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478 hedge funds and large institutions have $4.23B invested in UiPath in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 194 increasing their positions, 147 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 147

28% more call options, than puts

Call options by funds: $158M | Put options by funds: $123M

2% more ownership

Funds ownership: 66.04%68.04% (+2%)

7% less funds holding

Funds holding: 515478 (-37)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

26% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 103

41% less capital invested

Capital invested by funds: $7.21B → $4.23B (-$2.98B)

Holders
478
Holders Change
-37
Holders Change %
-7.18%
% of All Funds
6.9%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
76
Increased
194
Reduced
147
Closed
103
Calls
$158M
Puts
$123M
Net Calls
+$34.8M
Net Calls Change
+$9.12M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
451
JFS Wealth Advisors
Pennsylvania
$977 +$1.14K +66 +600%
HNB
452
Hilltop National Bank
Wyoming
$888 +$865 +50 +250%
RA
453
Rise Advisors
New York
$697
CJ
454
Caitlin John
Michigan
$634 -$22.5K -1,304 -96%
CSWM
455
Cassady Schiller Wealth Management
Ohio
$634
MLA
456
MB, Levis & Associates
Pennsylvania
$634
WBC
457
West Branch Capital
Massachusetts
$634
AWM
458
Abound Wealth Management
Tennessee
$622 -$69 -4 -8%
BGAI
459
Bruce G. Allen Investments
Colorado
$609
FP
460
Financial Perspectives
Minnesota
$609
CWP
461
Concord Wealth Partners
Virginia
$533
CFO
462
CVA Family Office
Colorado
$533 +$726 +42 New
NRG
463
Nemes Rush Group
Michigan
$456
DPW
464
DiNuzzo Private Wealth
Pennsylvania
$343 +$450 +26 +2,600%
Fifth Third Bancorp
465
Fifth Third Bancorp
Ohio
$330 +$35 +2 +8%
PWMG
466
Prestige Wealth Management Group
New Jersey
$317
DJSG
467
D.J. St. Germain
Massachusetts
$254
TWD
468
True Wealth Design
Ohio
$254 +$242 +14 +233%
PPA
469
Painted Porch Advisors
California
$178 +$242 +14 New
SIC
470
SJS Investment Consulting
Ohio
$165 +$190 +11 +550%
VCM
471
Versant Capital Management
Arizona
$127 -$207 -12 -55%
AA
472
Addison Advisors
Vermont
$102
FGAM
473
Financial Gravity Asset Management
Texas
$76 +$104 +6 New
ACM
474
Anfield Capital Management
California
$51 +$69 +4 New
1IA
475
1620 Investment Advisors
Massachusetts
$25 +$35 +2 New

PATH Hedge Fund Activity: Q2 2024 in Review

478 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q2 2024, worth a combined $4.23B — down 41% from $7.21B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of PATH and 76 opened new positions — a net loss of 27 holders — while 147 trimmed existing stakes and 194 added.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $94.3M. The largest seller was Fidelity Investments, cutting an estimated $96.3M.

  • 478 institutional investors held UiPath (PATH) as of Q2 2024, down from 515 in Q1 2024.
  • Funds reported $4.23B of UiPath stock for Q2 2024, down 41% quarter-over-quarter.
  • 76 funds opened new UiPath positions in Q2 2024 and 103 closed out, a net change of -27 holders.
  • The largest UiPath buyer in Q2 2024 was Pacer Advisors, an estimated $94.3M added.
  • The largest UiPath seller in Q2 2024 was Fidelity Investments, an estimated $96.3M sold.

Based on aggregated 13F filings for Q2 2024.