467 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, 157 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% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 157

10.61% less ownership

Funds ownership: 76.53%65.92% (-11%)

11% less capital invested

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

Holders
467
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
W
401
WealthCollab
Washington
$6.72K
WWM
402
Wolff Wiese Magana
California
$6.69K
WANY
403
Wealthspire Advisors (New York)
New York
$6.49K
PFBT
404
Parkside Financial Bank & Trust
Missouri
$6.28K
EDRH
405
Edmond de Rothschild Holding
Switzerland
$5.89K
BC
406
Bayforest Capital
United Kingdom
$5.59K
AF
407
Advisornet Financial
Minnesota
$5.35K
AssetMark Inc
408
AssetMark Inc
California
$5.23K
HC
409
Hurley Capital
New York
$5.08K
DWA
410
Delos Wealth Advisors
Texas
$4.84K
MA
411
MCF Advisors
Kentucky
$4.82K
GWM
412
Geneos Wealth Management
Colorado
$4.72K
BWL
413
Bogart Wealth LLC
Virginia
$4.04K
BMC
414
Bear Mountain Capital
Washington
$3.49K
SS
415
Sunbelt Securities
Texas
$3.35K
S
416
Sachetta
Massachusetts
$3.21K
CT
417
Clearstead Trust
Maine
$3.02K
FMTCOCP
418
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
MAM
419
Marquette Asset Management
Minnesota
$2.84K
CWM
420
Crowley Wealth Management
Delaware
$2.68K
PFA
421
Pathway Financial Advisers
Indiana
$2.57K
DWM
422
Dogwood Wealth Management
Kansas
$2.34K
HFS
423
Hantz Financial Services
Michigan
$2K
HWM
424
Hemington Wealth Management
Virginia
$2K
PWM
425
Proathlete Wealth Management
Florida
$1.7K