450 hedge funds and large institutions have $4.48B invested in UiPath in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 152 increasing their positions, 142 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

7% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 142

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less call options, than puts

Call options by funds: $109M | Put options by funds: $135M

Holders
450
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$109M
Puts
$135M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
501
Meeder Asset Management
Ohio
YDMI
502
Y.D. More Investments
Israel
FHA
503
First Horizon Advisors
Tennessee
SAM
504
Smartleaf Asset Management
Massachusetts
QCG
505
Quadrant Capital Group
Ohio
BCV
506
Banque Cantonale Vaudoise
Switzerland
KSB
507
Kennebec Savings Bank
Maine
QC
508
Quent Capital
New York
BCMLT
509
Beacon Capital Management LLC (Tennessee)
Tennessee
CWC
510
Carolinas Wealth Consulting
North Carolina
LWMI
511
Legacy Wealth Management (Idaho)
Idaho
FAM
512
Flaharty Asset Management
Florida
DRP
513
Decker Retirement Planning
Utah
CTC
514
Central Trust Company
Missouri
CWM
515
CarsonAllaria Wealth Management
Illinois
AWM
516
Abound Wealth Management
Tennessee
RMP
517
Richards, Merrill & Peterson
Washington
WA
518
WPG Advisers
Maryland
Fifth Third Bancorp
519
Fifth Third Bancorp
Ohio
CI
520
Cordant Inc
Oregon
HCP
521
Hexagon Capital Partners
Arkansas
HFS
522
Hughes Financial Services
Virginia
ACA
523
American Capital Advisory
Idaho
PWA
524
Principia Wealth Advisory
Texas
NRG
525
Nemes Rush Group
Michigan