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UiPath
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Overview Fund Activity

451 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, 153 increasing their positions, 142 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+8
Holders Change %
+1.81%
% of All Funds
6.05%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
93
Increased
153
Reduced
142
Closed
80
Calls
$109M
Puts
$135M
Net Calls
-$26.2M
Net Calls Change
-$17.2M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$471M
2
Hudson Bay Capital Management
2
Hudson Bay Capital Management
Connecticut
$103M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$146M
4
TAM
4
TFG Asset Management
Cayman Islands
$176M
5
Nomura Holdings
5
Nomura Holdings
Japan
$59.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$133M
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$14.2M
3
AIM
3
ARK Investment Management
Florida
$0
4
NAMA
4
Nikko Asset Management Americas
New York
$14.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
401
Bogart Wealth LLC
Virginia
$4.48K +$1.92K +150 +75%
S
402
Sachetta
Massachusetts
$3.07K +$2.47K +193 +411%
AUB
403
Atlantic Union Bankshares
Virginia
$2.82K +$2.82K +220 New
CWM
404
Crowley Wealth Management
Delaware
$2.56K – – –
BMC
405
Bear Mountain Capital
Washington
$2.52K +$25 +2 +1%
SHIM
406
Stone House Investment Management
Pennsylvania
$2.46K -$1.34K -105 -35%
DWM
407
Dogwood Wealth Management
Kansas
$2.31K – – –
FMTCOCP
408
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
BLC
409
Brown, Lisle/Cummings
Rhode Island
$1.92K – – –
RAM
410
Riggs Asset Management
Pennsylvania
$1.74K +$333 +26 +24%
AG
411
AmeriFlex Group
Nevada
$1.58K – – –
ACM
412
Anfield Capital Management
California
$1.31K +$1.31K +102 New
WIM
413
Westside Investment Management
California
$1.28K – – –
VFM
414
Vision Financial Markets
Connecticut
$1.28K – – –
BTI
415
Blue Trust Inc
Georgia
$1.27K -$8.7K -680 -87%
BIA
416
Bell Investment Advisors
California
$1.23K -$2.09K -163 -63%
CFO
417
CVA Family Office
Colorado
$1.23K +$602 +47 +96%
PWA
418
Physician Wealth Advisors
Utah
$1.1K +$1.1K +86 New
AAG
419
Armstrong Advisory Group
Massachusetts
$1.01K +$1.01K +79 New
TFGT
420
TS Financial Group (TSFG)
Illinois
$1K – – –
HWM
421
Hemington Wealth Management
Virginia
$1K +$343 +35 +52%
MCM
422
MV Capital Management
Maryland
$820 +$308 +24 +60%
GSWM
423
Golden State Wealth Management
California
$794 – – –
HWA
424
HHM Wealth Advisors
Tennessee
$768 – – –
TPCW
425
TD Private Client Wealth
New York
$678 +$678 +53 New
15 16
17
18 19