467 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, 157 reducing their positions, and 82 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: 157

10.61% less ownership

Funds ownership: 76.53%65.92% (-11%)

11% less capital invested

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

Holders
467
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
TWC
426
TD Waterhouse Canada
Ontario, Canada
$1.69K
SL
427
Salomon & Ludwin
Virginia
$1.55K
ACM
428
Anfield Capital Management
California
$1.36K
TPCW
429
TD Private Client Wealth
New York
$1.36K
VFM
430
Vision Financial Markets
Connecticut
$1.34K
BTI
431
Blue Trust Inc
Georgia
$1.32K
BIA
432
Bell Investment Advisors
California
$1.28K
CFO
433
CVA Family Office
Colorado
$1.28K
JWA
434
JFS Wealth Advisors
Pennsylvania
$1.07K
AAG
435
Armstrong Advisory Group
Massachusetts
$1.06K
APW
436
Aventura Private Wealth
Florida
$1.06K
TFGT
437
TS Financial Group (TSFG)
Illinois
$1K
BGAI
438
Bruce G. Allen Investments
Colorado
$856
GSWM
439
Golden State Wealth Management
California
$830
HWA
440
HHM Wealth Advisors
Tennessee
$803
ACA
441
American Capital Advisory
Idaho
$736
RWM
442
Rialto Wealth Management
New York
$723
AA
443
Ancora Advisors
Ohio
$669
MEG
444
Millstone Evans Group
Colorado
$669
CJ
445
Caitlin John
Michigan
$669
CH
446
Cromwell Holdings
Wyoming
$643
FP
447
Financial Perspectives
Minnesota
$642
WBC
448
West Branch Capital
Massachusetts
$630
BFS
449
Bare Financial Services
Pennsylvania
$589
CIBC Private Wealth Group
450
CIBC Private Wealth Group
Georgia
$535