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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
+$37.9M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$22.9M
3
GF
Greenhouse Funds
Maryland
+$18.5M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$13.6M
5
Jennison Associates
Jennison Associates
New York
+$8.44M

Top Sellers

1
ACL
Azora Capital LP
Florida
-$45.1M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$17.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$15.3M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$9.34M
5
NIP
Norwood Investment Partners
California
-$8.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
151
Two Sigma Securities
New York
$113K +$113K +13,315 New
Raymond James Financial
152
Raymond James Financial
Florida
$112K +$17.5K +2,063 +18%
Amundi
153
Amundi
France
$111K – – –
X
154
Xponance
Pennsylvania
$110K +$4.8K +566 +5%
Prudential Financial
155
Prudential Financial
New Jersey
$109K +$2.97K +350 +3%
BAM
156
Blueshift Asset Management
New Jersey
$102K +$102K +12,063 New
JG
157
Jain Global
New York
$96.7K +$96.7K +11,406 New
Mackenzie Financial
158
Mackenzie Financial
Ontario, Canada
$95.2K – – –
BFA
159
Bragg Financial Advisors
North Carolina
$92.4K – – –
GAM
160
Gotham Asset Management
New York
$91.4K +$91.4K +10,778 New
EIA
161
Eastover Investment Advisors
North Carolina
$90.2K +$90.2K +10,641 New
Walleye Trading
162
Walleye Trading
New York
$89.6K +$89.6K +10,566 New
CC
163
Corton Capital
Ontario, Canada
$87.4K +$87.4K +10,304 New
SIC
164
Salem Investment Counselors
North Carolina
$81K – – –
ACM
165
Aster Capital Management
United Arab Emirates
$80.7K +$80.7K +10,613 New
KBC Group
166
KBC Group
Belgium
$75K – – –
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$59K -$13.7K -1,620 -19%
S
168
SignatureFD
Georgia
$51.1K -$1.2K -142 -2%
AB
169
Amalgamated Bank
New York
$51K +$6.08K +717 +14%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$50.7K -$5.72K -674 -10%
Royal Bank of Canada
171
Royal Bank of Canada
Ontario, Canada
$44K -$28.1K -3,361 -39%
BAMF
172
BI Asset Management Fondsmaeglerselskab
Denmark
$37K +$37K +4,332 New
TRCT
173
Tower Research Capital (TRC)
New York
$35.9K +$17.3K +2,038 +93%
VCM
174
Versant Capital Management
Arizona
$32.8K +$29.1K +3,437 +801%
AAM
175
Advisors Asset Management
Colorado
$27.2K -$2.41K -284 -8%
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