470 hedge funds and large institutions have $4B invested in UiPath in 2025 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 142 increasing their positions, 158 reducing their positions, and 83 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: 142 | Existing positions reduced: 158

10.6% less ownership

Funds ownership: 76.52%65.93% (-11%)

11% less capital invested

Capital invested by funds: $4.48B → $4B (-$481M)

Holders
470
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
PWM
426
Proathlete Wealth Management
Florida
$1.7K
TWC
427
TD Waterhouse Canada
Ontario, Canada
$1.69K
SL
428
Salomon & Ludwin
Virginia
$1.55K
ACM
429
Anfield Capital Management
California
$1.36K
TPCW
430
TD Private Client Wealth
New York
$1.36K
VFM
431
Vision Financial Markets
Connecticut
$1.34K
BTI
432
Blue Trust Inc
Georgia
$1.32K
BIA
433
Bell Investment Advisors
California
$1.28K
CFO
434
CVA Family Office
Colorado
$1.28K
JWA
435
JFS Wealth Advisors
Pennsylvania
$1.07K
AAG
436
Armstrong Advisory Group
Massachusetts
$1.06K
APW
437
Aventura Private Wealth
Florida
$1.06K
TFGT
438
TS Financial Group (TSFG)
Illinois
$1K
BGAI
439
Bruce G. Allen Investments
Colorado
$856
GSWM
440
Golden State Wealth Management
California
$830
HWA
441
HHM Wealth Advisors
Tennessee
$803
PWA
442
Principia Wealth Advisory
Texas
$763
ACA
443
American Capital Advisory
Idaho
$736
RWM
444
Rialto Wealth Management
New York
$723
MEG
445
Millstone Evans Group
Colorado
$669
AA
446
Ancora Advisors
Ohio
$669
CJ
447
Caitlin John
Michigan
$669
CH
448
Cromwell Holdings
Wyoming
$643
FP
449
Financial Perspectives
Minnesota
$642
WBC
450
West Branch Capital
Massachusetts
$630