462 hedge funds and large institutions have $4B invested in UiPath in 2025 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 137 increasing their positions, 155 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

10.59% less ownership

Funds ownership: 76.49%65.91% (-11%)

11% less capital invested

Capital invested by funds: $4.48B → $4B (-$480M)

12% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 155

Holders
462
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$173M
Puts
$143M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
501
PharVision Advisers
Florida
EW
502
Evoke Wealth
California
WWC
503
Waypoint Wealth Counsel
Georgia
SCP
504
Sivia Capital Partners
California
FSC
505
Full Sail Capital
Oklahoma
1C
506
111 Capital
France
KAS
507
Kestra Advisory Services
Texas
OQS
508
Occudo Quantitative Strategies
Florida
PAG
509
Poinciana Advisors Group
Florida
LCM
510
Laurion Capital Management
New York
CIA
511
Concurrent Investment Advisors
Florida
NAM
512
NorthCrest Asset Manangement
Minnesota
CC
513
Corton Capital
Ontario, Canada
PPW
514
Parcion Private Wealth
Washington
JWS
515
Juncture Wealth Strategies
Arizona
WA
516
Waddell & Associates
Tennessee
PEAK6
517
PEAK6
Illinois
PFS
518
Prospera Financial Services
Texas
AFGAS
519
Allegiance Financial Group Advisory Services
Virginia
NP
520
NorthRock Partners
Minnesota
Balyasny Asset Management
521
Balyasny Asset Management
Illinois
CPA
522
Capital Performance Advisors
California
SCM
523
Stevens Capital Management
Pennsylvania
QIM
524
Quantitative Investment Management
Virginia
CBA
525
Coastal Bridge Advisors
Connecticut