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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
PFBT
451
Parkside Financial Bank & Trust
Missouri
$7.28K -$389 -25 -5%
EDRH
452
Edmond de Rothschild Holding
Switzerland
$7.21K
QA
453
Quattro Advisors
Pennsylvania
$7.15K +$6.79K +436 New
AssetMark Inc
454
AssetMark Inc
California
$7K +$560 +36 +9%
AF
455
Advisornet Financial
Minnesota
$6.56K
MA
456
MCF Advisors
Kentucky
$5.9K
SIS
457
Sound Income Strategies
Florida
$5.74K +$6.22K +400 New
PLU
458
Performa Ltd (US)
South Carolina
$5.64K -$3.21K -206 -37%
AG
459
AmeriFlex Group
Nevada
$5.41K -$13.4K -858 -72%
NL
460
Navalign LLC
California
$5K +$4.75K +305 New
BWL
461
Bogart Wealth LLC
Virginia
$4.66K -$280 -18 -6%
FHA
462
Flagship Harbor Advisors
Massachusetts
$4.28K +$4.06K +261 New
S
463
Sachetta
Massachusetts
$3.93K
OP
464
ORG Partners
Indiana
$3.93K +$3.73K +240 New
CT
465
Clearstead Trust
Maine
$3.71K
SWM
466
SHP Wealth Management
Massachusetts
$3.64K +$3.46K +222 New
MAM
467
Marquette Asset Management
Minnesota
$3.48K
BMC
468
Bear Mountain Capital
Washington
$3.31K +$156 +10 +5%
APW
469
Aventura Private Wealth
Florida
$3.28K +$1.88K +121 +153%
HFS
470
Hantz Financial Services
Michigan
$3K
MAS
471
MPWM Advisory Solutions
Georgia
$2.98K +$2.83K +182 New
DWM
472
Dogwood Wealth Management
Kansas
$2.87K
MCA
473
McGuire Capital Advisors
Oklahoma
$2.75K +$2.62K +168 New
TAM
474
Tucker Asset Management
Colorado
$2.62K +$2.49K +160 New
JWA
475
JFS Wealth Advisors
Pennsylvania
$2.18K +$825 +53 +66%