470 hedge funds and large institutions have $4B invested in UiPath in 2025 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 142 increasing their positions, 158 reducing their positions, and 83 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% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 158

10.6% less ownership

Funds ownership: 76.52%65.93% (-11%)

11% less capital invested

Capital invested by funds: $4.48B → $4B (-$481M)

Holders
470
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
SPWM
501
Straight Path Wealth Management
Michigan
BFM
502
Boothbay Fund Management
New York
IPW
503
Invictus Private Wealth
Colorado
OCBCO
504
Oversea-Chinese Banking Corp (OCBC)
Singapore
BPA
505
Beacon Pointe Advisors
California
HT
506
Headlands Technologies
Illinois
CPIG
507
Chicago Partners Investment Group
Illinois
KRW
508
Kaufman Rossin Wealth
Florida
PA
509
PharVision Advisers
Florida
EW
510
Evoke Wealth
California
WWC
511
Waypoint Wealth Counsel
Georgia
SCP
512
Sivia Capital Partners
California
FSC
513
Full Sail Capital
Oklahoma
1C
514
111 Capital
France
KAS
515
Kestra Advisory Services
Texas
OQS
516
Occudo Quantitative Strategies
Florida
PAG
517
Poinciana Advisors Group
Florida
LCM
518
Laurion Capital Management
New York
CIA
519
Concurrent Investment Advisors
Florida
NAM
520
NorthCrest Asset Manangement
Minnesota
GHA
521
GW Henssler & Associates
Georgia
CC
522
Corton Capital
Ontario, Canada
PPW
523
Parcion Private Wealth
Washington
JWS
524
Juncture Wealth Strategies
Arizona
WA
525
Waddell & Associates
Tennessee