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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
TAM
376
Tucker Asset Management
Colorado
$2.69K
CMBA
377
C.M. Bidwell & Associates
Hawaii
$2.59K -$43.2K -3,526 -95%
SIC
378
Salem Investment Counselors
North Carolina
$2.56K
SIS
379
Sound Income Strategies
Florida
$2.56K
FAM
380
Flaharty Asset Management
Florida
$2.56K +$2.45K +200 New
BMC
381
Bear Mountain Capital
Washington
$2.55K +$2.42K +198 New
SHIM
382
Stone House Investment Management
Pennsylvania
$2.52K +$2.41K +197 New
QCG
383
Quadrant Capital Group
Ohio
$2.44K -$8.24K -673 -78%
DIP
384
DT Investment Partners
Pennsylvania
$2.07K +$1.98K +162 New
FMTCOCP
385
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
CIA
386
Cape Investment Advisory
Georgia
$1.79K
PWMG
387
Prestige Wealth Management Group
New Jersey
$1.6K +$1.22K +100 +400%
MPWT
388
MassMutual Private Wealth & Trust
Connecticut
$1.37K -$1.51K -123 -53%
WIM
389
Westside Investment Management
California
$1.28K
DF
390
Dunhill Financial
United Kingdom
$1.18K
TWC
391
TD Waterhouse Canada
Ontario, Canada
$1.11K -$612 -50 -36%
FFO
392
Fortitude Family Office
Arizona
$1.07K
TFGT
393
TS Financial Group (TSFG)
Illinois
$1K -$918 -75 -53%
CAL
394
Capital Advisors Ltd
Ohio
$1K +$343 +28 +49%
AW
395
Avion Wealth
Texas
$1K +$894 +73 +317%
NRG
396
Nemes Rush Group
Michigan
$816
CJ
397
Caitlin John
Michigan
$677
MLA
398
MB, Levis & Associates
Pennsylvania
$640
WBC
399
West Branch Capital
Massachusetts
$640
MCM
400
MV Capital Management
Maryland
$640 +$612 +50 New

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.