450 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, 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
450
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
LFG
376
Larson Financial Group
Missouri
$12.5K
FLFS
377
Family Legacy Financial Solutions
North Carolina
$12.2K
BFS
378
Burkett Financial Services
South Carolina
$11.3K
AAS
379
Ameritas Advisory Services
Nebraska
$10.9K
MHR
380
Matthew Hamilton Rosenberg
$10.5K
EWM
381
Evolution Wealth Management
Florida
$10.4K
CAL
382
Capital Advisors Ltd
Ohio
$10K
PLU
383
Performa Ltd (US)
South Carolina
$8.96K
PIM
384
Plato Investment Management
Australia
$8.84K
AIC
385
Archer Investment Corporation
Indiana
$6.92K
NC
386
NewSquare Capital
Pennsylvania
$6.87K
HNB
387
Huntington National Bank
Ohio
$6.86K
FFO
388
Fortitude Family Office
Arizona
$6.53K
PWAM
389
Private Wealth Asset Management
Iowa
$6.5K
WWM
390
Wolff Wiese Magana
California
$6.4K
NFSG
391
Newbridge Financial Services Group
Florida
$6.4K
CTA
392
Colonial Trust Advisors
South Carolina
$6.4K
CA
393
CoreCap Advisors
Michigan
$5.99K
GWM
394
Geneos Wealth Management
Colorado
$5.77K
PFBT
395
Parkside Financial Bank & Trust
Missouri
$5.75K
HIA
396
Harbor Investment Advisory
Maryland
$5.63K
CIBC Private Wealth Group
397
CIBC Private Wealth Group
Georgia
$4.88K
AssetMark Inc
398
AssetMark Inc
California
$4.75K
MA
399
MCF Advisors
Kentucky
$4.61K
BWL
400
Bogart Wealth LLC
Virginia
$4.48K