451 hedge funds and large institutions have $4.48B invested in UiPath in 2025 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 152 increasing their positions, 142 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

7% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 142

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less call options, than puts

Call options by funds: $109M | Put options by funds: $135M

Holders
451
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$109M
Puts
$135M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
376
MAI Capital Management
Ohio
$12.6K
LFG
377
Larson Financial Group
Missouri
$12.5K
FLFS
378
Family Legacy Financial Solutions
North Carolina
$12.2K
BFS
379
Burkett Financial Services
South Carolina
$11.3K
AAS
380
Ameritas Advisory Services
Nebraska
$10.9K
MHR
381
Matthew Hamilton Rosenberg
$10.5K
EWM
382
Evolution Wealth Management
Florida
$10.4K
CAL
383
Capital Advisors Ltd
Ohio
$10K
PLU
384
Performa Ltd (US)
South Carolina
$8.96K
PIM
385
Plato Investment Management
Australia
$8.84K
AIC
386
Archer Investment Corporation
Indiana
$6.92K
NC
387
NewSquare Capital
Pennsylvania
$6.87K
HNB
388
Huntington National Bank
Ohio
$6.86K
FFO
389
Fortitude Family Office
Arizona
$6.53K
PWAM
390
Private Wealth Asset Management
Iowa
$6.5K
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
CA
394
CoreCap Advisors
Michigan
$5.99K
GWM
395
Geneos Wealth Management
Colorado
$5.77K
PFBT
396
Parkside Financial Bank & Trust
Missouri
$5.75K
HIA
397
Harbor Investment Advisory
Maryland
$5.63K
CIBC Private Wealth Group
398
CIBC Private Wealth Group
Georgia
$4.88K
AssetMark Inc
399
AssetMark Inc
California
$4.75K
MA
400
MCF Advisors
Kentucky
$4.61K