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UiPath

442 hedge funds and large institutions have $3.22B invested in UiPath in 2025 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 159 increasing their positions, 132 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
-11
Holders Change %
-2.43%
% of All Funds
6%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
79
Increased
159
Reduced
132
Closed
83
Calls
$123M
Puts
$132M
Net Calls
-$8.98M
Net Calls Change
-$9.73M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
476
Ariadne Wealth Management
California
-$209K -14,694 Closed
JIP
477
Jaffetilchin Investment Partners
Florida
-$184K -14,484 Closed
PWM
478
Prosperity Wealth Management
California
-$177K -13,900 Closed
SFC
479
SYM Financial Corp
Indiana
-$171K -13,454 Closed
GF
480
Gries Financial
Ohio
-$162K -12,756 Closed
VIA
481
Virtus Investment Advisers
Connecticut
-$160K -12,600 Closed
AFGAS
482
Allegiance Financial Group Advisory Services
Virginia
-$159K -12,508 Closed
PCM
483
Prelude Capital Management
New York
-$159K -12,500 Closed
CPA
484
Capital Performance Advisors
California
-$158K -12,429 Closed
AP
485
Adero Partners
California
-$156K -12,271 Closed
UCFA
486
United Capital Financial Advisors
Texas
-$156K -12,238 Closed
AT
487
American Trust
Kentucky
-$151K -11,880 Closed
CA
488
Claro Advisors
Massachusetts
-$142K -11,136 Closed
JWS
489
Juncture Wealth Strategies
Arizona
-$137K -10,740 Closed
Kovitz Investment Group Partners
490
Kovitz Investment Group Partners
Illinois
-$136K -10,692 Closed
IWC
491
Integrated Wealth Concepts
Massachusetts
-$132K -10,409 Closed
LBWM
492
Left Brain Wealth Management
Illinois
-$130K -10,255 Closed
VA
493
Vident Advisory
Georgia
-$129K -10,188 Closed
ACM
494
Aster Capital Management
United Arab Emirates
-$102K -8,031 Closed
CSC
495
Caldwell Sutter Capital
California
-$75K -5,898 Closed
CIAM
496
Caitong International Asset Management
Hong Kong
-$71.9K -5,656 Closed
PIM
497
Plato Investment Management
Australia
-$60.7K -4,760 Closed
HFM
498
Harvest Fund Management
China
-$50K -3,917 Closed
CT
499
Colonial Trust
South Carolina
-$18.4K -1,448 Closed
GM
500
GeoWealth Management
Illinois
-$13.5K -1,064 Closed