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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
JF
726
Joule Financial
Kentucky
$1.51M -$56.7K -1,083 -4%
LOAMS
727
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.51M +$140K +2,680 +12%
BWP
728
Baldwin Wealth Partners
Massachusetts
$1.5M +$158K +3,020 +14%
WCM
729
Wunderlich Capital Managemnt
Tennessee
$1.5M +$58.3K +1,115 +5%
MWM
730
Moran Wealth Management
Florida
$1.49M +$297K +5,671 +31%
RF
731
Robbins Farley
New Hampshire
$1.49M -$242K -4,619 -16%
IWC
732
Integrated Wealth Concepts
Massachusetts
$1.49M -$205K -3,920 -14%
RIL
733
Rothschild Investment LLC
Illinois
$1.49M -$48.9K -935 -4%
NL
734
Navalign LLC
California
$1.48M -$26.7K -511 -2%
BFEC
735
Benjamin F. Edwards & Company
Missouri
$1.48M +$684K +13,072 +119%
WFC
736
Western Financial Corp
California
$1.47M -$373K -7,136 -23%
MAS
737
Meeder Advisory Services
Ohio
$1.47M +$76.9K +1,470 +7%
LTI
738
Laffer Tengler Investments
Tennessee
$1.44M +$99.7K +1,905 +9%
AWP
739
Accretive Wealth Partners
New Jersey
$1.42M -$19.6K -375 -2%
AIP
740
Ameritas Investment Partners
Nebraska
$1.42M +$1.2M +22,867 +11,787%
HVP
741
Hudson Value Partners
Florida
$1.41M -$339K -6,475 -22%
WF
742
WoodTrust Financial
Wisconsin
$1.41M -$942K -18,000 -44%
ACS
743
Archford Capital Strategies
Illinois
$1.4M -$306K -5,848 -20%
TFA
744
Teamwork Financial Advisors
Texas
$1.4M +$90.2K +1,724 +8%
LNWWM
745
Laird Norton Wetherby Wealth Management
California
$1.38M +$112K +2,140 +11%
AS
746
Altshuler Shaham
Israel
$1.38M -$1.92M -36,666 -62%
BG
747
Bollard Group
Massachusetts
$1.37M
AFG
748
Atomi Financial Group
New York
$1.37M +$1.16M +22,176 New
CGIM
749
Capital Group Investment Management
Singapore
$1.36M
HWM
750
HB Wealth Management
Georgia
$1.36M +$130K +2,484 +13%

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.