451 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, 152 increasing their positions, 142 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

7% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 142

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
451
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$109M
Puts
$135M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
401
Bogart Wealth LLC
Virginia
$4.48K
S
402
Sachetta
Massachusetts
$3.07K
AUB
403
Atlantic Union Bankshares
Virginia
$2.82K
CWM
404
Crowley Wealth Management
Delaware
$2.56K
BMC
405
Bear Mountain Capital
Washington
$2.52K
SHIM
406
Stone House Investment Management
Pennsylvania
$2.46K
DWM
407
Dogwood Wealth Management
Kansas
$2.31K
FMTCOCP
408
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
BLC
409
Brown, Lisle/Cummings
Rhode Island
$1.92K
RAM
410
Riggs Asset Management
Pennsylvania
$1.74K
AG
411
AmeriFlex Group
Nevada
$1.58K
ACM
412
Anfield Capital Management
California
$1.31K
VFM
413
Vision Financial Markets
Connecticut
$1.28K
WIM
414
Westside Investment Management
California
$1.28K
BTI
415
Blue Trust Inc
Georgia
$1.27K
BIA
416
Bell Investment Advisors
California
$1.23K
CFO
417
CVA Family Office
Colorado
$1.23K
PWA
418
Physician Wealth Advisors
Utah
$1.1K
AAG
419
Armstrong Advisory Group
Massachusetts
$1.01K
TFGT
420
TS Financial Group (TSFG)
Illinois
$1K
HWM
421
Hemington Wealth Management
Virginia
$1K
MCM
422
MV Capital Management
Maryland
$820
GSWM
423
Golden State Wealth Management
California
$794
HWA
424
HHM Wealth Advisors
Tennessee
$768
TPCW
425
TD Private Client Wealth
New York
$678