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UiPath

420 hedge funds and large institutions have $3.84B invested in UiPath in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 132 increasing their positions, 151 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $151M | Put options by funds: $112M

3.9% less ownership

Funds ownership: 68.04%64.14% (-3.9%)

9% less capital invested

Capital invested by funds: $4.23B → $3.84B (-$394M)

12% less funds holding

Funds holding: 478420 (-58)

13% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 151

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

42% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 126

Holders
420
Holders Change
-58
Holders Change %
-12.13%
% of All Funds
6.03%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
73
Increased
132
Reduced
151
Closed
126
Calls
$151M
Puts
$112M
Net Calls
+$39.4M
Net Calls Change
+$4.61M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
251
Cantor Fitzgerald
New York
$248K +$237K +19,393 New
BAMF
252
BI Asset Management Fondsmaeglerselskab
Denmark
$241K +$29.3K +2,392 +15%
MFG
253
Merit Financial Group
Georgia
$222K -$44.1K -3,603 -17%
MIH
254
Meitav Investment House
Israel
$216K
AA
255
Axiom Advisory
California
$208K +$3.26K +266 +2%
DIM
256
DC Investments Management
Virginia
$208K
ASN
257
Advisory Services Network
Georgia
$206K
IP
258
Intellectus Partners
California
$204K -$32.4K -2,650 -14%
SSA
259
Schonfeld Strategic Advisors
New York
$200K +$191K +15,618 New
AAS
260
Avantax Advisory Services
Texas
$199K -$2.65K -216 -1%
DF
261
Donoghue Forlines
Massachusetts
$198K +$190K +15,479 New
OTL
262
Oak Thistle LLC
New York
$196K +$187K +15,305 New
AF
263
Advisornet Financial
Minnesota
$194K -$11.1K -910 -6%
NA
264
NewEdge Advisors
Louisiana
$190K -$9K -735 -5%
LBWM
265
Left Brain Wealth Management
Illinois
$189K -$6.92K -565 -4%
AWM
266
Ariadne Wealth Management
California
$186K +$170K +13,889 New
PNC Financial Services Group
267
PNC Financial Services Group
Pennsylvania
$182K +$78K +6,369 +81%
MSAM
268
Moloney Securities Asset Management
Missouri
$180K -$364K -29,750 -68%
CIBC Asset Management
269
CIBC Asset Management
Ontario, Canada
$179K +$5.4K +441 +3%
FRM
270
Fox Run Management
Connecticut
$176K +$169K +13,785 New
Corient Private Wealth
271
Corient Private Wealth
Florida
$176K +$40.1K +3,274 +31%
OAC
272
OMERS Administration Corp
Ontario, Canada
$172K -$1.08M -88,100 -87%
DM
273
Deerfield Management
New York
$171K +$164K +13,391 New
CB
274
Commerce Bank
Missouri
$171K +$4.71K +385 +3%
Prudential Financial
275
Prudential Financial
New Jersey
$159K

PATH Hedge Fund Activity: Q3 2024 in Review

420 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q3 2024, worth a combined $3.84B — down 9.3% from $4.23B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of PATH and 73 opened new positions — a net loss of 53 holders — while 151 trimmed existing stakes and 132 added.

The largest buyer was JP Morgan Chase, adding an estimated $42.3M. The largest seller was Fidelity Investments, cutting an estimated $213M.

  • 420 institutional investors held UiPath (PATH) as of Q3 2024, down from 478 in Q2 2024.
  • Funds reported $3.84B of UiPath stock for Q3 2024, down 9.3% quarter-over-quarter.
  • 73 funds opened new UiPath positions in Q3 2024 and 126 closed out, a net change of -53 holders.
  • The largest UiPath buyer in Q3 2024 was JP Morgan Chase, an estimated $42.3M added.
  • The largest UiPath seller in Q3 2024 was Fidelity Investments, an estimated $213M sold.

Based on aggregated 13F filings for Q3 2024.