466 hedge funds and large institutions have $4B invested in UiPath in 2025 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 141 increasing their positions, 156 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: 141 | Existing positions reduced: 156

10.61% less ownership

Funds ownership: 76.53%65.91% (-11%)

11% less capital invested

Capital invested by funds: $4.48B → $4B (-$482M)

Holders
466
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
WWM
401
Wolff Wiese Magana
California
$6.69K
WANY
402
Wealthspire Advisors (New York)
New York
$6.49K
PFBT
403
Parkside Financial Bank & Trust
Missouri
$6.28K
EDRH
404
Edmond de Rothschild Holding
Switzerland
$5.89K
BC
405
Bayforest Capital
United Kingdom
$5.59K
AF
406
Advisornet Financial
Minnesota
$5.35K
AssetMark Inc
407
AssetMark Inc
California
$5.23K
HC
408
Hurley Capital
New York
$5.08K
DWA
409
Delos Wealth Advisors
Texas
$4.84K
MA
410
MCF Advisors
Kentucky
$4.82K
GWM
411
Geneos Wealth Management
Colorado
$4.72K
BWL
412
Bogart Wealth LLC
Virginia
$4.04K
BMC
413
Bear Mountain Capital
Washington
$3.49K
SS
414
Sunbelt Securities
Texas
$3.35K
S
415
Sachetta
Massachusetts
$3.21K
CT
416
Clearstead Trust
Maine
$3.02K
FMTCOCP
417
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
MAM
418
Marquette Asset Management
Minnesota
$2.84K
CWM
419
Crowley Wealth Management
Delaware
$2.68K
PFA
420
Pathway Financial Advisers
Indiana
$2.57K
DWM
421
Dogwood Wealth Management
Kansas
$2.34K
HFS
422
Hantz Financial Services
Michigan
$2K
HWM
423
Hemington Wealth Management
Virginia
$2K
PWM
424
Proathlete Wealth Management
Florida
$1.7K
TWC
425
TD Waterhouse Canada
Ontario, Canada
$1.69K