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1,183 hedge funds and large institutions have $48.5B invested in Uber in 2023 Q1 according to their latest regulatory filings, with 181 funds opening new positions, 457 increasing their positions, 380 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 96

31% more capital invested

Capital invested by funds: $37.1B → $48.5B (+$11.4B)

20% more repeat investments, than reductions

Existing positions increased: 457 | Existing positions reduced: 380

6% more funds holding

Funds holding: 1,1171,183 (+66)

2% more funds holding in top 10

Funds holding in top 10: 8385 (+2)

1.5% more ownership

Funds ownership: 74.56%76.06% (+1.5%)

1% less call options, than puts

Call options by funds: $1.93B | Put options by funds: $1.95B

Holders
1,183
Holders Change
+66
Holders Change %
+5.91%
% of All Funds
18.85%
Holding in Top 10
85
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.41%
% of All Funds
1.35%
New
181
Increased
457
Reduced
380
Closed
96
Calls
$1.93B
Puts
$1.95B
Net Calls
-$22.3M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SP
401
SWS Partners
Ohio
$3.24M +$247K +7,793 +8%
KAS
402
Kestra Advisory Services
Texas
$3.23M -$647K -20,409 -17%
BA
403
Bristlecone Advisors
Washington
$3.18M
SC
404
Shellback Capital
Massachusetts
$3.17M
BFS
405
Bard Financial Services
Connecticut
$3.16M +$186K +5,850 +6%
STA
406
Summit Trail Advisors
New York
$3.15M -$220K -6,926 -7%
GIA
407
Gateway Investment Advisers
Ohio
$3.14M -$1.44M -45,452 -31%
M&T Bank
408
M&T Bank
New York
$3.1M +$241K +7,587 +8%
CA
409
Cullinan Associates
Kentucky
$3.1M -$114K -3,587 -4%
FWC
410
First Washington Corp
Washington
$3.09M
BAM
411
Boyar Asset Management
New York
$3.07M +$217K +6,827 +8%
BAM
412
Belpointe Asset Management
Nevada
$3.07M +$1.25M +39,461 +69%
CG
413
Cutler Group
California
$3.06M +$1.51M +47,607 +97%
AC
414
Asio Capital
Kentucky
$3.03M +$3.03M +95,607 New
NG
415
NWK Group
California
$2.96M +$2.96M +93,438 New
VF
416
Virtu Financial
New York
$2.96M -$1.79M -56,400 -38%
Nordea Investment Management
417
Nordea Investment Management
Sweden
$2.96M +$96.6K +3,046 +3%
CWM
418
Congress Wealth Management
Massachusetts
$2.91M +$351K +11,079 +14%
IP
419
Intellectus Partners
California
$2.9M +$265K +8,350 +10%
RG
420
Richelieu Gestion
France
$2.89M +$462K +14,564 +19%
Lazard Asset Management
421
Lazard Asset Management
New York
$2.87M +$2.38K +75 +0.1%
WT
422
Whittier Trust
California
$2.86M +$9.52K +300 +0.3%
Fiera Capital (Canada)
423
Fiera Capital (Canada)
Quebec, Canada
$2.84M +$207K +6,517 +8%
OQS
424
Occudo Quantitative Strategies
Florida
$2.84M +$2.84M +89,509 New
DILIC
425
Dai-ichi Life Insurance Company
Japan
$2.83M +$19.3K +607 +0.7%

UBER Hedge Fund Activity: Q1 2023 in Review

1,183 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q1 2023, worth a combined $48.5B — up 31% from $37.1B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new UBER positions and 96 closed out — a net gain of 85 holders — while 457 added to existing stakes and 380 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1,000M. The largest seller was Citadel Advisors, cutting an estimated $259M.

  • 1,183 institutional investors held Uber (UBER) as of Q1 2023, up from 1,117 in Q4 2022.
  • Funds reported $48.5B of Uber stock for Q1 2023, up 31% quarter-over-quarter.
  • 181 funds opened new Uber positions in Q1 2023 and 96 closed out, a net change of +85 holders.
  • The largest Uber buyer in Q1 2023 was JP Morgan Chase, an estimated $1,000M added.
  • The largest Uber seller in Q1 2023 was Citadel Advisors, an estimated $259M sold.

Based on aggregated 13F filings for Q1 2023.