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473 hedge funds and large institutions have $4B invested in UiPath in 2025 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 142 increasing their positions, 158 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

27% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 83

21% more call options, than puts

Call options by funds: $173M | Put options by funds: $143M

4% more funds holding

Funds holding: 454473 (+19)

10% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 158

10.55% less ownership

Funds ownership: 76.48%65.93% (-11%)

11% less capital invested

Capital invested by funds: $4.48B → $4B (-$478M)

Holders
473
Holders Change
+19
Holders Change %
+4.19%
% of All Funds
6.21%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
105
Increased
142
Reduced
158
Closed
83
Calls
$173M
Puts
$143M
Net Calls
+$30.5M
Net Calls Change
+$56.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CH
451
Cromwell Holdings
Wyoming
$643
FP
452
Financial Perspectives
Minnesota
$642
WBC
453
West Branch Capital
Massachusetts
$630
BFS
454
Bare Financial Services
Pennsylvania
$589 +$520 +44 New
MCM
455
MV Capital Management
Maryland
$576 -$248 -21 -33%
CIBC Private Wealth Group
456
CIBC Private Wealth Group
Georgia
$535 -$4.03K -341 -90%
TFM
457
TFC Financial Management
Massachusetts
$509
GA
458
Guerra Advisors
Florida
$468 +$414 +35 New
CMBA
459
C.M. Bidwell & Associates
Hawaii
$375
OWP
460
ORG Wealth Partners
Texas
$361
PWMG
461
Prestige Wealth Management Group
New Jersey
$335
AUB
462
Atlantic Union Bankshares
Virginia
$268 -$2.36K -200 -91%
MHIP
463
Mountain Hill Investment Partners
New Jersey
$268
SIC
464
SJS Investment Consulting
Ohio
$201 +$12 +1 +7%
CFD
465
Creative Financial Designs
Indiana
$187
BHWM
466
Bay Harbor Wealth Management
Maryland
$173 +$130 +11 +550%
DPW
467
DiNuzzo Private Wealth
Pennsylvania
$167 +$83 +7 +88%
HIA
468
HFM Investment Advisors
New Jersey
$161
FC
469
Financial Consulate
Maryland
$134 +$118 +10 New
AWM
470
Activest Wealth Management
Florida
$120
ETC
471
Exchange Traded Concepts
Oklahoma
$120
TC
472
Truvestments Capital
Florida
$19
MWPCG
473
Measured Wealth Private Client Group
New Hampshire
$1
Hudson Bay Capital Management
474
Hudson Bay Capital Management
Connecticut
-$103M -8,012,400 Closed
Norges Bank
475
Norges Bank
Norway
-$68.5M -5,347,723 Closed