470 hedge funds and large institutions have $4B invested in UiPath in 2025 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 142 increasing their positions, 158 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

10% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 158

10.6% less ownership

Funds ownership: 76.52%65.93% (-11%)

11% less capital invested

Capital invested by funds: $4.48B → $4B (-$481M)

Holders
470
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$173M
Puts
$143M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
376
Larson Financial Group
Missouri
$18.1K
CA
377
CoreCap Advisors
Michigan
$17.9K
QCG
378
Quadrant Capital Group
Ohio
$17.9K
TWD
379
True Wealth Design
Ohio
$17.6K
AG
380
AmeriFlex Group
Nevada
$15.9K
PS
381
Principal Securities
Iowa
$14.5K
WSFS
382
Wilmington Savings Fund Society
Delaware
$13.4K
FLFS
383
Family Legacy Financial Solutions
North Carolina
$12.7K
TWM
384
Tripletail Wealth Management
Florida
$12K
BFS
385
Burkett Financial Services
South Carolina
$11.8K
BSB
386
Bangor Savings Bank
Maine
$11.4K
VCM
387
Versant Capital Management
Arizona
$11.1K
CAL
388
Capital Advisors Ltd
Ohio
$11K
MHR
389
Matthew Hamilton Rosenberg
$11K
EWM
390
Evolution Wealth Management
Florida
$10.8K
QC
391
Quent Capital
New York
$10.7K
AAS
392
Ameritas Advisory Services
Nebraska
$9.69K
CTA
393
Colonial Trust Advisors
South Carolina
$9.37K
PIM
394
Plato Investment Management
Australia
$9.2K
RFP
395
Root Financial Partners
California
$8.05K
PTC
396
Private Trust Company
Ohio
$7.36K
PLU
397
Performa Ltd (US)
South Carolina
$7.36K
FFO
398
Fortitude Family Office
Arizona
$7.32K
AIC
399
Archer Investment Corporation
Indiana
$7.24K
HNB
400
Huntington National Bank
Ohio
$7.17K