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539 hedge funds and large institutions have $5.27B invested in UiPath in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 179 increasing their positions, 135 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 79

41% more call options, than puts

Call options by funds: $394M | Put options by funds: $279M

33% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 135

32% more capital invested

Capital invested by funds: $4B → $5.27B (+$1.27B)

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

14% more funds holding

Funds holding: 473539 (+66)

3.98% more ownership

Funds ownership: 65.93%69.9% (+4%)

Holders
539
Holders Change
+66
Holders Change %
+13.95%
% of All Funds
6.56%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.13%
New
157
Increased
179
Reduced
135
Closed
79
Calls
$394M
Puts
$279M
Net Calls
+$116M
Net Calls Change
+$85.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
401
Atlas Capital Advisors
Wyoming
$36.9K +$35K +2,250 New
JWCA
402
J.W. Cole Advisors
Florida
$35.6K +$564K +36,233 New
ORAM
403
One River Asset Management
Connecticut
$32.8K +$31.1K +2,000 New
TRCT
404
Tower Research Capital (TRC)
New York
$32.4K -$11.2K -718 -27%
MCM
405
MAI Capital Management
Ohio
$30.9K +$2.15K +138 +8%
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$29.9K +$467 +30 +2%
TWC
407
TD Waterhouse Canada
Ontario, Canada
$29.2K +$25.7K +1,652 +1,271%
RCM
408
Raleigh Capital Management
North Carolina
$25.8K +$24.5K +1,574 New
HWM
409
HighMark Wealth Management
Minnesota
$25.4K +$24.1K +1,550 New
HBW
410
Hazlett, Burt & Watson
West Virginia
$25K
NWMP
411
Noble Wealth Management PBC
Colorado
$24.6K +$23.3K +1,500 New
QCG
412
Quadrant Capital Group
Ohio
$21.9K
TWD
413
True Wealth Design
Ohio
$21.5K +$31 +2 +0.2%
VI
414
Vestcor Inc
New Brunswick, Canada
$19K +$17.7K +1,136 New
SFG
415
Strive Financial Group
Indiana
$18.1K +$17.2K +1,102 New
SAG
416
SageView Advisory Group
California
$18K +$17.1K +1,100 New
TRSOTSOK
417
Teachers Retirement System of the State of Kentucky
Kentucky
$18K +$17.1K +1,100 New
CIBC Private Wealth Group
418
CIBC Private Wealth Group
Georgia
$17.6K +$16.1K +1,033 +2,583%
PTC
419
Private Trust Company
Ohio
$17.5K +$8.09K +520 +95%
CFB
420
Cullen/Frost Bankers
Texas
$17.4K +$16.5K +1,061 New
LFG
421
Larson Financial Group
Missouri
$16.8K -$5.11K -328 -24%
WSFS
422
Wilmington Savings Fund Society
Delaware
$16.4K
AFG
423
Albion Financial Group
Utah
$16.4K +$15.6K +1,000 New
DT
424
DV Trading
Illinois
$16.4K +$15.6K +1,000 New
RFP
425
Root Financial Partners
California
$16.3K +$6.08K +391 +65%