450 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, 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
450
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
MEG
426
Millstone Evans Group
Colorado
$640
MLA
427
MB, Levis & Associates
Pennsylvania
$640
WBC
428
West Branch Capital
Massachusetts
$630
FP
429
Financial Perspectives
Minnesota
$614
CH
430
Cromwell Holdings
Wyoming
$614
TFM
431
TFC Financial Management
Massachusetts
$487
CMBA
432
C.M. Bidwell & Associates
Hawaii
$358
OWP
433
ORG Wealth Partners
Texas
$342
PWMG
434
Prestige Wealth Management Group
New Jersey
$320
SC
435
SouthState Corp
Florida
$256
MHIP
436
Mountain Hill Investment Partners
New Jersey
$256
TSMHT
437
Thurston Springer Miller Herd & Titak
Indiana
$230
RIL
438
Rothschild Investment LLC
Illinois
$218
WCM
439
WealthTrak Capital Management
Virginia
$192
SIC
440
SJS Investment Consulting
Ohio
$180
CFD
441
Creative Financial Designs
Indiana
$179
IAS
442
IMA Advisory Services
Colorado
$166
HIA
443
HFM Investment Advisors
New Jersey
$154
RWM
444
Rialto Wealth Management
New York
$116
AWM
445
Activest Wealth Management
Florida
$115
ETC
446
Exchange Traded Concepts
Oklahoma
$115
DPW
447
DiNuzzo Private Wealth
Pennsylvania
$103
JWA
448
JFS Wealth Advisors
Pennsylvania
$64
BHWM
449
Bay Harbor Wealth Management
Maryland
$25
TC
450
Truvestments Capital
Florida
$18