466 hedge funds and large institutions have $4B invested in UiPath in 2025 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 141 increasing their positions, 156 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: 141 | Existing positions reduced: 156

10.61% less ownership

Funds ownership: 76.53%65.91% (-11%)

11% less capital invested

Capital invested by funds: $4.48B → $4B (-$482M)

Holders
466
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
QCG
376
Quadrant Capital Group
Ohio
$17.9K
TWD
377
True Wealth Design
Ohio
$17.6K
AG
378
AmeriFlex Group
Nevada
$15.9K
PS
379
Principal Securities
Iowa
$14.5K
WSFS
380
Wilmington Savings Fund Society
Delaware
$13.4K
FLFS
381
Family Legacy Financial Solutions
North Carolina
$12.7K
TWM
382
Tripletail Wealth Management
Florida
$12K
BFS
383
Burkett Financial Services
South Carolina
$11.8K
BSB
384
Bangor Savings Bank
Maine
$11.4K
VCM
385
Versant Capital Management
Arizona
$11.1K
CAL
386
Capital Advisors Ltd
Ohio
$11K
MHR
387
Matthew Hamilton Rosenberg
$11K
EWM
388
Evolution Wealth Management
Florida
$10.8K
QC
389
Quent Capital
New York
$10.7K
AAS
390
Ameritas Advisory Services
Nebraska
$9.69K
CTA
391
Colonial Trust Advisors
South Carolina
$9.37K
PIM
392
Plato Investment Management
Australia
$9.2K
RFP
393
Root Financial Partners
California
$8.05K
PTC
394
Private Trust Company
Ohio
$7.36K
PLU
395
Performa Ltd (US)
South Carolina
$7.36K
FFO
396
Fortitude Family Office
Arizona
$7.32K
AIC
397
Archer Investment Corporation
Indiana
$7.24K
HNB
398
Huntington National Bank
Ohio
$7.17K
PWAM
399
Private Wealth Asset Management
Iowa
$6.8K
W
400
WealthCollab
Washington
$6.72K