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454 hedge funds and large institutions have $4.48B invested in UiPath in 2025 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 154 increasing their positions, 143 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $3.25B → $4.48B (+$1.22B)

16% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 81

9.83% more ownership

Funds ownership: 66.64%76.48% (+9.8%)

2% more funds holding

Funds holding: 446454 (+8)

8% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 143

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less call options, than puts

Call options by funds: $109M | Put options by funds: $135M

Holders
454
Holders Change
+8
Holders Change %
+1.79%
% of All Funds
5.98%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
94
Increased
154
Reduced
143
Closed
81
Calls
$109M
Puts
$135M
Net Calls
-$26.2M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
401
AssetMark Inc
California
$4.75K +$4.45K +371 New
MA
402
MCF Advisors
Kentucky
$4.61K
BWL
403
Bogart Wealth LLC
Virginia
$4.48K +$1.8K +150 +75%
S
404
Sachetta
Massachusetts
$3.07K +$2.32K +193 +411%
AUB
405
Atlantic Union Bankshares
Virginia
$2.82K +$2.64K +220 New
CWM
406
Crowley Wealth Management
Delaware
$2.56K
BMC
407
Bear Mountain Capital
Washington
$2.52K +$24 +2 +1%
SHIM
408
Stone House Investment Management
Pennsylvania
$2.46K -$1.26K -105 -35%
DWM
409
Dogwood Wealth Management
Kansas
$2.31K
FMTCOCP
410
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
BLC
411
Brown, Lisle/Cummings
Rhode Island
$1.92K
RAM
412
Riggs Asset Management
Pennsylvania
$1.74K +$312 +26 +24%
AG
413
AmeriFlex Group
Nevada
$1.58K
ACM
414
Anfield Capital Management
California
$1.31K +$1.22K +102 New
VFM
415
Vision Financial Markets
Connecticut
$1.28K
WIM
416
Westside Investment Management
California
$1.28K
BTI
417
Blue Trust Inc
Georgia
$1.27K -$8.16K -680 -87%
BIA
418
Bell Investment Advisors
California
$1.23K -$1.96K -163 -63%
CFO
419
CVA Family Office
Colorado
$1.23K +$564 +47 +96%
MWA
420
Medallion Wealth Advisors
Connecticut
$1.18K +$72 +6 +7%
PWA
421
Physician Wealth Advisors
Utah
$1.1K +$1.03K +86 New
AAG
422
Armstrong Advisory Group
Massachusetts
$1.01K +$948 +79 New
TFGT
423
TS Financial Group (TSFG)
Illinois
$1K
HWM
424
Hemington Wealth Management
Virginia
$1K +$420 +35 +52%
MCM
425
MV Capital Management
Maryland
$820 +$288 +24 +60%

PATH Hedge Fund Activity: Q2 2025 in Review

454 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q2 2025, worth a combined $4.48B — up 38% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new PATH positions and 81 closed out — a net gain of 13 holders — while 154 added to existing stakes and 143 trimmed.

The largest buyer was UBS Group, adding an estimated $359M. The largest seller was Bank of America, cutting an estimated $196M.

  • 454 institutional investors held UiPath (PATH) as of Q2 2025, up from 446 in Q1 2025.
  • Funds reported $4.48B of UiPath stock for Q2 2025, up 38% quarter-over-quarter.
  • 94 funds opened new UiPath positions in Q2 2025 and 81 closed out, a net change of +13 holders.
  • The largest UiPath buyer in Q2 2025 was UBS Group, an estimated $359M added.
  • The largest UiPath seller in Q2 2025 was Bank of America, an estimated $196M sold.

Based on aggregated 13F filings for Q2 2025.