451 hedge funds and large institutions have $4.48B invested in UiPath in 2025 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 152 increasing their positions, 142 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

7% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 142

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less call options, than puts

Call options by funds: $109M | Put options by funds: $135M

Holders
451
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$109M
Puts
$135M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
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
TFM
432
TFC Financial Management
Massachusetts
$487
CMBA
433
C.M. Bidwell & Associates
Hawaii
$358
OWP
434
ORG Wealth Partners
Texas
$342
PWMG
435
Prestige Wealth Management Group
New Jersey
$320
SC
436
SouthState Corp
Florida
$256
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
SIC
441
SJS Investment Consulting
Ohio
$180
CFD
442
Creative Financial Designs
Indiana
$179
IAS
443
IMA Advisory Services
Colorado
$166
HIA
444
HFM Investment Advisors
New Jersey
$154
RWM
445
Rialto Wealth Management
New York
$116
AWM
446
Activest Wealth Management
Florida
$115
ETC
447
Exchange Traded Concepts
Oklahoma
$115
DPW
448
DiNuzzo Private Wealth
Pennsylvania
$103
JWA
449
JFS Wealth Advisors
Pennsylvania
$64
BHWM
450
Bay Harbor Wealth Management
Maryland
$25