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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
PAWA
726
Palo Alto Wealth Advisors
California
$564K
BHBT
727
Burke & Herbert Bank & Trust
Virginia
$561K
HF
728
HRT Financial
New York
$560K -$1.52M -47,821 -73%
FCAG
729
First Capital Advisors Group
New Jersey
$560K +$9.39K +296 +2%
WA
730
WP Advisors
California
$560K -$108K -3,400 -16%
AA
731
Axiom Advisory
California
$558K
6F
732
626 Financial
Michigan
$557K +$79.4K +2,503 +17%
SWA
733
SFMG Wealth Advisors
Texas
$557K +$17.7K +557 +3%
LOAMS
734
Lombard Odier Asset Management (Switzerland)
Switzerland
$556K +$556K +17,529 New
LNWWM
735
Laird Norton Wetherby Wealth Management
California
$554K +$99.3K +3,132 +22%
CM
736
CastleKnight Management
New York
$552K -$343K -10,800 -38%
CM
737
Caption Management
Oklahoma
$547K -$854K -26,909 -61%
BFG
738
Beacon Financial Group
Texas
$541K -$105K -3,309 -16%
BM
739
Brandywine Managers
Delaware
$539K +$539K +16,998 New
ASC
740
Atalanta Sosnoff Capital
New York
$529K +$106K +3,355 +25%
EI
741
Ellevest Inc
New York
$526K +$20.6K +649 +4%
EWM
742
Endowment Wealth Management
Wisconsin
$523K
HFM
743
Harvest Fund Management
China
$522K +$450K +14,176 +614%
MIC
744
Means Investment Company
Maine
$518K +$50.4K +1,589 +11%
VanEck Associates
745
VanEck Associates
New York
$515K -$29.1K -917 -5%
CC
746
Corton Capital
Ontario, Canada
$513K +$513K +16,188 New
CFG
747
Citizens Financial Group
Rhode Island
$513K -$192K -6,047 -27%
PA
748
PSI Advisors
Florida
$511K +$3.17K +100 +0.6%
AM
749
AGF Management
Ontario, Canada
$506K +$507K +15,973 New
EA
750
Emerald Advisers
Pennsylvania
$505K +$505K +15,920 New

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.