462 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, 137 increasing their positions, 155 reducing their positions, and 82 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:

10.59% less ownership

Funds ownership: 76.49%65.91% (-11%)

11% less capital invested

Capital invested by funds: $4.48B → $4B (-$480M)

12% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 155

Holders
462
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
BC
401
Bayforest Capital
United Kingdom
$5.59K
AF
402
Advisornet Financial
Minnesota
$5.35K
AssetMark Inc
403
AssetMark Inc
California
$5.23K
HC
404
Hurley Capital
New York
$5.08K
DWA
405
Delos Wealth Advisors
Texas
$4.84K
MA
406
MCF Advisors
Kentucky
$4.82K
GWM
407
Geneos Wealth Management
Colorado
$4.72K
BWL
408
Bogart Wealth LLC
Virginia
$4.04K
BMC
409
Bear Mountain Capital
Washington
$3.49K
SS
410
Sunbelt Securities
Texas
$3.35K
S
411
Sachetta
Massachusetts
$3.21K
CT
412
Clearstead Trust
Maine
$3.02K
FMTCOCP
413
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
MAM
414
Marquette Asset Management
Minnesota
$2.84K
CWM
415
Crowley Wealth Management
Delaware
$2.68K
PFA
416
Pathway Financial Advisers
Indiana
$2.57K
DWM
417
Dogwood Wealth Management
Kansas
$2.34K
HFS
418
Hantz Financial Services
Michigan
$2K
HWM
419
Hemington Wealth Management
Virginia
$2K
PWM
420
Proathlete Wealth Management
Florida
$1.7K
TWC
421
TD Waterhouse Canada
Ontario, Canada
$1.69K
SL
422
Salomon & Ludwin
Virginia
$1.55K
ACM
423
Anfield Capital Management
California
$1.36K
TPCW
424
TD Private Client Wealth
New York
$1.36K
VFM
425
Vision Financial Markets
Connecticut
$1.34K