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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 %
CI
326
CX Institutional
Indiana
$36K +$36K +3,499 New
TWC
327
TD Waterhouse Canada
Ontario, Canada
$35.2K +$33.9K +3,230 +2,485%
PP
328
Pingora Partners
Wyoming
$33.7K – – –
FFA
329
Farther Finance Advisors
California
$33.6K -$116 -11 -0.3%
VSQM
330
V-Square Quantitative Management
Illinois
$31.2K – – –
VCM
331
Versant Capital Management
Arizona
$30.5K +$20.3K +1,970 +199%
WT
332
Whittier Trust
California
$29.8K – – –
AAP
333
Arax Advisory Partners
Colorado
$29.6K +$13.1K +1,272 +80%
NA
334
NewEdge Advisors
Louisiana
$26.5K -$136K -13,237 -84%
EWA
335
EverSource Wealth Advisors
Alabama
$25.8K -$4.82K -468 -16%
HFS
336
Hantz Financial Services
Michigan
$24K +$420 +40 +2%
MAM
337
Meeder Asset Management
Ohio
$23.4K +$23.4K +2,271 New
YDMI
338
Y.D. More Investments
Israel
$21.6K +$21.6K +2,100 New
BSB
339
Bangor Savings Bank
Maine
$21.2K – – –
JEST
340
JTC Employer Solutions Trustee
Jersey
$21K – – –
GI
341
GAMMA Investing
California
$20.8K +$4.42K +429 +27%
FFWM
342
Future Financial Wealth Management
Ohio
$20.6K – – –
FHA
343
First Horizon Advisors
Tennessee
$20.1K -$5.52K -536 -22%
SAM
344
Smartleaf Asset Management
Massachusetts
$19.6K -$6.6K -617 -25%
PS
345
Principal Securities
Iowa
$19.5K – – –
MCM
346
Manchester Capital Management
Vermont
$18.4K – – –
PTC
347
Private Trust Company
Ohio
$18K -$2.06K -200 -10%
QL
348
Quarry LP
New York
$18K -$4.83K -469 -21%
CI Investments Inc
349
CI Investments Inc
Ontario, Canada
$16K -$1.1K -110 -6%
HBW
350
Hazlett, Burt & Watson
West Virginia
$15K +$15K +1,500 New
12 13
14
15 16