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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
ZBNA
476
Zions Bancorporation, National Association
Utah
$2.16K +$2.05K +132 New
PWPS
477
Pinnacle Wealth Planning Services
Ohio
$2.1K +$1.99K +128 New
PWM
478
Proathlete Wealth Management
Florida
$2.08K
SL
479
Salomon & Ludwin
Virginia
$1.92K
AUB
480
Atlantic Union Bankshares
Virginia
$1.87K +$1.46K +94 +470%
TPCW
481
TD Private Client Wealth
New York
$1.82K +$140 +9 +9%
PIM
482
Plato Investment Management
Australia
$1.76K -$9.12K -586 -85%
CW
483
Curio Wealth
Maryland
$1.68K +$1.52K +98 New
ACM
484
Anfield Capital Management
California
$1.67K
VFM
485
Vision Financial Markets
Connecticut
$1.64K
MAFA
486
MJT & Associates Financial Advisory
Minnesota
$1.59K +$1.51K +97 New
BIA
487
Bell Investment Advisors
California
$1.57K
CFO
488
CVA Family Office
Colorado
$1.57K
MWA
489
Medallion Wealth Advisors
Connecticut
$1.52K
BGAI
490
Bruce G. Allen Investments
Colorado
$1.52K +$451 +29 +45%
SS
491
Sunbelt Securities
Texas
$1.51K -$2.46K -158 -63%
TFA
492
Toth Financial Advisory
Virginia
$1.48K +$1.4K +90 New
MA
493
Modus Advisors
Minnesota
$1.48K +$1.4K +90 New
OC
494
Optima Capital
Oregon
$1.39K +$1.32K +85 New
LAS
495
Lloyd Advisory Services
Georgia
$1.36K +$1.29K +83 New
AAG
496
Armstrong Advisory Group
Massachusetts
$1.29K
TF
497
Tompkins Financial
New York
$1.23K +$1.17K +75 New
KFAS
498
Keating Financial Advisory Services
Kansas
$1.16K +$1.1K +71 New
LI
499
LRI Investments
Florida
$1.13K +$1.07K +69 New
RWM
500
Rialto Wealth Management
New York
$1.02K +$125 +8 +15%