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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 %
PLU
351
Performa Ltd (US)
South Carolina
$13.4K +$6.7K +650 +100%
WSFS
352
Wilmington Savings Fund Society
Delaware
$12.7K – – –
GWM
353
Geneos Wealth Management
Colorado
$9.81K +$7.1K +689 +262%
BFS
354
Burkett Financial Services
South Carolina
$9.05K -$21.1K -2,045 -70%
SSB
355
Sandy Spring Bank
Maryland
$8.77K -$2.06K -200 -19%
MCM
356
MAI Capital Management
Ohio
$8.67K -$1.85K -180 -18%
MHR
357
Matthew Hamilton Rosenberg
$8.44K – – –
QCG
358
Quadrant Capital Group
Ohio
$8.41K +$6.47K +628 +334%
BTI
359
Blue Trust Inc
Georgia
$8.02K – – –
PFBT
360
Parkside Financial Bank & Trust
Missouri
$7.79K +$649 +63 +9%
CT
361
Clearstead Trust
Maine
$6.51K +$2.38K +231 +58%
HNB
362
Huntington National Bank
Ohio
$6.24K -$536 -52 -8%
AF
363
Advisornet Financial
Minnesota
$6.07K -$154K -14,961 -96%
BCV
364
Banque Cantonale Vaudoise
Switzerland
$6K +$6K +587 New
PWAM
365
Private Wealth Asset Management
Iowa
$5.78K +$5.78K +561 New
AIC
366
Archer Investment Corporation
Indiana
$5.57K – – –
IA
367
IFP Advisors
Florida
$5.57K – – –
MPWT
368
MassMutual Private Wealth & Trust
Connecticut
$5.24K +$3.69K +358 +237%
WWM
369
Wolff Wiese Magana
California
$5.15K – – –
NFSG
370
Newbridge Financial Services Group
Florida
$5.15K – – –
HIA
371
Harbor Investment Advisory
Maryland
$4.53K -$4.12K -400 -48%
BC
372
Bayforest Capital
United Kingdom
$4.48K -$110K -10,727 -96%
KSB
373
Kennebec Savings Bank
Maine
$4.1K – – –
MA
374
MCF Advisors
Kentucky
$3.71K – – –
NC
375
NewSquare Capital
Pennsylvania
$3.5K +$3.5K +340 New
13 14
15
16 17