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478 hedge funds and large institutions have $4.23B invested in UiPath in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 194 increasing their positions, 147 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 147

28% more call options, than puts

Call options by funds: $158M | Put options by funds: $123M

2% more ownership

Funds ownership: 66.04%68.04% (+2%)

7% less funds holding

Funds holding: 515478 (-37)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

26% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 103

41% less capital invested

Capital invested by funds: $7.21B → $4.23B (-$2.98B)

Holders
478
Holders Change
-37
Holders Change %
-7.18%
% of All Funds
6.9%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
76
Increased
194
Reduced
147
Closed
103
Calls
$158M
Puts
$123M
Net Calls
+$34.8M
Net Calls Change
+$9.12M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
CarsonAllaria Wealth Management
Illinois
$7.08K
NS
402
NBC Securities
Alabama
$7K +$7.97K +461 +461%
CFD
403
Creative Financial Designs
Indiana
$6.34K -$25.9K -1,500 -75%
NFSG
404
Newbridge Financial Services Group
Florida
$6.34K -$7.49K -433 -46%
WWM
405
Wolff Wiese Magana
California
$6.34K -$6.52K -377 -43%
LB
406
Legacy Bridge
Iowa
$6.34K
AP
407
Aspect Partners
Virginia
$6.34K +$5.91K +342 +216%
AIC
408
Archer Investment Corporation
Indiana
$6.34K +$8.64K +500 New
PFBT
409
Parkside Financial Bank & Trust
Missouri
$6.08K -$1.25K -72 -13%
UIA
410
Ulland Investment Advisors
Minnesota
$6K -$7.78K -450 -47%
FIA
411
FNY Investment Advisers
New York
$6K +$8.64K +500 New
BIA
412
Bell Investment Advisors
California
$5.81K
HIA
413
Harbor Investment Advisory
Maryland
$5.58K -$30.2K -1,747 -80%
QL
414
Quarry LP
New York
$5.29K -$41.6K -2,404 -85%
ACA
415
Atlas Capital Advisors
Wyoming
$5.07K
BWL
416
Bogart Wealth LLC
Virginia
$5.07K
IWP
417
IAG Wealth Partners
Wisconsin
$4.44K
WWP
418
WR Wealth Planners
Missouri
$3.8K -$9.51K -550 -65%
BLC
419
Brown, Lisle/Cummings
Rhode Island
$3.8K +$2.59K +150 +100%
ZB
420
Zions Bancorporation
Utah
$3.71K +$4.48K +259 +762%
RAM
421
Riggs Asset Management
Pennsylvania
$3.48K
AT
422
Arlington Trust
Alabama
$3.33K
IA
423
IFP Advisors
Florida
$3.23K -$85.8K -4,962 -95%
OPTFSNA
424
Old Point Trust & Financial Services N A
Virginia
$3.17K
LFG
425
Larson Financial Group
Missouri
$3.15K +$4.05K +234 +1,671%

PATH Hedge Fund Activity: Q2 2024 in Review

478 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q2 2024, worth a combined $4.23B — down 41% from $7.21B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of PATH and 76 opened new positions — a net loss of 27 holders — while 147 trimmed existing stakes and 194 added.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $94.3M. The largest seller was Fidelity Investments, cutting an estimated $96.3M.

  • 478 institutional investors held UiPath (PATH) as of Q2 2024, down from 515 in Q1 2024.
  • Funds reported $4.23B of UiPath stock for Q2 2024, down 41% quarter-over-quarter.
  • 76 funds opened new UiPath positions in Q2 2024 and 103 closed out, a net change of -27 holders.
  • The largest UiPath buyer in Q2 2024 was Pacer Advisors, an estimated $94.3M added.
  • The largest UiPath seller in Q2 2024 was Fidelity Investments, an estimated $96.3M sold.

Based on aggregated 13F filings for Q2 2024.