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UiPath
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Overview Fund Activity

451 hedge funds and large institutions have $4.48B invested in UiPath in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 153 increasing their positions, 142 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+8
Holders Change %
+1.81%
% of All Funds
6.05%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
93
Increased
153
Reduced
142
Closed
80
Calls
$109M
Puts
$135M
Net Calls
-$26.2M
Net Calls Change
-$17.2M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$471M
2
Hudson Bay Capital Management
2
Hudson Bay Capital Management
Connecticut
$103M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$146M
4
TAM
4
TFG Asset Management
Cayman Islands
$176M
5
Nomura Holdings
5
Nomura Holdings
Japan
$59.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$133M
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$14.2M
3
AIM
3
ARK Investment Management
Florida
$0
4
NAMA
4
Nikko Asset Management Americas
New York
$14.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
351
IFP Advisors
Florida
$42K +$35.1K +2,743 +508%
SS
352
Sunbelt Securities
Texas
$41.4K +$38.4K +3,024 +1,315%
GI
353
GAMMA Investing
California
$38.3K +$12.4K +969 +48%
WT
354
Whittier Trust
California
$37K – – –
CDIEC
355
Crédit Industriel et Commercial
France
$34.4K -$771K -60,225 -96%
TWD
356
True Wealth Design
Ohio
$32.7K -$37.1K -2,898 -53%
Comerica Bank
357
Comerica Bank
Texas
$32.5K -$325K -25,385 -91%
AF
358
Advisornet Financial
Minnesota
$31.7K +$24.2K +1,887 +320%
HFS
359
Hantz Financial Services
Michigan
$30K +$843 +66 +3%
AAP
360
Arax Advisory Partners
Colorado
$29.5K -$7.23K -565 -20%
CI Investments Inc
361
CI Investments Inc
Ontario, Canada
$28K +$7.51K +585 +37%
FFA
362
Farther Finance Advisors
California
$27.2K -$13.8K -1,078 -34%
BSB
363
Bangor Savings Bank
Maine
$26.3K – – –
JEST
364
JTC Employer Solutions Trustee
Jersey
$26K – – –
FFWM
365
Future Financial Wealth Management
Ohio
$25.6K – – –
GRP
366
Global Retirement Partners
California
$24.4K +$24.4K +1,909 New
TPWA
367
Twin Peaks Wealth Advisors
California
$23.3K +$23.3K +2,215 New
MPWT
368
MassMutual Private Wealth & Trust
Connecticut
$22.6K +$16.1K +1,259 +247%
CT
369
Clearstead Trust
Maine
$22.6K +$14.5K +1,133 +179%
PTC
370
Private Trust Company
Ohio
$22.4K – – –
TRCT
371
Tower Research Capital (TRC)
New York
$20.3K -$136K -10,655 -87%
HBW
372
Hazlett, Burt & Watson
West Virginia
$19K – – –
MCM
373
Manchester Capital Management
Vermont
$16.9K -$6K -469 -26%
WSFS
374
Wilmington Savings Fund Society
Delaware
$15.8K – – –
MYIA
375
Mount Yale Investment Advisors
Colorado
$13.5K +$13.5K +1,054 New
13 14
15
16 17