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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
XT
201
XTX Topco
Cayman Islands
$1.16M +$1.1M +70,831 New
SPC
202
Sigma Planning Corp
Michigan
$1.16M +$1.1M +70,717 New
WorldQuant Millennium Advisors
203
WorldQuant Millennium Advisors
New York
$1.14M -$4.82M -309,946 -82%
CIAM
204
Caitong International Asset Management
Hong Kong
$1.14M -$928K -59,635 -46%
Lazard Asset Management
205
Lazard Asset Management
New York
$1.13M +$74.6K +4,792 +7%
AAM
206
Advisors Asset Management
Colorado
$1.13M -$8.42K -541 -0.8%
Truist Financial
207
Truist Financial
North Carolina
$1.12M +$874K +56,178 +452%
DT
208
Diversified Trust
Tennessee
$1.11M -$124K -7,995 -11%
MEAC
209
M.E. Allison & Co
Texas
$1.11M +$1.06M +67,900 New
HAG
210
HighPoint Advisor Group
Illinois
$1.11M +$587K +37,690 +126%
BHCM
211
Brevan Howard Capital Management
Jersey
$1.05M -$1.73M -110,958 -63%
Commonwealth Equity Services
212
Commonwealth Equity Services
Massachusetts
$1.04M +$73.8K +4,742 +8%
LWL
213
Leo Wealth LLC
Texas
$1.02M +$878K +56,384 New
DekaBank Deutsche Girozentrale
214
DekaBank Deutsche Girozentrale
Germany
$991K
QCM
215
Qsemble Capital Management
New York
$985K +$364K +23,407 +64%
MIM
216
MetLife Investment Management
New Jersey
$979K +$826K +53,043 +791%
SA
217
Strategic Advocates
Utah
$963K -$11.3K -727 -1%
EPI
218
Eddie Patel Inc
Illinois
$961K +$913K +58,634 New
BF
219
BOK Financial
Oklahoma
$945K -$89.8K -5,770 -9%
Pictet Asset Management
220
Pictet Asset Management
Switzerland
$934K +$47.8K +3,072 +6%
OC
221
Oppenheimer & Co
New York
$931K +$443K +28,461 +100%
CCS
222
Concentric Capital Strategies
Connecticut
$901K +$855K +54,967 New
Corient Private Wealth
223
Corient Private Wealth
Florida
$894K +$495K +31,816 +123%
Cambridge Investment Research Advisors
224
Cambridge Investment Research Advisors
Iowa
$890K -$221K -14,220 -21%
OTL
225
Oak Thistle LLC
New York
$883K +$147K +9,464 +21%