453 hedge funds and large institutions have $3.89B invested in UiPath in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 135 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+39
Holders Change %
+9.42%
% of All Funds
6.03%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
100
Increased
135
Reduced
155
Closed
52
Calls
$146M
Puts
$145M
Net Calls
+$753K
Net Calls Change
-$38.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
401
MassMutual Private Wealth & Trust
Connecticut
$1.92K +$559 +44 +41%
BLC
402
Brown, Lisle/Cummings
Rhode Island
$1.91K -$1.91K -150 -50%
HCP
403
Hexagon Capital Partners
Arkansas
$1.84K +$1.7K +134 +1,218%
CIA
404
Cape Investment Advisory
Georgia
$1.78K
AG
405
AmeriFlex Group
Nevada
$1.76K +$1.76K +124 New
TWC
406
TD Waterhouse Canada
Ontario, Canada
$1.65K +$508 +40 +44%
CWM
407
CarsonAllaria Wealth Management
Illinois
$1.59K -$4.61K -363 -74%
CIBC Private Wealth Group
408
CIBC Private Wealth Group
Georgia
$1.48K -$14.2K -1,056 -91%
DRP
409
Decker Retirement Planning
Utah
$1.34K +$1.34K +105 New
SIS
410
Sound Income Strategies
Florida
$1.27K -$1.27K -100 -50%
WIM
411
Westside Investment Management
California
$1.27K
MA
412
Modus Advisors
Minnesota
$1.27K +$1.27K +100 New
RMP
413
Richards, Merrill & Peterson
Washington
$1.14K +$1.14K +90 New
FFO
414
Fortitude Family Office
Arizona
$1.07K
LFG
415
Larson Financial Group
Missouri
$1.02K +$559 +44 +122%
TFGT
416
TS Financial Group (TSFG)
Illinois
$1K
CAL
417
Capital Advisors Ltd
Ohio
$1K
Bessemer Group
418
Bessemer Group
New Jersey
$1K +$1K +94 New
PWMG
419
Prestige Wealth Management Group
New Jersey
$954 -$636 -50 -40%
GSWM
420
Golden State Wealth Management
California
$788 +$788 +62 New
HWA
421
HHM Wealth Advisors
Tennessee
$763 -$14.6K -1,150 -95%
NWWA
422
New Wave Wealth Advisors
Arkansas
$763 +$763 +60 New
WBC
423
West Branch Capital
Massachusetts
$636
CJ
424
Caitlin John
Michigan
$636
MLA
425
MB, Levis & Associates
Pennsylvania
$636