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420 hedge funds and large institutions have $3.84B invested in UiPath in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 132 increasing their positions, 151 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $151M | Put options by funds: $112M

3.9% less ownership

Funds ownership: 68.04%64.14% (-3.9%)

9% less capital invested

Capital invested by funds: $4.23B → $3.84B (-$394M)

12% less funds holding

Funds holding: 478420 (-58)

13% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 151

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

42% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 126

Holders
420
Holders Change
-58
Holders Change %
-12.13%
% of All Funds
6.03%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
73
Increased
132
Reduced
151
Closed
126
Calls
$151M
Puts
$112M
Net Calls
+$39.4M
Net Calls Change
+$4.61M
Name Holding Trade Value Shares
Change
Change in
Stake
AT
526
Arlington Trust
Alabama
-$3.33K -263 Closed
OPTFSNA
527
Old Point Trust & Financial Services N A
Virginia
-$3.17K -250 Closed
CIM
528
Contravisory Investment Management
Massachusetts
-$2.92K -230 Closed
IC
529
Innealta Capital
Texas
-$1.55K -122 Closed
PWMG
530
Private Wealth Management Group
New Jersey
-$1.55K -122 Closed
TFA
531
Toth Financial Advisory
Virginia
-$1.28K -101 Closed
FLPIM
532
F.L. Putnam Investment Management
Massachusetts
-$1.27K -100 Closed
WIA
533
Wetzel Investment Advisors
Indiana
-$2.27K -100 Closed
W
534
WealthCollab
Washington
-$1.24K -98 Closed
HNB
535
Hilltop National Bank
Wyoming
-$888 -70 Closed
RA
536
Rise Advisors
New York
-$697 -55 Closed
CSWM
537
Cassady Schiller Wealth Management
Ohio
-$634 -50 Closed
AWM
538
Abound Wealth Management
Tennessee
-$622 -49 Closed
CWP
539
Concord Wealth Partners
Virginia
-$533 -42 Closed
Fifth Third Bancorp
540
Fifth Third Bancorp
Ohio
-$330 -26 Closed
VCM
541
Versant Capital Management
Arizona
-$127 -10 Closed
ACM
542
Anfield Capital Management
California
-$51 -4 Closed
1IA
543
1620 Investment Advisors
Massachusetts
-$25 -2 Closed
GI
544
Gradient Investments
Minnesota
-$13 -1 Closed
HWM
545
Hemington Wealth Management
Virginia
+$294 +24 New

PATH Hedge Fund Activity: Q3 2024 in Review

420 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q3 2024, worth a combined $3.84B — down 9.3% from $4.23B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of PATH and 73 opened new positions — a net loss of 53 holders — while 151 trimmed existing stakes and 132 added.

The largest buyer was JP Morgan Chase, adding an estimated $42.3M. The largest seller was Fidelity Investments, cutting an estimated $213M.

  • 420 institutional investors held UiPath (PATH) as of Q3 2024, down from 478 in Q2 2024.
  • Funds reported $3.84B of UiPath stock for Q3 2024, down 9.3% quarter-over-quarter.
  • 73 funds opened new UiPath positions in Q3 2024 and 126 closed out, a net change of -53 holders.
  • The largest UiPath buyer in Q3 2024 was JP Morgan Chase, an estimated $42.3M added.
  • The largest UiPath seller in Q3 2024 was Fidelity Investments, an estimated $213M sold.

Based on aggregated 13F filings for Q3 2024.