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420 hedge funds and large institutions have $3.84B invested in UiPath in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 132 increasing their positions, 151 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $151M | Put options by funds: $112M

3.9% less ownership

Funds ownership: 68.04%64.14% (-3.9%)

9% less capital invested

Capital invested by funds: $4.23B → $3.84B (-$394M)

12% less funds holding

Funds holding: 478420 (-58)

13% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 151

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

42% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 126

Holders
420
Holders Change
-58
Holders Change %
-12.13%
% of All Funds
6.03%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
73
Increased
132
Reduced
151
Closed
126
Calls
$151M
Puts
$112M
Net Calls
+$39.4M
Net Calls Change
+$4.61M
Name Holding Trade Value Shares
Change
Change in
Stake
FP
401
Financial Perspectives
Minnesota
$614
S
402
Sachetta
Massachusetts
$602 -$2K -163 -78%
BGAI
403
Bruce G. Allen Investments
Colorado
$538 -$73 -6 -13%
CFO
404
CVA Family Office
Colorado
$538
ATS
405
Ashton Thomas Securities
New York
$525 +$502 +41 New
RTC
406
Riverview Trust Company
Washington
$512 -$12.6K -1,029 -96%
PCMC
407
Planning Capital Management Corporation
Pennsylvania
$512 +$490 +40 New
TFM
408
TFC Financial Management
Massachusetts
$500 +$478 +39 New
LFG
409
Larson Financial Group
Missouri
$461 -$2.6K -212 -85%
JWA
410
JFS Wealth Advisors
Pennsylvania
$346 -$612 -50 -65%
OP
411
ORG Partners
Indiana
$345 -$1.22K -100 -79%
DPW
412
DiNuzzo Private Wealth
Pennsylvania
$295 -$49 -4 -15%
DJSG
413
D.J. St. Germain
Massachusetts
$256
RIL
414
Rothschild Investment LLC
Illinois
$218 +$208 +17 New
PPA
415
Painted Porch Advisors
California
$179
HCP
416
Hexagon Capital Partners
Arkansas
$141 +$135 +11 New
AA
417
Addison Advisors
Vermont
$103
SIC
418
SJS Investment Consulting
Ohio
$77 -$86 -7 -54%
CA
419
Claris Advisors
Missouri
$13 +$12 +1 New
Renaissance Technologies
420
Renaissance Technologies
New York
-$13.3M -1,047,357 Closed
JF
421
Jump Financial
Illinois
-$7.12M -561,143 Closed
WPW
422
Warther Private Wealth
Ohio
-$5.56M -438,200 Closed
APM
423
Avidity Partners Management
Texas
-$4.59M -362,000 Closed
OPFM
424
Optimus Prime Fund Management
Cayman Islands
-$3.17M -250,000 Closed
PIWA
425
Prevail Innovative Wealth Advisors
Kansas
-$3.05M -240,210 Closed

PATH Hedge Fund Activity: Q3 2024 in Review

420 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q3 2024, worth a combined $3.84B — down 9.3% from $4.23B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of PATH and 73 opened new positions — a net loss of 53 holders — while 151 trimmed existing stakes and 132 added.

The largest buyer was JP Morgan Chase, adding an estimated $42.3M. The largest seller was Fidelity Investments, cutting an estimated $213M.

  • 420 institutional investors held UiPath (PATH) as of Q3 2024, down from 478 in Q2 2024.
  • Funds reported $3.84B of UiPath stock for Q3 2024, down 9.3% quarter-over-quarter.
  • 73 funds opened new UiPath positions in Q3 2024 and 126 closed out, a net change of -53 holders.
  • The largest UiPath buyer in Q3 2024 was JP Morgan Chase, an estimated $42.3M added.
  • The largest UiPath seller in Q3 2024 was Fidelity Investments, an estimated $213M sold.

Based on aggregated 13F filings for Q3 2024.