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1,848 hedge funds and large institutions have $130B invested in Uber in 2024 Q3 according to their latest regulatory filings, with 220 funds opening new positions, 862 increasing their positions, 561 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 128

54% more repeat investments, than reductions

Existing positions increased: 862 | Existing positions reduced: 561

4% more funds holding

Funds holding: 1,7711,848 (+77)

4% more capital invested

Capital invested by funds: $126B → $130B (+$4.8B)

0.02% more ownership

Funds ownership: 82.52%82.54% (+0.02%)

1% less call options, than puts

Call options by funds: $3.63B | Put options by funds: $3.67B

10% less funds holding in top 10

Funds holding in top 10: 8980 (-9)

Holders
1,848
Holders Change
+77
Holders Change %
+4.35%
% of All Funds
26.54%
Holding in Top 10
80
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.11%
% of All Funds
1.15%
New
220
Increased
862
Reduced
561
Closed
128
Calls
$3.63B
Puts
$3.67B
Net Calls
-$32.8M
Net Calls Change
-$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
351
Montag & Caldwell
Georgia
$16.6M +$6.41M +90,982 +70%
GGS
352
Galvin Gaustad & Stein
Arizona
$16.6M +$14.4M +205,229 +1,292%
Wealthfront Advisers
353
Wealthfront Advisers
California
$16.5M +$64.4K +915 +0.4%
GS
354
GTS Securities
New York
$16.5M -$5.65M -80,203 -27%
GF
355
Gabelli Funds
New York
$16.5M -$18.6K -264 -0.1%
OSAM
356
O'Shaughnessy Asset Management
Connecticut
$16.5M +$1.53M +21,802 +13%
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$16.4M -$2.01M -28,510 -12%
PL
358
Parkwood LLC
Ohio
$16.4M -$349K -4,963 -2%
Rafferty Asset Management
359
Rafferty Asset Management
New York
$16.1M -$813K -11,545 -5%
MGCM
360
Mane Global Capital Management
New York
$16.1M +$15M +213,617 New
BAMF
361
BI Asset Management Fondsmaeglerselskab
Denmark
$15.8M +$5.11M +72,583 +53%
NW
362
NewEdge Wealth
Pennsylvania
$15.6M +$701K +9,962 +5%
WIM
363
WIM Investment Management
Hong Kong
$15.5M +$14.5M +206,088 New
HW
364
Hancock Whitney
Mississippi
$15.3M +$16.6K +236 +0.1%
EB
365
Eastern Bank
Massachusetts
$15.3M +$271K +3,855 +2%
IGAM
366
iA Global Asset Management
Quebec, Canada
$15.3M +$1.95M +27,743 +16%
MYLI
367
Meiji Yasuda Life Insurance
Japan
$15.2M +$4.17M +59,280 +41%
NA
368
NewEdge Advisors
Louisiana
$15.2M +$1.77M +25,165 +14%
PP
369
Paloma Partners
Connecticut
$15.1M +$14.1M +200,870 New
SC
370
Shellback Capital
Massachusetts
$15M +$8.8M +125,000 +167%
ECM
371
Evergreen Capital Management
Washington
$15M -$874K -12,409 -6%
LCM
372
Lazari Capital Management
California
$14.8M -$222K -3,154 -2%
OC
373
Oppenheimer & Co
New York
$14.7M +$2.45M +34,759 +22%
Creative Planning
374
Creative Planning
Kansas
$14.7M +$3.48M +49,491 +34%
IMCOOI
375
Investment Management Corp of Ontario (IMCO)
Canada
$14.6M +$9.28M +131,847 +211%

UBER Hedge Fund Activity: Q3 2024 in Review

1,848 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q3 2024, worth a combined $130B — up 3.8% from $126B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new UBER positions and 128 closed out — a net gain of 92 holders — while 862 added to existing stakes and 561 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $914M. The largest seller was JP Morgan Chase, cutting an estimated $716M.

  • 1,848 institutional investors held Uber (UBER) as of Q3 2024, up from 1,771 in Q2 2024.
  • Funds reported $130B of Uber stock for Q3 2024, up 3.8% quarter-over-quarter.
  • 220 funds opened new Uber positions in Q3 2024 and 128 closed out, a net change of +92 holders.
  • The largest Uber buyer in Q3 2024 was Capital Research Global Investors, an estimated $914M added.
  • The largest Uber seller in Q3 2024 was JP Morgan Chase, an estimated $716M sold.

Based on aggregated 13F filings for Q3 2024.