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Overview Fund Activity

451 hedge funds and large institutions have $4.48B invested in UiPath in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 153 increasing their positions, 142 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+8
Holders Change %
+1.81%
% of All Funds
6.05%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
93
Increased
153
Reduced
142
Closed
80
Calls
$109M
Puts
$135M
Net Calls
-$26.2M
Net Calls Change
-$17.2M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$471M
2
Hudson Bay Capital Management
2
Hudson Bay Capital Management
Connecticut
$103M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$146M
4
TAM
4
TFG Asset Management
Cayman Islands
$176M
5
Nomura Holdings
5
Nomura Holdings
Japan
$59.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$133M
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$14.2M
3
AIM
3
ARK Investment Management
Florida
$0
4
NAMA
4
Nikko Asset Management Americas
New York
$14.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
426
Ancora Advisors
Ohio
$640 – – –
MEG
427
Millstone Evans Group
Colorado
$640 – – –
MLA
428
MB, Levis & Associates
Pennsylvania
$640 – – –
WBC
429
West Branch Capital
Massachusetts
$630 – – –
FP
430
Financial Perspectives
Minnesota
$614 – – –
CH
431
Cromwell Holdings
Wyoming
$614 +$614 +48 New
TFM
432
TFC Financial Management
Massachusetts
$487 -$13 -1 -3%
CMBA
433
C.M. Bidwell & Associates
Hawaii
$358 – – –
OWP
434
ORG Wealth Partners
Texas
$342 – – –
PWMG
435
Prestige Wealth Management Group
New Jersey
$320 -$640 -50 -67%
SC
436
SouthState Corp
Florida
$256 -$1.89K -148 -88%
MHIP
437
Mountain Hill Investment Partners
New Jersey
$256 – – –
TSMHT
438
Thurston Springer Miller Herd & Titak
Indiana
$230 – – –
RIL
439
Rothschild Investment LLC
Illinois
$218 – – –
WCM
440
WealthTrak Capital Management
Virginia
$192 -$128 -10 -40%
SIC
441
SJS Investment Consulting
Ohio
$180 +$180 +14 New
CFD
442
Creative Financial Designs
Indiana
$179 +$128 +10 +250%
IAS
443
IMA Advisory Services
Colorado
$166 +$166 +13 New
HIA
444
HFM Investment Advisors
New Jersey
$154 +$154 +12 New
RWM
445
Rialto Wealth Management
New York
$116 +$116 +9 New
AWM
446
Activest Wealth Management
Florida
$115 -$3.08K -241 -96%
ETC
447
Exchange Traded Concepts
Oklahoma
$115 +$115 +9 New
DPW
448
DiNuzzo Private Wealth
Pennsylvania
$103 – – –
JWA
449
JFS Wealth Advisors
Pennsylvania
$64 – – –
BHWM
450
Bay Harbor Wealth Management
Maryland
$25 +$25 +2 New
16 17
18
19 20