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539 hedge funds and large institutions have $5.27B invested in UiPath in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 179 increasing their positions, 135 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 79

41% more call options, than puts

Call options by funds: $394M | Put options by funds: $279M

33% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 135

32% more capital invested

Capital invested by funds: $4B → $5.27B (+$1.27B)

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

14% more funds holding

Funds holding: 473539 (+66)

3.98% more ownership

Funds ownership: 65.93%69.9% (+4%)

Holders
539
Holders Change
+66
Holders Change %
+13.95%
% of All Funds
6.56%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.13%
New
157
Increased
179
Reduced
135
Closed
79
Calls
$394M
Puts
$279M
Net Calls
+$116M
Net Calls Change
+$85.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
301
COWA LLC
Oklahoma
$303K -$15.6K -1,000 -5%
NA
302
NewEdge Advisors
Louisiana
$302K +$109K +6,983 +61%
RS
303
Rakuten Securities
Japan
$299K +$139K +8,948 +96%
OSAM
304
O'Shaughnessy Asset Management
Connecticut
$296K +$60.9K +3,913 +28%
CIBC Asset Management
305
CIBC Asset Management
Ontario, Canada
$294K +$44K +2,826 +19%
IPS
306
Investors Portfolio Services
Washington
$294K +$279K +17,922 New
BHB
307
Bank Hapoalim BM
Israel
$292K -$59.5K -3,825 -18%
SCM
308
Sirios Capital Management
Massachusetts
$286K -$2.33M -149,800 -90%
PCA
309
Pallas Capital Advisors
Massachusetts
$286K -$4.58K -294 -2%
HWM
310
HB Wealth Management
Georgia
$285K +$105K +6,776 +64%
AC
311
Avory & Company
Florida
$275K +$261K +16,761 New
FA
312
Fermata Advisors
California
$275K +$261K +16,750 New
GAM
313
Griffin Asset Management
New York
$273K +$259K +16,647 New
VFG
314
Victory Financial Group
Texas
$271K +$258K +16,546 New
SWP
315
Stratos Wealth Partners
Ohio
$270K +$257K +16,496 New
MP
316
Mangrove Partners
Connecticut
$265K +$252K +16,198 New
GWMR
317
GC Wealth Management RIA
Massachusetts
$264K -$623K -40,025 -71%
AAS
318
Ameritas Advisory Services
Nebraska
$264K +$239K +15,370 +2,123%
VA
319
VestGen Advisors
Illinois
$264K +$250K +16,079 New
SOW
320
State of Wyoming
Wyoming
$263K -$32.9K -2,112 -12%
TC
321
T3 Companies
New York
$262K +$249K +16,006 New
FFA
322
Farther Finance Advisors
California
$260K +$214K +13,775 +658%
CL
323
Choreo LLC
Illinois
$255K -$109K -6,993 -31%
PCP
324
Perbak Capital Partners
United Kingdom
$250K -$1.54M -98,649 -87%
PFA
325
Pinnacle Family Advisors
Missouri
$250K +$237K +15,250 New