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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
BG
676
Bollard Group
Massachusetts
$725K +$32.6K +1,028 +5%
BEP
677
Brookside Equity Partners
Connecticut
$725K
VFA
678
Valeo Financial Advisors
Indiana
$714K +$47.3K +1,491 +7%
CFA
679
Compass Financial Advisors
Indiana
$710K +$107K +3,368 +18%
IAA
680
Independent Advisor Alliance
North Carolina
$709K -$281K -8,862 -28%
AWP
681
Accretive Wealth Partners
New Jersey
$705K +$17.5K +553 +3%
MAS
682
Meeder Advisory Services
Ohio
$705K +$366K +11,542 +108%
WANY
683
Wealthspire Advisors (New York)
New York
$700K +$700K +22,075 New
BOH
684
Bank of Hawaii
Hawaii
$698K -$2.92K -92 -0.4%
TWM
685
Tanager Wealth Management
United Kingdom
$697K -$53.3K -1,680 -7%
SYBT
686
Stock Yards Bank & Trust
Kentucky
$684K +$72.6K +2,289 +12%
PIC
687
PCJ Investment Counsel
Ontario, Canada
$682K -$507K -16,000 -43%
FF
688
Friedenthal Financial
New Jersey
$679K +$680K +21,429 New
MCM
689
MAI Capital Management
Ohio
$675K +$129K +4,070 +24%
SAG
690
SageView Advisory Group
California
$674K +$674K +21,256 New
Tudor Investment Corp
691
Tudor Investment Corp
Connecticut
$671K +$291K +9,159 +76%
CGIM
692
Capital Group Investment Management
Singapore
$670K -$111K -3,488 -14%
KeyBank National Association
693
KeyBank National Association
Ohio
$668K +$125K +3,941 +23%
CAM
694
Cresset Asset Management
Illinois
$668K +$101K +3,176 +18%
CPC
695
Congress Park Capital
New York
$668K +$147K +4,650 +28%
WG
696
Winton Group
United Kingdom
$667K +$667K +21,026 New
WEG
697
World Equity Group
Illinois
$663K -$575K -18,142 -71%
PCIA
698
Prime Capital Investment Advisors
Kansas
$653K -$68.6K -2,162 -9%
TAM
699
Titleist Asset Management
Texas
$648K +$649K +20,454 New
DP
700
Dearborn Partners
Illinois
$643K +$3.17K +100 +0.5%

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.