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UiPath
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Overview Fund Activity

451 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, 153 increasing their positions, 142 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+8
Holders Change %
+1.81%
% of All Funds
6.05%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
93
Increased
153
Reduced
142
Closed
80
Calls
$109M
Puts
$135M
Net Calls
-$26.2M
Net Calls Change
-$17.2M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$471M
2
Hudson Bay Capital Management
2
Hudson Bay Capital Management
Connecticut
$103M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$146M
4
TAM
4
TFG Asset Management
Cayman Islands
$176M
5
Nomura Holdings
5
Nomura Holdings
Japan
$59.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$133M
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$14.2M
3
AIM
3
ARK Investment Management
Florida
$0
4
NAMA
4
Nikko Asset Management Americas
New York
$14.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
301
Kestra Advisory Services
Texas
$165K -$81K -6,332 -33%
OQS
302
Occudo Quantitative Strategies
Florida
$163K +$163K +12,730 New
QL
303
Quarry LP
New York
$161K +$139K +10,865 +622%
PAG
304
Poinciana Advisors Group
Florida
$161K +$161K +12,574 New
RTC
305
Real Talk Capital
Tennessee
$161K +$11.6K +910 +8%
LCM
306
Laurion Capital Management
New York
$160K +$160K +12,500 New
NAM
307
NorthCrest Asset Manangement
Minnesota
$157K -$121K -9,092 -43%
CIA
308
Concurrent Investment Advisors
Florida
$155K -$95.5K -7,464 -38%
AT
309
American Trust
Kentucky
$148K +$148K +11,590 New
GHA
310
GW Henssler & Associates
Georgia
$148K – – –
OAC
311
OMERS Administration Corp
Ontario, Canada
$148K – – –
CC
312
Corton Capital
Ontario, Canada
$146K +$146K +11,429 New
PPW
313
Parcion Private Wealth
Washington
$145K +$145K +11,343 New
JWS
314
Juncture Wealth Strategies
Arizona
$145K +$145K +11,334 New
WA
315
Waddell & Associates
Tennessee
$144K +$144K +11,264 New
PEAK6
316
PEAK6
Illinois
$142K +$142K +11,128 New
KBC Group
317
KBC Group
Belgium
$142K -$115K -8,931 -45%
PFS
318
Prospera Financial Services
Texas
$141K -$11.5K -900 -8%
AFGAS
319
Allegiance Financial Group Advisory Services
Virginia
$141K +$141K +11,006 New
NP
320
NorthRock Partners
Minnesota
$140K +$140K +10,941 New
AAS
321
Avantax Advisory Services
Texas
$140K +$5.17K +404 +4%
O3W
322
Omni 360 Wealth
New Jersey
$139K -$755 -59 -0.5%
Balyasny Asset Management
323
Balyasny Asset Management
Illinois
$139K -$396K -30,909 -74%
CPA
324
Capital Performance Advisors
California
$138K +$138K +10,811 New
SCM
325
Stevens Capital Management
Pennsylvania
$137K +$137K +10,710 New
11 12
13
14 15