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1,550 hedge funds and large institutions have $113B invested in Uber in 2023 Q4 according to their latest regulatory filings, with 328 funds opening new positions, 550 increasing their positions, 510 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 328 | Existing positions closed: 122

55% more capital invested

Capital invested by funds: $72.9B → $113B (+$39.8B)

13% more funds holding

Funds holding: 1,3691,550 (+181)

11.5% more ownership

Funds ownership: 77.51%89.01% (+11%)

8% more repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 510

8% less call options, than puts

Call options by funds: $3.62B | Put options by funds: $3.94B

15% less funds holding in top 10

Funds holding in top 10: 11194 (-17)

Holders
1,550
Holders Change
+181
Holders Change %
+13.22%
% of All Funds
22.6%
Holding in Top 10
94
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.32%
% of All Funds
1.37%
New
328
Increased
550
Reduced
510
Closed
122
Calls
$3.62B
Puts
$3.94B
Net Calls
-$322M
Net Calls Change
-$148M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
701
Mendota Financial Group
Wisconsin
$1.68M -$49.7K -950 -3%
CG
702
Caprock Group
Idaho
$1.67M +$672K +12,840 +90%
TCM
703
Twin Capital Management
Pennsylvania
$1.67M +$1.42M +27,050 New
SIA
704
SkyView Investment Advisors
New Jersey
$1.67M -$223K -4,263 -14%
FBT
705
First Bank & Trust
South Dakota
$1.66M +$627K +11,982 +80%
BCA
706
Bray Capital Advisors
Florida
$1.66M
GCP
707
GSA Capital Partners
United Kingdom
$1.65M -$1.44M -27,611 -51%
FTDI
708
First Trust Direct Indexing
Massachusetts
$1.64M +$429K +8,207 +45%
JWCA
709
J.W. Cole Advisors
Florida
$1.63M -$1.3M -24,892 -48%
CFD
710
Creative Financial Designs
Indiana
$1.63M +$17.4K +333 +1%
JRP
711
Jasper Ridge Partners
California
$1.62M
BHCM
712
Brevan Howard Capital Management
Jersey
$1.61M +$988K +18,887 +260%
1WM
713
1858 Wealth Management
Ohio
$1.61M +$1.37M +26,136 New
BAM
714
Belpointe Asset Management
Nevada
$1.59M -$405K -7,750 -23%
SPC
715
Sigma Planning Corp
Michigan
$1.59M -$1.73M -33,127 -56%
RJT
716
Raymond James Trust
Florida
$1.59M -$246K -4,710 -15%
NFSG
717
Newbridge Financial Services Group
Florida
$1.58M +$278K +5,307 +26%
BCV
718
Banque Cantonale Vaudoise
Switzerland
$1.58M -$1.12M -21,475 -46%
PA
719
Profund Advisors
Maryland
$1.56M +$1.33M +25,376 New
IA
720
IFP Advisors
Florida
$1.56M -$112K -2,132 -8%
BFM
721
Boothbay Fund Management
New York
$1.56M -$772K -14,758 -37%
VA
722
Vident Advisory
Georgia
$1.54M +$384K +7,341 +42%
IWM
723
IHT Wealth Management
Illinois
$1.53M -$230K -4,391 -15%
WANY
724
Wealthspire Advisors (New York)
New York
$1.52M +$15.2K +290 +1%
SWM
725
SeaCrest Wealth Management
New York
$1.52M -$221K -4,217 -14%

UBER Hedge Fund Activity: Q4 2023 in Review

1,550 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q4 2023, worth a combined $113B — up 55% from $72.9B a quarter earlier.

Buyers outnumbered sellers: 328 funds opened new UBER positions and 122 closed out — a net gain of 206 holders — while 550 added to existing stakes and 510 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.88B. The largest seller was Jennison Associates, cutting an estimated $656M.

  • 1,550 institutional investors held Uber (UBER) as of Q4 2023, up from 1,369 in Q3 2023.
  • Funds reported $113B of Uber stock for Q4 2023, up 55% quarter-over-quarter.
  • 328 funds opened new Uber positions in Q4 2023 and 122 closed out, a net change of +206 holders.
  • The largest Uber buyer in Q4 2023 was Morgan Stanley, an estimated $5.88B added.
  • The largest Uber seller in Q4 2023 was Jennison Associates, an estimated $656M sold.

Based on aggregated 13F filings for Q4 2023.