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539 hedge funds and large institutions have $5.27B invested in UiPath in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 179 increasing their positions, 135 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 79

41% more call options, than puts

Call options by funds: $394M | Put options by funds: $279M

33% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 135

32% more capital invested

Capital invested by funds: $4B → $5.27B (+$1.27B)

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

14% more funds holding

Funds holding: 473539 (+66)

3.98% more ownership

Funds ownership: 65.93%69.9% (+4%)

Holders
539
Holders Change
+66
Holders Change %
+13.95%
% of All Funds
6.56%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.13%
New
157
Increased
179
Reduced
135
Closed
79
Calls
$394M
Puts
$279M
Net Calls
+$116M
Net Calls Change
+$85.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SEP
426
Signature Equity Partners
Ohio
$15.1K +$14.4K +923 New
VCM
427
Versant Capital Management
Arizona
$14.9K +$1.26K +81 +10%
BFS
428
Burkett Financial Services
South Carolina
$14.4K
MHR
429
Matthew Hamilton Rosenberg
$13.4K
EWM
430
Evolution Wealth Management
Florida
$13.3K
TWM
431
Tripletail Wealth Management
Florida
$13.2K
MSFP
432
Mark Sheptoff Financial Planning
Connecticut
$13.1K +$12.5K +800 New
TSMHT
433
Thurston Springer Miller Herd & Titak
Indiana
$13.1K +$12.5K +800 New
CAL
434
Capital Advisors Ltd
Ohio
$13K
DE
435
DV Equities
Illinois
$12.9K +$12.3K +790 New
TFA
436
Transamerica Financial Advisors
Florida
$12.8K +$12.1K +779 New
WPA
437
Wealth Preservation Advisors
Tennessee
$11.8K +$11.2K +719 New
BSB
438
Bangor Savings Bank
Maine
$11.6K -$2.33K -150 -18%
BTI
439
Blue Trust Inc
Georgia
$11.1K +$9.04K +581 +587%
HC
440
Hurley Capital
New York
$10.7K +$4.2K +270 +71%
AIC
441
Archer Investment Corporation
Indiana
$9.93K +$1.01K +65 +12%
HNB
442
Huntington National Bank
Ohio
$9.24K +$436 +28 +5%
GWM
443
Geneos Wealth Management
Colorado
$9.24K +$3.28K +211 +60%
QC
444
Quent Capital
New York
$8.85K -$4.05K -260 -33%
BWA
445
Basecamp Wealth Advisors
Washington
$8.46K +$8.03K +516 New
PWAM
446
Private Wealth Asset Management
Iowa
$8.33K
W
447
WealthCollab
Washington
$8.23K
BOJHT
448
Bank of Jackson Hole Trust
Wyoming
$8.23K +$7.81K +502 New
NFSG
449
Newbridge Financial Services Group
Florida
$8.2K -$109K -7,000 -93%
WWM
450
Wolff Wiese Magana
California
$8.2K