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UiPath

420 hedge funds and large institutions have $3.84B invested in UiPath in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 132 increasing their positions, 151 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $151M | Put options by funds: $112M

3.9% less ownership

Funds ownership: 68.04%64.14% (-3.9%)

9% less capital invested

Capital invested by funds: $4.23B → $3.84B (-$394M)

12% less funds holding

Funds holding: 478420 (-58)

13% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 151

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

42% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 126

Holders
420
Holders Change
-58
Holders Change %
-12.13%
% of All Funds
6.03%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
73
Increased
132
Reduced
151
Closed
126
Calls
$151M
Puts
$112M
Net Calls
+$39.4M
Net Calls Change
+$4.61M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
501
CSS LLC
Illinois
-$127K -10,000 Closed
GWM
502
GSB Wealth Management
Connecticut
-$127K -10,000 Closed
WBC
503
Westpac Banking Corp
Australia
-$98.9K -7,797 Closed
RIM
504
Rakuten Investment Management
Japan
-$76.4K -6,023 Closed
VI
505
Vestcor Inc
New Brunswick, Canada
-$73K -5,782 Closed
OAM
506
Ostrum Asset Management
France
-$56.2K -4,434 Closed
TSWM
507
Tyler-Stone Wealth Management
Ohio
-$49.1K -3,870 Closed
National Bank of Canada
508
National Bank of Canada
Quebec, Canada
-$45K -3,495 Closed
RWMG
509
Redwood Wealth Management Group
New Jersey
-$43.5K -3,429 Closed
BHWM
510
Beaird Harris Wealth Management
Texas
-$19K -1,500 Closed
UWS
511
Unique Wealth Strategies
Illinois
-$28.2K -1,244 Closed
LIA
512
Lynx Investment Advisory
District of Columbia
-$15.2K -1,200 Closed
OCM
513
Orion Capital Management
California
-$12.7K -1,000 Closed
RFG
514
RFP Financial Group
Georgia
-$11.1K -875 Closed
CWM
515
Cornerstone Wealth Management
Missouri
-$8.39K -685 Closed
AP
516
Aspect Partners
Virginia
-$6.34K -500 Closed
CFD
517
Creative Financial Designs
Indiana
-$6.34K -500 Closed
FIA
518
FNY Investment Advisers
New York
-$6K -500 Closed
LB
519
Legacy Bridge
Iowa
-$6.34K -500 Closed
UIA
520
Ulland Investment Advisors
Minnesota
-$6K -500 Closed
ACA
521
Atlas Capital Advisors
Wyoming
-$5.07K -400 Closed
MG
522
Mather Group
Illinois
-$8.05K -355 Closed
WWP
523
WR Wealth Planners
Missouri
-$3.8K -300 Closed
ZB
524
Zions Bancorporation
Utah
-$3.71K -293 Closed
RAM
525
Riggs Asset Management
Pennsylvania
-$3.48K -274 Closed

PATH Hedge Fund Activity: Q3 2024 in Review

420 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q3 2024, worth a combined $3.84B — down 9.3% from $4.23B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of PATH and 73 opened new positions — a net loss of 53 holders — while 151 trimmed existing stakes and 132 added.

The largest buyer was JP Morgan Chase, adding an estimated $42.3M. The largest seller was Fidelity Investments, cutting an estimated $213M.

  • 420 institutional investors held UiPath (PATH) as of Q3 2024, down from 478 in Q2 2024.
  • Funds reported $3.84B of UiPath stock for Q3 2024, down 9.3% quarter-over-quarter.
  • 73 funds opened new UiPath positions in Q3 2024 and 126 closed out, a net change of -53 holders.
  • The largest UiPath buyer in Q3 2024 was JP Morgan Chase, an estimated $42.3M added.
  • The largest UiPath seller in Q3 2024 was Fidelity Investments, an estimated $213M sold.

Based on aggregated 13F filings for Q3 2024.