We are live on ! Find out more
PATH icon

UiPath

420 hedge funds and large institutions have $3.84B invested in UiPath in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 132 increasing their positions, 151 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $151M | Put options by funds: $112M

3.9% less ownership

Funds ownership: 68.04%64.14% (-3.9%)

9% less capital invested

Capital invested by funds: $4.23B → $3.84B (-$394M)

12% less funds holding

Funds holding: 478420 (-58)

13% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 151

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

42% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 126

Holders
420
Holders Change
-58
Holders Change %
-12.13%
% of All Funds
6.03%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
73
Increased
132
Reduced
151
Closed
126
Calls
$151M
Puts
$112M
Net Calls
+$39.4M
Net Calls Change
+$4.61M
Name Holding Trade Value Shares
Change
Change in
Stake
EBA
351
Eagle Bay Advisors
New York
$8.68K
HNB
352
Huntington National Bank
Ohio
$8.14K +$6.37K +520 +448%
BCV
353
Banque Cantonale Vaudoise
Switzerland
$8K -$321K -26,199 -98%
GM
354
GeoWealth Management
Illinois
$7.82K +$7.48K +611 New
IAIM
355
International Assets Investment Management
Florida
$7.12K +$1.02M +83,507 +1,104%
NS
356
NBC Securities
Alabama
$7K
PFBT
357
Parkside Financial Bank & Trust
Missouri
$6.98K +$808 +66 +14%
AIC
358
Archer Investment Corporation
Indiana
$6.4K
NFSG
359
Newbridge Financial Services Group
Florida
$6.4K
WWM
360
Wolff Wiese Magana
California
$6.4K
CWM
361
CarsonAllaria Wealth Management
Illinois
$6.25K -$857 -70 -13%
HIA
362
Harbor Investment Advisory
Maryland
$5.63K
BWL
363
Bogart Wealth LLC
Virginia
$5.12K
KSB
364
Kennebec Savings Bank
Maine
$5.09K +$4.87K +398 New
HGERS
365
Householder Group Estate & Retirement Specialist
Arizona
$5K -$11.1K -903 -68%
FAF
366
Fjarde Ap-fonden
Sweden
$5K +$4.9K +400 New
MA
367
MCF Advisors
Kentucky
$4.61K +$3.18K +260 +260%
AAP
368
Arax Advisory Partners
Colorado
$4.57K +$4.37K +357 New
IWP
369
IAG Wealth Partners
Wisconsin
$4.48K
GWM
370
Geneos Wealth Management
Colorado
$3.88K -$8.5K -694 -70%
BLC
371
Brown, Lisle/Cummings
Rhode Island
$3.84K
MCI
372
MRP Capital Investments
Georgia
$3.84K +$3.67K +300 New
BIA
373
Bell Investment Advisors
California
$3.06K -$2.68K -219 -48%
IA
374
IFP Advisors
Florida
$2.89K -$355 -29 -11%
CA
375
CoreCap Advisors
Michigan
$2.8K

PATH Hedge Fund Activity: Q3 2024 in Review

420 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q3 2024, worth a combined $3.84B — down 9.3% from $4.23B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of PATH and 73 opened new positions — a net loss of 53 holders — while 151 trimmed existing stakes and 132 added.

The largest buyer was JP Morgan Chase, adding an estimated $42.3M. The largest seller was Fidelity Investments, cutting an estimated $213M.

  • 420 institutional investors held UiPath (PATH) as of Q3 2024, down from 478 in Q2 2024.
  • Funds reported $3.84B of UiPath stock for Q3 2024, down 9.3% quarter-over-quarter.
  • 73 funds opened new UiPath positions in Q3 2024 and 126 closed out, a net change of -53 holders.
  • The largest UiPath buyer in Q3 2024 was JP Morgan Chase, an estimated $42.3M added.
  • The largest UiPath seller in Q3 2024 was Fidelity Investments, an estimated $213M sold.

Based on aggregated 13F filings for Q3 2024.