470 hedge funds and large institutions have $4B invested in UiPath in 2025 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 142 increasing their positions, 158 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

10% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 158

10.6% less ownership

Funds ownership: 76.52%65.93% (-11%)

11% less capital invested

Capital invested by funds: $4.48B → $4B (-$481M)

Holders
470
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$173M
Puts
$143M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
401
Private Wealth Asset Management
Iowa
$6.8K
W
402
WealthCollab
Washington
$6.72K
WWM
403
Wolff Wiese Magana
California
$6.69K
WANY
404
Wealthspire Advisors (New York)
New York
$6.49K
PFBT
405
Parkside Financial Bank & Trust
Missouri
$6.28K
EDRH
406
Edmond de Rothschild Holding
Switzerland
$5.89K
BC
407
Bayforest Capital
United Kingdom
$5.59K
AF
408
Advisornet Financial
Minnesota
$5.35K
AssetMark Inc
409
AssetMark Inc
California
$5.23K
HC
410
Hurley Capital
New York
$5.08K
DWA
411
Delos Wealth Advisors
Texas
$4.84K
MA
412
MCF Advisors
Kentucky
$4.82K
GWM
413
Geneos Wealth Management
Colorado
$4.72K
BWL
414
Bogart Wealth LLC
Virginia
$4.04K
BMC
415
Bear Mountain Capital
Washington
$3.49K
SS
416
Sunbelt Securities
Texas
$3.35K
S
417
Sachetta
Massachusetts
$3.21K
CT
418
Clearstead Trust
Maine
$3.02K
FMTCOCP
419
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
MAM
420
Marquette Asset Management
Minnesota
$2.84K
CWM
421
Crowley Wealth Management
Delaware
$2.68K
PFA
422
Pathway Financial Advisers
Indiana
$2.57K
DWM
423
Dogwood Wealth Management
Kansas
$2.34K
HFS
424
Hantz Financial Services
Michigan
$2K
HWM
425
Hemington Wealth Management
Virginia
$2K