
New York
$200K – – –
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$195K +$127K +12,990 +187%
Victory Capital Management
159
Victory Capital Management
Texas
$190K +$548 +56 +0.3%
JFG
160
Jefferies Financial Group
New York
$187K +$187K +19,099 New
QCM
161
Quantinno Capital Management
New York
$185K +$22.6K +2,311 +14%
AIP
162
Ameritas Investment Partners
Nebraska
$178K – – –
State of Wisconsin Investment Board
163
State of Wisconsin Investment Board
Wisconsin
$173K -$285K -29,108 -62%
KeyBank National Association
164
KeyBank National Association
Ohio
$164K -$125K -12,779 -43%
PCM
165
Polymer Capital Management
New York
$163K +$163K +16,634 New
CAM
166
Cresset Asset Management
Illinois
$155K -$33.3K -3,401 -18%
Russell Investments Group
167
Russell Investments Group
United Kingdom
$150K -$1M -102,298 -87%
SG Americas Securities
168
SG Americas Securities
New York
$146K -$206K -21,030 -59%
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$135K +$135K +13,819 New
X
170
Xponance
Pennsylvania
$129K +$1.17K +119 +0.9%
DFCM
171
Dark Forest Capital Management
Puerto Rico
$121K -$1.37M -140,044 -92%
Principal Financial Group
172
Principal Financial Group
Iowa
$119K -$17.3K -1,767 -13%
Mackenzie Financial
173
Mackenzie Financial
Ontario, Canada
$110K – – –
EIA
174
Eastover Investment Advisors
North Carolina
$104K – – –
LIM
175
Longfellow Investment Management
Massachusetts
$74.5K +$74.5K +7,609 New
5 6
7
8 9