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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 %
CIBC Private Wealth Group
376
CIBC Private Wealth Group
Georgia
$3.36K +$2.27K +230 +209%
SHIM
377
Stone House Investment Management
Pennsylvania
$3.06K +$3.06K +297 New
QC
378
Quent Capital
New York
$2.87K -$31.3K -3,036 -92%
BIA
379
Bell Investment Advisors
California
$2.67K +$1.05K +102 +65%
LFG
380
Larson Financial Group
Missouri
$2.65K +$1.83K +178 +223%
AWM
381
Activest Wealth Management
Florida
$2.58K +$2.58K +250 New
BCMLT
382
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.39K +$2.39K +232 New
SS
383
Sunbelt Securities
Texas
$2.37K -$31.1K -3,024 -93%
BMC
384
Bear Mountain Capital
Washington
$2.34K – – –
CA
385
CoreCap Advisors
Michigan
$2.26K – – –
CWC
386
Carolinas Wealth Consulting
North Carolina
$2.18K +$2.18K +212 New
BWL
387
Bogart Wealth LLC
Virginia
$2.06K -$2.06K -200 -50%
CWM
388
Crowley Wealth Management
Delaware
$2.06K – – –
CTA
389
Colonial Trust Advisors
South Carolina
$2.06K – – –
DRP
390
Decker Retirement Planning
Utah
$2.06K +$979 +95 +90%
LWMI
391
Legacy Wealth Management (Idaho)
Idaho
$2.06K +$2.06K +200 New
FAM
392
Flaharty Asset Management
Florida
$2.06K +$2.06K +200 New
CTC
393
Central Trust Company
Missouri
$2.02K -$41 -4 -2%
FMTCOCP
394
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
DWM
395
Dogwood Wealth Management
Kansas
$1.8K – – –
SC
396
SouthState Corp
Florida
$1.73K +$1.73K +168 New
BLC
397
Brown, Lisle/Cummings
Rhode Island
$1.55K – – –
CWM
398
CarsonAllaria Wealth Management
Illinois
$1.29K – – –
AG
399
AmeriFlex Group
Nevada
$1.28K – – –
AWM
400
Abound Wealth Management
Tennessee
$1.26K +$1.26K +122 New
14 15
16
17 18