453 hedge funds and large institutions have $3.89B invested in UiPath in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 135 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+39
Holders Change %
+9.42%
% of All Funds
6.03%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
100
Increased
135
Reduced
155
Closed
52
Calls
$146M
Puts
$145M
Net Calls
+$753K
Net Calls Change
-$38.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PAM
426
Parvin Asset Management
South Dakota
$636 +$636 +50 New
MEG
427
Millstone Evans Group
Colorado
$636 +$636 +50 New
WWA
428
Wingate Wealth Advisors
Massachusetts
$636 +$636 +50 New
FP
429
Financial Perspectives
Minnesota
$610
S
430
Sachetta
Massachusetts
$598
BGAI
431
Bruce G. Allen Investments
Colorado
$534
CFO
432
CVA Family Office
Colorado
$534
TFM
433
TFC Financial Management
Massachusetts
$496
BBHC
434
Brown Brothers Harriman & Co
New York
$470 +$470 +37 New
NRG
435
Nemes Rush Group
Michigan
$458
PWA
436
Principia Wealth Advisory
Texas
$458 +$458 +36 New
Fifth Third Bancorp
437
Fifth Third Bancorp
Ohio
$445 +$445 +35 New
CMBA
438
C.M. Bidwell & Associates
Hawaii
$356 -$2.21K -174 -86%
MCM
439
MV Capital Management
Maryland
$344 -$293 -23 -46%
OP
440
ORG Partners
Indiana
$343
AssetMark Inc
441
AssetMark Inc
California
$330 +$330 +26 New
MHIP
442
Mountain Hill Investment Partners
New Jersey
$254 +$254 +20 New
RIL
443
Rothschild Investment LLC
Illinois
$216
CAS
444
Coppell Advisory Solutions
Texas
$178 -$12.5K -986 -99%
WCM
445
WealthTrak Capital Management
Virginia
$128 +$128 +10 New
DPW
446
DiNuzzo Private Wealth
Pennsylvania
$102 -$191 -15 -65%
GFPC
447
Global Financial Private Client
Florida
$89 +$89 +7 New
JWA
448
JFS Wealth Advisors
Pennsylvania
$64 -$282 -22 -81%
CSWM
449
Cassady Schiller Wealth Management
Ohio
$64 +$64 +5 New
CWM
450
Cranbrook Wealth Management
Michigan
$39 +$39 +3 New