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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.

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 %
SAM
201
Smartleaf Asset Management
Massachusetts
$1.87K -$744 -76 -28%
PFBT
202
Parkside Financial Bank & Trust
Missouri
$1.69K +$1.69K +173 New
VCP
203
Varenne Capital Partners
France
$1.67K +$1.67K +171 New
Osaic Holdings
204
Osaic Holdings
Arizona
$1.55K -$6.89K -674 -82%
FFA
205
Farther Finance Advisors
California
$1.34K +$225 +23 +20%
IA
206
IFP Advisors
Florida
$1.22K -$220 -26 Closed
FIA
207
FNY Investment Advisers
New York
$1K +$1K +200 New
AAP
208
Arax Advisory Partners
Colorado
$891 – – –
LFG
209
Larson Financial Group
Missouri
$636 +$78 +8 +14%
PWA
210
Physician Wealth Advisors
Utah
$519 +$519 +53 New
AF
211
Allworth Financial
California
$431 -$157 -16 -27%
US Bancorp
212
US Bancorp
Minnesota
$294 -$2.84K -290 -91%
SS
213
SBI Securities
Japan
$78 -$741 -76 -90%
SIC
214
SJS Investment Consulting
Ohio
$40 -$10 -1 -20%
JWA
215
JFS Wealth Advisors
Pennsylvania
$20 -$50 -5 -71%
TPWA
216
Twin Peaks Wealth Advisors
California
$10 +$10 +1 New
RWM
217
Rialto Wealth Management
New York
$10 +$10 +1 New
BHWM
218
Bay Harbor Wealth Management
Maryland
$9 +$9 +1 New
GF
219
Greenhouse Funds
Maryland
– -$90.5M -10,675,410 Closed
NRCM
220
North Reef Capital Management
California
– -$73.6M -8,675,000 Closed
SM
221
Senvest Management
New York
– -$34.3M -4,048,665 Closed
BCVI
222
Bain Capital Venture Investors
Massachusetts
– -$29.4M -3,469,949 Closed
FGN
223
Foundry Group Next
Colorado
– -$21.1M -2,486,791 Closed
Jacobs Levy Equity Management
224
Jacobs Levy Equity Management
New Jersey
– -$19.5M -2,296,244 Closed
Thrivent Financial for Lutherans
225
Thrivent Financial for Lutherans
Minnesota
– -$13.6M -1,609,370 Closed
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