466 hedge funds and large institutions have $4B invested in UiPath in 2025 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 141 increasing their positions, 156 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

10% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 156

10.61% less ownership

Funds ownership: 76.53%65.91% (-11%)

11% less capital invested

Capital invested by funds: $4.48B → $4B (-$482M)

Holders
466
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$173M
Puts
$143M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
301
Savant Capital
Illinois
$194K
Kovitz Investment Group Partners
302
Kovitz Investment Group Partners
Illinois
$193K
RTC
303
Real Talk Capital
Tennessee
$192K
AWA
304
Alta Wealth Advisors
Massachusetts
$191K
FFM
305
Forum Financial Management
Illinois
$190K
OSAM
306
O'Shaughnessy Asset Management
Connecticut
$189K
A
307
AlphaQuest
New York
$187K
AC
308
AXQ Capital
New Jersey
$184K
Jones Financial Companies
309
Jones Financial Companies
Missouri
$183K
MSAM
310
Moloney Securities Asset Management
Missouri
$179K
IIA
311
IPG Investment Advisors
California
$174K
BJL
312
Brighton Jones LLC
Washington
$173K
Truist Financial
313
Truist Financial
North Carolina
$166K
I
314
InceptionR
California
$165K
SBCM
315
Silverberg Bernstein Capital Management
New York
$165K
KFS
316
Keynote Financial Services
Connecticut
$163K
ASN
317
Advisory Services Network
Georgia
$162K
MPI
318
Mairs & Power Inc
Minnesota
$162K
RS
319
R Squared
Hong Kong
$162K
MFS
320
Mirabella Financial Services
United Kingdom
$157K
RCM
321
Requisite Capital Management
Texas
$157K
PCM
322
Princeton Capital Management
New Jersey
$156K
AT
323
American Trust
Kentucky
$155K
OAC
324
OMERS Administration Corp
Ontario, Canada
$154K
RIL
325
Rothschild Investment LLC
Illinois
$152K