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UiPath
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Overview Fund Activity

442 hedge funds and large institutions have $3.22B invested in UiPath in 2025 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 159 increasing their positions, 132 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
-11
Holders Change %
-2.43%
% of All Funds
6%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
79
Increased
159
Reduced
132
Closed
83
Calls
$123M
Puts
$132M
Net Calls
-$8.98M
Net Calls Change
-$9.73M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$270M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$48.7M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$30.1M
4
TAM
TFG Asset Management
Cayman Islands
+$20.6M
5
CS
Candriam SCA
Luxembourg
+$18.4M

Top Sellers

1
AIM
ARK Investment Management
Florida
-$116M
2
NAMA
Nikko Asset Management Americas
New York
-$50.2M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$46.9M
4
Artisan Partners
Artisan Partners
Wisconsin
-$46M
5
Millennium Management
Millennium Management
New York
-$24.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
301
Perigon Wealth Management
California
$112K +$62 +6 +0.1%
CM
302
Caption Management
Oklahoma
$111K -$198K -19,200 -64%
EF
303
Empowered Funds
Pennsylvania
$111K +$111K +10,800 New
SAF
304
Smith Anglin Financial
Texas
$111K +$4.4K +427 +4%
Janney Montgomery Scott
305
Janney Montgomery Scott
Pennsylvania
$109K -$129K -12,613 -54%
AAS
306
Avantax Advisory Services
Texas
$108K +$108K +10,507 New
Lazard Asset Management
307
Lazard Asset Management
New York
$106K +$40.2K +3,962 +61%
MAS
308
Meeder Advisory Services
Ohio
$105K +$105K +10,233 New
KOC
309
Koss-Olinger Consulting
Florida
$103K – – –
HI
310
Harbour Investments
Wisconsin
$101K -$8.58K -833 -8%
EAM
311
Erste Asset Management
Austria
$99K -$2.03M -189,788 -95%
S
312
SignatureFD
Georgia
$94.8K +$4.14K +402 +5%
MCI
313
MRP Capital Investments
Georgia
$82.4K +$82.4K +8,000 New
National Bank of Canada
314
National Bank of Canada
Quebec, Canada
$71.7K +$71.7K +6,966 New
CF
315
Corebridge Financial
Texas
$71.2K -$2.71K -263 -4%
QPBE
316
Quintet Private Bank (Europe)
Luxembourg
$68.7K – – –
AF
317
Allworth Financial
California
$64.2K -$11.3K -999 -15%
SPIA
318
Steward Partners Investment Advisory
New York
$60.3K +$453 +44 +0.8%
TWD
319
True Wealth Design
Ohio
$56.1K +$2.95K +286 +6%
LC
320
Lindbrook Capital
California
$54.9K +$35.8K +3,479 +188%
RS
321
Rakuten Securities
Japan
$53K -$2.77K -269 -5%
CCM
322
Coldstream Capital Management
Washington
$47.8K +$47.8K +4,644 New
SCM
323
Sterling Capital Management
North Carolina
$47.3K -$52.3K -5,078 -53%
BIG
324
Brooklyn Investment Group
New York
$46.4K +$35.2K +3,420 +314%
A
325
AlphaQuest
New York
$45.8K -$1.04M -101,277 -96%
11 12
13
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