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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
PWMG
526
Prestige Wealth Management Group
New Jersey
$410
MHIP
527
Mountain Hill Investment Partners
New Jersey
$328
BHWM
528
Bay Harbor Wealth Management
Maryland
$262 +$47 +3 +23%
CFD
529
Creative Financial Designs
Indiana
$229
HIA
530
HFM Investment Advisors
New Jersey
$197
AWM
531
Activest Wealth Management
Florida
$180 +$31 +2 +22%
CFFP
532
Center for Financial Planning
Michigan
$164 +$156 +10 New
LC
533
Luminist Capital
Michigan
$115
QWM
534
Quaker Wealth Management
New Jersey
$115 +$109 +7 New
DF
535
Dunhill Financial
United Kingdom
$102 +$93 +6 New
KFP
536
Kerr Financial Planning
California
$97 +$125 +8 New
MFP
537
Meramec Financial Planners
Missouri
$91 +$109 +7 New
PMFA
538
Plante Moran Financial Advisors
Michigan
$49 +$47 +3 New
TC
539
Truvestments Capital
Florida
$23
MWPCG
540
Measured Wealth Private Client Group
New Hampshire
$2
Voloridge Investment Management
541
Voloridge Investment Management
Florida
-$77.2M -5,771,582 Closed
Coatue Management
542
Coatue Management
New York
-$30.4M -2,269,557 Closed
HF
543
HRT Financial
New York
-$21.4M -1,376,925 Closed
PAM
544
Panagora Asset Management
Massachusetts
-$16.2M -1,209,552 Closed
Tudor Investment Corp
545
Tudor Investment Corp
Connecticut
-$13M -836,965 Closed
ACM
546
Aquatic Capital Management
Illinois
-$8.14M -608,609 Closed
Public Sector Pension Investment Board (PSP Investments)
547
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$6.35M -474,700 Closed
IG
548
ING Group
Netherlands
-$6.26M -468,000 Closed
Qube Research & Technologies (QRT)
549
Qube Research & Technologies (QRT)
United Kingdom
-$4.52M -337,866 Closed
EP
550
Edgestream Partners
New Jersey
-$3.67M -274,387 Closed