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1,713 hedge funds and large institutions have $131B invested in Uber in 2024 Q1 according to their latest regulatory filings, with 291 funds opening new positions, 622 increasing their positions, 619 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 291 | Existing positions closed: 103

16% more capital invested

Capital invested by funds: $113B → $131B (+$18.3B)

11% more funds holding

Funds holding: 1,5501,713 (+163)

0% more repeat investments, than reductions

Existing positions increased: 622 | Existing positions reduced: 619

0% more funds holding in top 10

Funds holding in top 10: 9494 (0)

0% less call options, than puts

Call options by funds: $4.21B | Put options by funds: $4.23B

6.92% less ownership

Funds ownership: 89.01%82.09% (-6.9%)

Holders
1,713
Holders Change
+163
Holders Change %
+10.52%
% of All Funds
24.68%
Holding in Top 10
94
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.35%
New
291
Increased
622
Reduced
619
Closed
103
Calls
$4.21B
Puts
$4.23B
Net Calls
-$16.6M
Net Calls Change
+$306M
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
601
Independent Financial Group
California
$4.56M -$162K -2,253 -4%
CIA
602
Concurrent Investment Advisors
Florida
$4.55M -$749K -10,440 -15%
PWM
603
Perigon Wealth Management
California
$4.55M -$588K -8,186 -12%
Northwestern Mutual Wealth Management
604
Northwestern Mutual Wealth Management
Wisconsin
$4.51M -$525K -7,307 -11%
MG
605
Markel Group
Virginia
$4.47M +$933K +13,000 +29%
PWP
606
Pursue Wealth Partners
California
$4.41M
BJL
607
Brighton Jones LLC
Washington
$4.37M +$2.79M +38,904 +218%
ACM
608
Alcosta Capital Management
California
$4.34M +$4.05M +56,397 New
CAM
609
Crestone Asset Management
Colorado
$4.34M -$462K -6,430 -10%
SA
610
SAM Advisors
California
$4.33M -$259K -3,615 -6%
CD
611
Chapin Davis
Maryland
$4.31M +$4.02M +55,983 New
IRAG
612
Investment Research & Advisory Group
Georgia
$4.29M -$90.5K -1,261 -2%
HFS
613
Hantz Financial Services
Michigan
$4.28M -$74.6K -1,039 -2%
AWM
614
Avitas Wealth Management
California
$4.23M -$7.46K -104 -0.2%
NB
615
NBT Bank
New York
$4.22M +$48.5K +676 +1%
BS
616
Banco Santander
Spain
$4.22M +$589K +8,200 +18%
TGM
617
Tenzing Global Management
California
$4.2M -$8.65M -120,500 -69%
BIP
618
Bouvel Investment Partners
Pennsylvania
$4.18M -$44.6K -622 -1%
BA
619
Birinyi Associates
Connecticut
$4.18M +$18.2K +253 +0.5%
IMCOOI
620
Investment Management Corp of Ontario (IMCO)
Canada
$4.17M +$805K +11,218 +26%
ETCM
621
Evolutionary Tree Capital Management
Virginia
$4.16M -$25.2K -351 -0.6%
OCM
622
Octahedron Capital Management
California
$4.16M -$5.46M -76,000 -58%
MA
623
Modus Advisors
Minnesota
$4.16M +$230K +3,204 +6%
TG
624
TCW Group
California
$4.14M -$545K -7,596 -12%
RIM
625
Rakuten Investment Management
Japan
$4.14M +$3.4M +47,367 +741%

UBER Hedge Fund Activity: Q1 2024 in Review

1,713 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q1 2024, worth a combined $131B — up 16% from $113B a quarter earlier.

Buyers outnumbered sellers: 291 funds opened new UBER positions and 103 closed out — a net gain of 188 holders — while 622 added to existing stakes and 619 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $718M. The largest seller was Morgan Stanley, cutting an estimated $10.1B.

  • 1,713 institutional investors held Uber (UBER) as of Q1 2024, up from 1,550 in Q4 2023.
  • Funds reported $131B of Uber stock for Q1 2024, up 16% quarter-over-quarter.
  • 291 funds opened new Uber positions in Q1 2024 and 103 closed out, a net change of +188 holders.
  • The largest Uber buyer in Q1 2024 was T. Rowe Price Associates, an estimated $718M added.
  • The largest Uber seller in Q1 2024 was Morgan Stanley, an estimated $10.1B sold.

Based on aggregated 13F filings for Q1 2024.