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533 hedge funds and large institutions have $3.49B invested in UiPath in 2026 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 198 increasing their positions, 152 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $309M | Put options by funds: $217M

30% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 152

7% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 108

1% less funds holding

Funds holding: 539533 (-6)

1.4% less ownership

Funds ownership: 69.9%68.51% (-1.4%)

34% less capital invested

Capital invested by funds: $5.27B → $3.49B (-$1.78B)

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
533
Holders Change
-6
Holders Change %
-1.11%
% of All Funds
6.57%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.09%
New
116
Increased
198
Reduced
152
Closed
108
Calls
$309M
Puts
$217M
Net Calls
+$92M
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EPW
601
Evolve Private Wealth
California
-$171K -10,430 Closed
AWM
602
Accurate Wealth Management
Florida
-$168K -10,313 Closed
A
603
AlphaQuest
New York
-$156K -9,488 Closed
ACA
604
Atlas Capital Advisors
Wyoming
-$36.9K -2,250 Closed
ORAM
605
One River Asset Management
Connecticut
-$32.8K -2,000 Closed
HWM
606
HighMark Wealth Management
Minnesota
-$25.4K -1,550 Closed
VI
607
Vestcor Inc
New Brunswick, Canada
-$19K -1,136 Closed
CFB
608
Cullen/Frost Bankers
Texas
-$17.4K -1,061 Closed
AFG
609
Albion Financial Group
Utah
-$16.4K -1,000 Closed
DT
610
DV Trading
Illinois
-$16.4K -1,000 Closed
MHR
611
Matthew Hamilton Rosenberg
-$13.4K -819 Closed
TWM
612
Tripletail Wealth Management
Florida
-$13.2K -803 Closed
MSFP
613
Mark Sheptoff Financial Planning
Connecticut
-$13.1K -800 Closed
BWA
614
Basecamp Wealth Advisors
Washington
-$8.46K -516 Closed
W
615
WealthCollab
Washington
-$8.23K -502 Closed
WWM
616
Wolff Wiese Magana
California
-$8.2K -500 Closed
QA
617
Quattro Advisors
Pennsylvania
-$7.15K -436 Closed
NL
618
Navalign LLC
California
-$5K -305 Closed
FHA
619
Flagship Harbor Advisors
Massachusetts
-$4.28K -261 Closed
MAM
620
Marquette Asset Management
Minnesota
-$3.48K -212 Closed
APW
621
Aventura Private Wealth
Florida
-$3.28K -200 Closed
JWA
622
JFS Wealth Advisors
Pennsylvania
-$2.18K -133 Closed
BGAI
623
Bruce G. Allen Investments
Colorado
-$1.52K -93 Closed
MA
624
Modus Advisors
Minnesota
-$1.48K -90 Closed
TFA
625
Toth Financial Advisory
Virginia
-$1.48K -90 Closed