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473 hedge funds and large institutions have $4B invested in UiPath in 2025 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 142 increasing their positions, 158 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

27% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 83

21% more call options, than puts

Call options by funds: $173M | Put options by funds: $143M

4% more funds holding

Funds holding: 454473 (+19)

10% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 158

10.55% less ownership

Funds ownership: 76.48%65.93% (-11%)

11% less capital invested

Capital invested by funds: $4.48B → $4B (-$478M)

Holders
473
Holders Change
+19
Holders Change %
+4.19%
% of All Funds
6.21%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
105
Increased
142
Reduced
158
Closed
83
Calls
$173M
Puts
$143M
Net Calls
+$30.5M
Net Calls Change
+$56.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
526
Parcion Private Wealth
Washington
-$145K -11,343 Closed
JWS
527
Juncture Wealth Strategies
Arizona
-$145K -11,334 Closed
WA
528
Waddell & Associates
Tennessee
-$144K -11,264 Closed
PEAK6
529
PEAK6
Illinois
-$132K -11,128 Closed
PFS
530
Prospera Financial Services
Texas
-$141K -11,036 Closed
AFGAS
531
Allegiance Financial Group Advisory Services
Virginia
-$141K -11,006 Closed
NP
532
NorthRock Partners
Minnesota
-$140K -10,941 Closed
Balyasny Asset Management
533
Balyasny Asset Management
Illinois
-$128K -10,824 Closed
CPA
534
Capital Performance Advisors
California
-$138K -10,811 Closed
SCM
535
Stevens Capital Management
Pennsylvania
-$137K -10,710 Closed
QIM
536
Quantitative Investment Management
Virginia
-$133K -10,410 Closed
CBA
537
Coastal Bridge Advisors
Connecticut
-$132K -10,344 Closed
TCM
538
Teza Capital Management
Illinois
-$131K -10,199 Closed
TIM
539
Total Investment Management
Arizona
-$108K -8,450 Closed
BIG
540
Brooklyn Investment Group
New York
-$83.4K -6,514 Closed
TPWA
541
Twin Peaks Wealth Advisors
California
-$23.3K -2,215 Closed
JEST
542
JTC Employer Solutions Trustee
Jersey
-$26K -2,068 Closed
MCM
543
Manchester Capital Management
Vermont
-$16.9K -1,318 Closed
MYIA
544
Mount Yale Investment Advisors
Colorado
-$13.5K -1,054 Closed
NC
545
NewSquare Capital
Pennsylvania
-$6.87K -537 Closed
HIA
546
Harbor Investment Advisory
Maryland
-$5.63K -440 Closed
SHIM
547
Stone House Investment Management
Pennsylvania
-$2.46K -192 Closed
BLC
548
Brown, Lisle/Cummings
Rhode Island
-$1.92K -150 Closed
RAM
549
Riggs Asset Management
Pennsylvania
-$1.74K -136 Closed
WIM
550
Westside Investment Management
California
-$1.28K -100 Closed