453 hedge funds and large institutions have $3.89B invested in UiPath in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 135 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+39
Holders Change %
+9.42%
% of All Funds
6.03%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
100
Increased
135
Reduced
155
Closed
52
Calls
$146M
Puts
$145M
Net Calls
+$753K
Net Calls Change
-$38.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CB
301
Commerce Bank
Missouri
$148K -$22K -1,729 -13%
PWM
302
Perigon Wealth Management
California
$145K +$145K +10,833 New
PWM
303
Palumbo Wealth Management
New York
$144K +$144K +11,337 New
BC
304
Bayforest Capital
United Kingdom
$142K +$142K +11,162 New
NAM
305
NorthCrest Asset Manangement
Minnesota
$142K +$142K +11,147 New
CA
306
Claro Advisors
Massachusetts
$142K +$142K +11,136 New
JWS
307
Juncture Wealth Strategies
Arizona
$137K +$137K +10,740 New
Kovitz Investment Group Partners
308
Kovitz Investment Group Partners
Illinois
$136K +$369 +29 +0.3%
HI
309
Harbour Investments
Wisconsin
$136K -$2.05K -161 -1%
IWC
310
Integrated Wealth Concepts
Massachusetts
$132K +$132K +10,409 New
AAM
311
Advisors Asset Management
Colorado
$132K +$84.6K +6,655 +180%
SAF
312
Smith Anglin Financial
Texas
$131K -$16.8K -1,320 -11%
LBWM
313
Left Brain Wealth Management
Illinois
$130K -$57.6K -4,530 -31%
VA
314
Vident Advisory
Georgia
$129K -$6.83K -537 -5%
KOC
315
Koss-Olinger Consulting
Florida
$127K
C
316
Covestor
United Kingdom
$125K +$107K +8,369 +590%
SCM
317
Sterling Capital Management
North Carolina
$123K +$8.1K +637 +7%
S
318
SignatureFD
Georgia
$112K -$14.6K -1,150 -12%
ACM
319
Aster Capital Management
United Arab Emirates
$102K +$102K +8,031 New
Credit Agricole
320
Credit Agricole
France
$94.2K -$602K -47,360 -86%
CF
321
Corebridge Financial
Texas
$91.2K -$7.83K -616 -8%
AF
322
Allworth Financial
California
$89.7K +$1.35K +100 +2%
QPBE
323
Quintet Private Bank (Europe)
Luxembourg
$84.8K -$59K -4,641 -41%
Lazard Asset Management
324
Lazard Asset Management
New York
$82K -$44.2K -3,489 -35%
CSC
325
Caldwell Sutter Capital
California
$75K