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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 %
QCG
201
Quadrant Capital Group
Ohio
$145 -$3.91K -458 -96%
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$119 -$3.07K -361 -96%
CIAM
203
Caitong International Asset Management
Hong Kong
$76 +$76 +9 New
JWA
204
JFS Wealth Advisors
Pennsylvania
$60 -$26 -3 -30%
SIC
205
SJS Investment Consulting
Ohio
$43 -$9 -1 -17%
GFPC
206
Global Financial Private Client
Florida
$34 +$17 +2 +100%
ACL
207
Azora Capital LP
Florida
– -$45.1M -4,358,498 Closed
Point72 Asset Management
208
Point72 Asset Management
Connecticut
– -$17.6M -1,700,334 Closed
NIP
209
Norwood Investment Partners
California
– -$8.08M -781,181 Closed
Allianz Asset Management
210
Allianz Asset Management
Germany
– -$3.42M -330,744 Closed
HCM
211
Horrell Capital Management
Arkansas
– -$2.84M -275,000 Closed
NICM
212
Neo Ivy Capital Management
New York
– -$2.39M -231,513 Closed
HVCM
213
Hel Ved Capital Management
Hong Kong
– -$1.21M -117,180 Closed
RA
214
Royce & Associates
New York
– -$1.03M -99,974 Closed
YIH
215
Y-Intercept (HK)
Hong Kong
– -$776K -75,010 Closed
CM
216
Crestline Management
Texas
– -$720K -69,642 Closed
XT
217
XTX Topco
Cayman Islands
– -$680K -65,732 Closed
BCM
218
Bayesian Capital Management
New York
– -$654K -63,287 Closed
Tudor Investment Corp
219
Tudor Investment Corp
Connecticut
– -$645K -62,349 Closed
SEI Investments
220
SEI Investments
Pennsylvania
– -$613K -59,276 Closed
CC
221
Centiva Capital
New York
– -$505K -48,830 Closed
VA
222
Vident Advisory
Georgia
– -$255K -24,669 Closed
PA
223
PharVision Advisers
Florida
– -$230K -22,200 Closed
SPA
224
Sherbrooke Park Advisers
New York
– -$229K -22,142 Closed
WG
225
Watchman Group
Texas
– -$206K -19,957 Closed
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