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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
AP
276
Adero Partners
California
$156K +$624 +51 +0.4%
QCM
277
Quantinno Capital Management
New York
$154K +$147K +12,011 New
AFG
278
Atomi Financial Group
New York
$152K -$32.3K -2,637 -18%
SAF
279
Smith Anglin Financial
Texas
$149K -$73.4K -5,993 -34%
GHA
280
GW Henssler & Associates
Georgia
$149K +$142K +11,614 New
QPBE
281
Quintet Private Bank (Europe)
Luxembourg
$145K +$6.08K +497 +5%
UCFA
282
United Capital Financial Advisors
Texas
$144K +$138K +11,267 New
KAS
283
Kestra Advisory Services
Texas
$144K -$89.6K -7,317 -39%
HI
284
Harbour Investments
Wisconsin
$139K +$14.2K +1,162 +12%
VA
285
Vident Advisory
Georgia
$137K -$713K -58,267 -84%
OWA
286
Octavia Wealth Advisors
Ohio
$132K +$126K +10,321 New
Franklin Resources
287
Franklin Resources
California
$129K -$41.6K -3,395 -25%
EPWM
288
Essex Private Wealth Management
Massachusetts
$128K +$122K +10,001 New
CPC
289
Congress Park Capital
New York
$128K
KOC
290
Koss-Olinger Consulting
Florida
$128K
S
291
SignatureFD
Georgia
$127K -$698 -57 -0.6%
Lazard Asset Management
292
Lazard Asset Management
New York
$127K -$295K -24,114 -71%
SCM
293
Sterling Capital Management
North Carolina
$116K +$111K +9,033 New
DZ Bank
294
DZ Bank
Germany
$106K +$102K +8,300 New
CF
295
Corebridge Financial
Texas
$99.7K +$8.84K +722 +10%
AF
296
Allworth Financial
California
$84.1K +$4.14K +338 +5%
CA
297
Clearstead Advisors
Ohio
$80.1K +$6.12K +500 +9%
CSC
298
Caldwell Sutter Capital
California
$75.5K
SAM
299
Storebrand Asset Management
Norway
$72K -$191K -15,603 -74%
Mitsubishi UFJ Asset Management
300
Mitsubishi UFJ Asset Management
Japan
$67.8K -$3.49M -285,152 -98%

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.