We are live on ! Find out more

1,369 hedge funds and large institutions have $72.9B invested in Uber in 2023 Q3 according to their latest regulatory filings, with 183 funds opening new positions, 568 increasing their positions, 424 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 115

34% more repeat investments, than reductions

Existing positions increased: 568 | Existing positions reduced: 424

11% more funds holding in top 10

Funds holding in top 10: 100111 (+11)

9% more capital invested

Capital invested by funds: $66.7B → $72.9B (+$6.25B)

4% more funds holding

Funds holding: 1,3141,369 (+55)

1.11% more ownership

Funds ownership: 76.4%77.51% (+1.1%)

6% less call options, than puts

Call options by funds: $2.58B | Put options by funds: $2.76B

Holders
1,369
Holders Change
+55
Holders Change %
+4.19%
% of All Funds
21.73%
Holding in Top 10
111
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11%
% of All Funds
1.76%
New
183
Increased
568
Reduced
424
Closed
115
Calls
$2.58B
Puts
$2.76B
Net Calls
-$174M
Net Calls Change
-$238M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
426
O'Shaughnessy Asset Management
Connecticut
$5.08M +$1.36M +29,855 +37%
PP
427
Peconic Partners
New York
$5.07M -$48.9M -1,070,107 -91%
LIP
428
Liontrust Investment Partners
United Kingdom
$5.06M -$2.19M -48,000 -30%
RCW
429
Rheos Capital Works
Japan
$5.06M +$5.03M +110,000 New
CBB
430
Citizens Business Bank
California
$4.87M -$175K -3,825 -3%
CI
431
Capital International
California
$4.87M -$33.4K -732 -0.7%
FA
432
Fagan Associates
New York
$4.86M +$704K +15,416 +17%
M&T Bank
433
M&T Bank
New York
$4.79M -$22.6K -494 -0.5%
CA
434
Cullinan Associates
Kentucky
$4.76M -$236K -5,163 -5%
Lazard Asset Management
435
Lazard Asset Management
New York
$4.71M -$3.42M -74,952 -42%
FACM
436
Forest Avenue Capital Management
Florida
$4.7M -$6.44M -140,900 -58%
CIS
437
Capital International Sarl
California
$4.66M +$363K +7,941 +9%
FAT
438
First American Trust
California
$4.65M -$105K -2,299 -2%
CG
439
Cutler Group
California
$4.61M +$1.65M +36,027 +56%
KPWS
440
Kestra Private Wealth Services
Texas
$4.6M +$617K +13,499 +16%
CAM
441
Crestone Asset Management
Colorado
$4.59M -$420K -9,183 -8%
ECU
442
Eisler Capital (US)
New York
$4.57M +$4.54M +99,402 New
AC
443
Asio Capital
Kentucky
$4.54M +$117K +2,567 +3%
FWC
444
First Washington Corp
Washington
$4.53M +$38.6K +845 +0.9%
CIM
445
Contrarius Investment Management
Jersey
$4.51M -$732K -16,016 -14%
GAM
446
Gotham Asset Management
New York
$4.49M -$1.27M -27,714 -22%
BAM
447
Boyar Asset Management
New York
$4.48M -$16.5K -361 -0.4%
BA
448
Ballast Advisors
Minnesota
$4.45M -$474K -10,376 -10%
AIM
449
Achmea Investment Management
Netherlands
$4.43M -$214K -4,684 -5%
UAM
450
UAS Asset Management
New York
$4.38M +$4.35M +95,327 New

UBER Hedge Fund Activity: Q3 2023 in Review

1,369 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q3 2023, worth a combined $72.9B — up 9.4% from $66.7B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new UBER positions and 115 closed out — a net gain of 68 holders — while 568 added to existing stakes and 424 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $1.31B. The largest seller was Morgan Stanley, cutting an estimated $901M.

  • 1,369 institutional investors held Uber (UBER) as of Q3 2023, up from 1,314 in Q2 2023.
  • Funds reported $72.9B of Uber stock for Q3 2023, up 9.4% quarter-over-quarter.
  • 183 funds opened new Uber positions in Q3 2023 and 115 closed out, a net change of +68 holders.
  • The largest Uber buyer in Q3 2023 was Capital Research Global Investors, an estimated $1.31B added.
  • The largest Uber seller in Q3 2023 was Morgan Stanley, an estimated $901M sold.

Based on aggregated 13F filings for Q3 2023.