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 %
SPIA
326
Steward Partners Investment Advisory
New York
$73.8K +$36.9K +2,900 +100%
CIAM
327
Caitong International Asset Management
Hong Kong
$71.9K +$71.9K +5,656 New
RS
328
Rakuten Securities
Japan
$68.8K +$24.8K +1,950 +56%
CA
329
Clearstead Advisors
Ohio
$66.8K -$12.7K -1,000 -16%
TWD
330
True Wealth Design
Ohio
$65.6K +$10.2K +801 +18%
PIM
331
Plato Investment Management
Australia
$60.7K
HFM
332
Harvest Fund Management
China
$50K +$50K +3,917 New
QC
333
Quent Capital
New York
$42.1K -$1.47K -116 -3%
PP
334
Pingora Partners
Wyoming
$41.6K
SS
335
Sunbelt Securities
Texas
$41.5K -$210K -16,506 -84%
FFA
336
Farther Finance Advisors
California
$40.9K -$17.9K -1,405 -30%
VSQM
337
V-Square Quantitative Management
Illinois
$38.5K +$9.65K +759 +33%
EWA
338
EverSource Wealth Advisors
Alabama
$37.8K +$22.1K +1,742 +141%
BFS
339
Burkett Financial Services
South Carolina
$37.2K -$445 -35 -1%
WT
340
Whittier Trust
California
$36.7K -$13.3K -1,044 -27%
FHA
341
First Horizon Advisors
Tennessee
$31.6K +$10.2K +804 +48%
SAM
342
Smartleaf Asset Management
Massachusetts
$31.3K +$14.7K +1,152 +88%
HFS
343
Hantz Financial Services
Michigan
$29K
QL
344
Quarry LP
New York
$28.2K -$11.8K -930 -30%
BSB
345
Bangor Savings Bank
Maine
$26.1K -$51 -4 -0.2%
JEST
346
JTC Employer Solutions Trustee
Jersey
$26K
FFWM
347
Future Financial Wealth Management
Ohio
$25.4K
PTC
348
Private Trust Company
Ohio
$24.8K +$1.27K +100 +5%
LC
349
Lindbrook Capital
California
$23.5K -$648 -51 -3%
MCM
350
Manchester Capital Management
Vermont
$22.7K