453 hedge funds and large institutions have $3.89B invested in UiPath in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 135 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+39
Holders Change %
+9.42%
% of All Funds
6.03%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
100
Increased
135
Reduced
155
Closed
52
Calls
$146M
Puts
$145M
Net Calls
+$753K
Net Calls Change
-$38.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
376
Archer Investment Corporation
Indiana
$6.88K +$521 +41 +8%
IA
377
IFP Advisors
Florida
$6.87K +$3.99K +314 +139%
WWM
378
Wolff Wiese Magana
California
$6.36K
NFSG
379
Newbridge Financial Services Group
Florida
$6.36K
ETC
380
Exchange Traded Concepts
Oklahoma
$6.23K +$6.23K +490 New
KSB
381
Kennebec Savings Bank
Maine
$5.11K
CT
382
Clearstead Trust
Maine
$5.1K +$5.1K +401 New
BWL
383
Bogart Wealth LLC
Virginia
$5.08K
HGERS
384
Householder Group Estate & Retirement Specialist
Arizona
$5K
MA
385
MCF Advisors
Kentucky
$4.58K
GWM
386
Geneos Wealth Management
Colorado
$3.34K -$508 -40 -13%
TAM
387
Tucker Asset Management
Colorado
$3.33K +$661 +52 +25%
HT
388
Headlands Technologies
Illinois
$3.24K +$3.24K +255 New
CA
389
CoreCap Advisors
Michigan
$2.78K
BMC
390
Bear Mountain Capital
Washington
$2.73K
VHAM
391
Van Hulzen Asset Management
California
$2.68K +$2.68K +211 New
CTA
392
Colonial Trust Advisors
South Carolina
$2.54K -$11.8K -925 -82%
CTC
393
Central Trust Company
Missouri
$2.54K -$9.66K -760 -79%
SIC
394
Salem Investment Counselors
North Carolina
$2.54K
CWM
395
Crowley Wealth Management
Delaware
$2.54K +$2.54K +200 New
PFA
396
Pathway Financial Advisers
Indiana
$2.44K +$2.44K +192 New
QCG
397
Quadrant Capital Group
Ohio
$2.39K -$38 -3 -2%
DWM
398
Dogwood Wealth Management
Kansas
$2.22K +$2.22K +175 New
FMTCOCP
399
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
BIA
400
Bell Investment Advisors
California
$2K -$1.04K -82 -34%