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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 %
MCM
376
MAI Capital Management
Ohio
$12.6K +$1.82K +142 +17%
LFG
377
Larson Financial Group
Missouri
$12.5K +$9.24K +722 +280%
FLFS
378
Family Legacy Financial Solutions
North Carolina
$12.2K +$12.2K +950 New
BFS
379
Burkett Financial Services
South Carolina
$11.3K – – –
AAS
380
Ameritas Advisory Services
Nebraska
$10.9K +$10.9K +853 New
MHR
381
Matthew Hamilton Rosenberg
$10.5K – – –
EWM
382
Evolution Wealth Management
Florida
$10.4K +$10.4K +809 New
CAL
383
Capital Advisors Ltd
Ohio
$10K +$8.19K +656 +452%
PLU
384
Performa Ltd (US)
South Carolina
$8.96K -$7.68K -600 -46%
PIM
385
Plato Investment Management
Australia
$8.84K +$8.84K +693 New
AIC
386
Archer Investment Corporation
Indiana
$6.93K – – –
NC
387
NewSquare Capital
Pennsylvania
$6.87K +$2.52K +197 +58%
HNB
388
Huntington National Bank
Ohio
$6.86K -$896 -70 -12%
FFO
389
Fortitude Family Office
Arizona
$6.53K +$5.45K +426 +507%
PWAM
390
Private Wealth Asset Management
Iowa
$6.5K -$678 -53 -9%
NFSG
391
Newbridge Financial Services Group
Florida
$6.4K – – –
WWM
392
Wolff Wiese Magana
California
$6.4K – – –
CTA
393
Colonial Trust Advisors
South Carolina
$6.4K +$3.84K +300 +150%
CA
394
CoreCap Advisors
Michigan
$5.99K +$3.19K +249 +114%
GWM
395
Geneos Wealth Management
Colorado
$5.77K -$6.41K -501 -53%
PFBT
396
Parkside Financial Bank & Trust
Missouri
$5.75K -$3.93K -307 -41%
HIA
397
Harbor Investment Advisory
Maryland
$5.63K – – –
CIBC Private Wealth Group
398
CIBC Private Wealth Group
Georgia
$4.88K +$525 +41 +12%
AssetMark Inc
399
AssetMark Inc
California
$4.75K +$4.75K +371 New
MA
400
MCF Advisors
Kentucky
$4.61K – – –
14 15
16
17 18