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539 hedge funds and large institutions have $5.27B invested in UiPath in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 179 increasing their positions, 135 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 79

41% more call options, than puts

Call options by funds: $394M | Put options by funds: $279M

33% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 135

32% more capital invested

Capital invested by funds: $4B → $5.27B (+$1.27B)

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

14% more funds holding

Funds holding: 473539 (+66)

3.98% more ownership

Funds ownership: 65.93%69.9% (+4%)

Holders
539
Holders Change
+66
Holders Change %
+13.95%
% of All Funds
6.56%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.13%
New
157
Increased
179
Reduced
135
Closed
79
Calls
$394M
Puts
$279M
Net Calls
+$116M
Net Calls Change
+$85.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
251
SBI Securities
Japan
$577K +$207K +13,309 +61%
WW
252
Waterfront Wealth
Kansas
$577K +$283K +18,174 +89%
Allianz Asset Management
253
Allianz Asset Management
Germany
$571K -$69.5K -4,466 -11%
Focus Partners Wealth
254
Focus Partners Wealth
Massachusetts
$561K +$191K +12,257 +51%
KWM
255
Kingsview Wealth Management
Oregon
$559K +$530K +34,086 New
LSV Asset Management
256
LSV Asset Management
Illinois
$547K
VCM
257
Voleon Capital Management
California
$541K -$4.45M -285,752 -90%
ABLA
258
Alan B. Lancz & Associates
Ohio
$536K +$4.67K +300 +0.9%
TWM
259
Tradition Wealth Management
Minnesota
$520K +$493K +31,699 New
SAM
260
Securian Asset Management
Minnesota
$504K +$479K +30,753 New
SP
261
SIH Partners
Delaware
$501K +$476K +30,573 New
SI
262
Sava Infond
Slovenia
$492K +$467K +30,000 New
VOYA Investment Management
263
VOYA Investment Management
Georgia
$487K -$57.6K -3,699 -11%
GAA
264
Green Alpha Advisors
Colorado
$484K +$15.1K +973 +3%
STA
265
Summit Trail Advisors
New York
$463K -$327K -21,029 -43%
FPAS
266
Focus Partners Advisor Solutions
Missouri
$454K -$107K -6,858 -20%
Jacobs Levy Equity Management
267
Jacobs Levy Equity Management
New Jersey
$439K -$53.5M -3,437,682 -99%
Ensign Peak Advisors
268
Ensign Peak Advisors
Utah
$431K -$974K -62,600 -70%
SGAM
269
Smith Group Asset Management
Texas
$428K -$907K -58,292 -69%
PF
270
Phoenix Financial
Israel
$426K +$405K +26,021 New
NF
271
Nikulski Financial
Iowa
$426K +$405K +25,992 New
PWM
272
Prosperity Wealth Management
California
$420K +$26.5K +1,700 +7%
LW
273
Lauer Wealth
Indiana
$416K +$15.6K +1,000 +4%
CFO
274
Callan Family Office
Pennsylvania
$415K +$99.4K +6,387 +34%
AF
275
Allworth Financial
California
$401K +$38.7K +2,484 +11%