466 hedge funds and large institutions have $4B invested in UiPath in 2025 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 141 increasing their positions, 156 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: 141 | Existing positions reduced: 156

10.61% less ownership

Funds ownership: 76.53%65.91% (-11%)

11% less capital invested

Capital invested by funds: $4.48B → $4B (-$482M)

Holders
466
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
BPA
501
Beacon Pointe Advisors
California
SA
502
Sanctuary Advisors
Indiana
HT
503
Headlands Technologies
Illinois
CPIG
504
Chicago Partners Investment Group
Illinois
KRW
505
Kaufman Rossin Wealth
Florida
PA
506
PharVision Advisers
Florida
EW
507
Evoke Wealth
California
WWC
508
Waypoint Wealth Counsel
Georgia
SCP
509
Sivia Capital Partners
California
FSC
510
Full Sail Capital
Oklahoma
1C
511
111 Capital
France
KAS
512
Kestra Advisory Services
Texas
OQS
513
Occudo Quantitative Strategies
Florida
PAG
514
Poinciana Advisors Group
Florida
LCM
515
Laurion Capital Management
New York
CIA
516
Concurrent Investment Advisors
Florida
NAM
517
NorthCrest Asset Manangement
Minnesota
CC
518
Corton Capital
Ontario, Canada
PPW
519
Parcion Private Wealth
Washington
JWS
520
Juncture Wealth Strategies
Arizona
WA
521
Waddell & Associates
Tennessee
PEAK6
522
PEAK6
Illinois
PFS
523
Prospera Financial Services
Texas
AFGAS
524
Allegiance Financial Group Advisory Services
Virginia
NP
525
NorthRock Partners
Minnesota