450 hedge funds and large institutions have $4.48B invested in UiPath in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 152 increasing their positions, 142 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

7% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 142

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less call options, than puts

Call options by funds: $109M | Put options by funds: $135M

Holders
450
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$109M
Puts
$135M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
251
Capstone Investment Advisors
New York
$277K
PFGIA
252
Patriot Financial Group Insurance Agency
Massachusetts
$275K
PMAM
253
Picton Mahoney Asset Management
Ontario, Canada
$275K
PWM
254
Prosperity Wealth Management
California
$271K
SPWM
255
Straight Path Wealth Management
Michigan
$269K
BFM
256
Boothbay Fund Management
New York
$268K
DO
257
denkapparat Operations
Germany
$267K
BAMF
258
BI Asset Management Fondsmaeglerselskab
Denmark
$267K
SPA
259
Sherbrooke Park Advisers
New York
$263K
IPW
260
Invictus Private Wealth
Colorado
$256K
MSRPS
261
Maryland State Retirement & Pension System
Maryland
$255K
OCBCO
262
Oversea-Chinese Banking Corp (OCBC)
Singapore
$255K
M&T Bank
263
M&T Bank
New York
$247K
FAM
264
Fred Alger Management
New York
$246K
AIM
265
Advyzon Investment Management
Illinois
$243K
Principal Financial Group
266
Principal Financial Group
Iowa
$233K
PAG
267
Private Advisor Group
New Jersey
$231K
OSAM
268
O'Shaughnessy Asset Management
Connecticut
$227K
BPA
269
Beacon Pointe Advisors
California
$224K
PNC Financial Services Group
270
PNC Financial Services Group
Pennsylvania
$224K
CL
271
COWA LLC
Oklahoma
$224K
LW
272
Lauer Wealth
Indiana
$223K
HT
273
Headlands Technologies
Illinois
$221K
CPIG
274
Chicago Partners Investment Group
Illinois
$217K
EWA
275
EverSource Wealth Advisors
Alabama
$216K