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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
EWA
326
Evolution Wealth Advisors
Florida
$248K +$236K +15,160 New
KAS
327
Kestra Advisory Services
Texas
$238K +$226K +14,497 New
IAIM
328
International Assets Investment Management
Florida
$237K +$225K +14,483 New
VC
329
VarCov Co
Connecticut
$233K +$222K +14,242 New
FFM
330
Forum Financial Management
Illinois
$233K
NDSIB
331
North Dakota State Investment Board
North Dakota
$233K +$221K +14,225 New
ZCP
332
Z3 Capital Partners
Virginia
$233K +$221K +14,225 New
PI
333
PFG Investments
New York
$229K +$54.5K +3,500 +33%
VCP
334
Verus Capital Partners
Arizona
$226K -$7.7K -495 -3%
ASN
335
Advisory Services Network
Georgia
$225K +$24.9K +1,597 +13%
VT
336
Vise Technologies
New York
$218K +$207K +13,292 New
AA
337
Ahara Advisors
New Jersey
$218K +$207K +13,280 New
AC
338
AXQ Capital
New Jersey
$215K -$9.77K -628 -5%
CIA
339
Concurrent Investment Advisors
Florida
$213K +$202K +12,969 New
CL
340
CSS LLC
Illinois
$211K -$124K -7,946 -38%
SBCM
341
Silverberg Bernstein Capital Management
New York
$210K +$7.78K +500 +4%
TCA
342
Transcend Capital Advisors
New Jersey
$210K +$199K +12,800 New
SPIA
343
Steward Partners Investment Advisory
New York
$209K +$116K +7,425 +139%
Kovitz Investment Group Partners
344
Kovitz Investment Group Partners
Illinois
$207K -$28.2K -1,809 -13%
AWM
345
Apollon Wealth Management
South Carolina
$206K +$196K +12,574 New
Credit Agricole
346
Credit Agricole
France
$202K +$192K +12,353 New
RWMG
347
Redwood Wealth Management Group
New Jersey
$201K +$191K +12,279 New
TMC
348
Themes Management Co
Connecticut
$199K +$189K +12,165 New
MAS
349
Meeder Advisory Services
Ohio
$199K +$13.4K +861 +8%
MPI
350
Mairs & Power Inc
Minnesota
$199K