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539 hedge funds and large institutions have $5.27B invested in UiPath in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 179 increasing their positions, 135 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 79

41% more call options, than puts

Call options by funds: $394M | Put options by funds: $279M

33% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 135

32% more capital invested

Capital invested by funds: $4B → $5.27B (+$1.27B)

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

14% more funds holding

Funds holding: 473539 (+66)

3.98% more ownership

Funds ownership: 65.93%69.9% (+4%)

Holders
539
Holders Change
+66
Holders Change %
+13.95%
% of All Funds
6.56%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.13%
New
157
Increased
179
Reduced
135
Closed
79
Calls
$394M
Puts
$279M
Net Calls
+$116M
Net Calls Change
+$85.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
501
Golden State Wealth Management
California
$1.02K
HWA
502
HHM Wealth Advisors
Tennessee
$984
SIC
503
SJS Investment Consulting
Ohio
$968 +$685 +44 +293%
CJ
504
Caitlin John
Michigan
$935 +$109 +7 +14%
PWA
505
Principia Wealth Advisory
Texas
$918 -$16 -1 -2%
FFO
506
Fortitude Family Office
Arizona
$901 -$7.66K -492 -90%
SG
507
Sankala Group
Colorado
$869 +$1.26K +81 New
ACA
508
American Capital Advisory
Idaho
$853 -$47 -3 -5%
CIEC
509
Crédit Industriel et Commercial
France
$820 -$46.6K -2,994 -98%
MEG
510
Millstone Evans Group
Colorado
$820
AA
511
Ancora Advisors
Ohio
$819
CH
512
Cromwell Holdings
Wyoming
$787
FP
513
Financial Perspectives
Minnesota
$787
MCM
514
MV Capital Management
Maryland
$722 +$16 +1 +2%
TCM
515
Triumph Capital Management
Colorado
$688 +$654 +42 New
DPW
516
DiNuzzo Private Wealth
Pennsylvania
$672 +$405 +26 +173%
TM
517
Torren Management
California
$672 +$638 +41 New
TFM
518
TFC Financial Management
Massachusetts
$623
NSIM
519
North Star Investment Management
Illinois
$623 +$591 +38 New
PWA
520
Physician Wealth Advisors
Utah
$607 +$576 +37 New
Nisa Investment Advisors
521
Nisa Investment Advisors
Missouri
$590 +$560 +36 New
CMBA
522
C.M. Bidwell & Associates
Hawaii
$459
SAM
523
Smartleaf Asset Management
Massachusetts
$450 +$420 +27 New
OWP
524
ORG Wealth Partners
Texas
$442
TC
525
Trust Company
Kansas
$426 +$405 +26 New