450 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, 152 increasing their positions, 142 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

7% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 142

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less call options, than puts

Call options by funds: $109M | Put options by funds: $135M

Holders
450
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$109M
Puts
$135M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
301
Kestra Advisory Services
Texas
$165K
OQS
302
Occudo Quantitative Strategies
Florida
$163K
QL
303
Quarry LP
New York
$161K
PAG
304
Poinciana Advisors Group
Florida
$161K
RTC
305
Real Talk Capital
Tennessee
$161K
LCM
306
Laurion Capital Management
New York
$160K
NAM
307
NorthCrest Asset Manangement
Minnesota
$157K
CIA
308
Concurrent Investment Advisors
Florida
$155K
AT
309
American Trust
Kentucky
$148K
GHA
310
GW Henssler & Associates
Georgia
$148K
OAC
311
OMERS Administration Corp
Ontario, Canada
$148K
CC
312
Corton Capital
Ontario, Canada
$146K
PPW
313
Parcion Private Wealth
Washington
$145K
JWS
314
Juncture Wealth Strategies
Arizona
$145K
WA
315
Waddell & Associates
Tennessee
$144K
PEAK6
316
PEAK6
Illinois
$142K
KBC Group
317
KBC Group
Belgium
$142K
PFS
318
Prospera Financial Services
Texas
$141K
AFGAS
319
Allegiance Financial Group Advisory Services
Virginia
$141K
NP
320
NorthRock Partners
Minnesota
$140K
AAS
321
Avantax Advisory Services
Texas
$140K
Balyasny Asset Management
322
Balyasny Asset Management
Illinois
$139K
CPA
323
Capital Performance Advisors
California
$138K
SCM
324
Stevens Capital Management
Pennsylvania
$137K
SAF
325
Smith Anglin Financial
Texas
$133K