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UiPath
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Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$270M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$48.7M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$30.1M
4
TAM
TFG Asset Management
Cayman Islands
+$20.6M
5
CS
Candriam SCA
Luxembourg
+$18.4M

Top Sellers

1
AIM
ARK Investment Management
Florida
-$116M
2
NAMA
Nikko Asset Management Americas
New York
-$50.2M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$46.9M
4
Artisan Partners
Artisan Partners
Wisconsin
-$46M
5
Millennium Management
Millennium Management
New York
-$24.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
501
Orion Capital Management
California
– -$12.7K -1,000 Closed
LDB
502
Lee, Danner & Bass
Tennessee
– -$11.1K -872 Closed
AWM
503
Avior Wealth Management
Nebraska
– -$10.3K -812 Closed
EBA
504
Eagle Bay Advisors
New York
– -$8.62K -678 Closed
ETC
505
Exchange Traded Concepts
Oklahoma
– -$6.23K -490 Closed
HT
506
Headlands Technologies
Illinois
– -$3.24K -255 Closed
VHAM
507
Van Hulzen Asset Management
California
– -$2.68K -211 Closed
SIC
508
Salem Investment Counselors
North Carolina
– -$2.54K -200 Closed
PFA
509
Pathway Financial Advisers
Indiana
– -$2.44K -192 Closed
CIA
510
Cape Investment Advisory
Georgia
– -$1.78K -140 Closed
MA
511
Modus Advisors
Minnesota
– -$1.27K -100 Closed
SIS
512
Sound Income Strategies
Florida
– -$1.27K -100 Closed
Bessemer Group
513
Bessemer Group
New Jersey
– -$1K -94 Closed
NWWA
514
New Wave Wealth Advisors
Arkansas
– -$763 -60 Closed
CJ
515
Caitlin John
Michigan
– -$636 -50 Closed
PAM
516
Parvin Asset Management
South Dakota
– -$636 -50 Closed
WWA
517
Wingate Wealth Advisors
Massachusetts
– -$636 -50 Closed
BGAI
518
Bruce G. Allen Investments
Colorado
– -$534 -42 Closed
BBHC
519
Brown Brothers Harriman & Co
New York
– -$470 -37 Closed
OP
520
ORG Partners
Indiana
– -$343 -27 Closed
AssetMark Inc
521
AssetMark Inc
California
– -$330 -26 Closed
CAS
522
Coppell Advisory Solutions
Texas
– -$178 -14 Closed
SIC
523
SJS Investment Consulting
Ohio
– -$26 -2 Closed
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