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1,369 hedge funds and large institutions have $72.9B invested in Uber in 2023 Q3 according to their latest regulatory filings, with 183 funds opening new positions, 568 increasing their positions, 424 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 115

34% more repeat investments, than reductions

Existing positions increased: 568 | Existing positions reduced: 424

11% more funds holding in top 10

Funds holding in top 10: 100111 (+11)

9% more capital invested

Capital invested by funds: $66.7B → $72.9B (+$6.25B)

4% more funds holding

Funds holding: 1,3141,369 (+55)

1.11% more ownership

Funds ownership: 76.4%77.51% (+1.1%)

6% less call options, than puts

Call options by funds: $2.58B | Put options by funds: $2.76B

Holders
1,369
Holders Change
+55
Holders Change %
+4.19%
% of All Funds
21.73%
Holding in Top 10
111
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11%
% of All Funds
1.76%
New
183
Increased
568
Reduced
424
Closed
115
Calls
$2.58B
Puts
$2.76B
Net Calls
-$174M
Net Calls Change
-$238M
Name Holding Trade Value Shares
Change
Change in
Stake
AGAM
776
Audent Global Asset Management
California
$834K -$2.06K -45 -0.2%
PWA
777
Providence Wealth Advisors
Illinois
$834K
CAM
778
CenterStar Asset Management
Illinois
$826K +$820K +17,951 New
SF
779
Summit Financial
New Jersey
$825K -$108K -2,370 -12%
KOC
780
Koss-Olinger Consulting
Florida
$820K
AA
781
Axiom Advisory
California
$816K
MNBTD
782
Moody National Bank Trust Division
Texas
$815K +$119K +2,595 +17%
ZIG
783
Zullo Investment Group
Pennsylvania
$815K +$24K +525 +3%
BHBT
784
Burke & Herbert Bank & Trust
Virginia
$814K
WC
785
Weil Company
California
$811K -$291K -6,378 -27%
BCI
786
Brinker Capital Investments
Pennsylvania
$811K +$145K +3,173 +22%
OPS
787
Orion Portfolio Solutions
Nebraska
$811K +$145K +3,173 +22%
VA
788
Vident Advisory
Georgia
$810K +$805K +17,618 New
CCP
789
Carmel Capital Partners
California
$809K +$740K +16,192 +1,156%
EWA
790
EP Wealth Advisors
California
$803K -$1.88M -41,220 -70%
NICM
791
Neo Ivy Capital Management
New York
$802K +$416K +9,114 +110%
AIM
792
Anchor Investment Management
South Carolina
$796K +$585K +12,811 +285%
PA
793
PSI Advisors
Florida
$795K -$49.3K -1,079 -6%
BFA
794
Benedict Financial Advisors
Georgia
$794K +$527K +11,530 +201%
JWM
795
Jeppson Wealth Management
California
$786K -$8.91K -195 -1%
CCM
796
CAAS Capital Management
New York
$784K +$779K +17,045 New
TFA
797
Toth Financial Advisory
Virginia
$781K +$295K +6,448 +61%
QI
798
Qtron Investments
Massachusetts
$775K +$770K +16,853 New
ASC
799
Atalanta Sosnoff Capital
New York
$764K -$3.65K -80 -0.5%
EI
800
Ellevest Inc
New York
$764K -$10.5K -229 -1%

UBER Hedge Fund Activity: Q3 2023 in Review

1,369 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q3 2023, worth a combined $72.9B — up 9.4% from $66.7B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new UBER positions and 115 closed out — a net gain of 68 holders — while 568 added to existing stakes and 424 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $1.31B. The largest seller was Morgan Stanley, cutting an estimated $901M.

  • 1,369 institutional investors held Uber (UBER) as of Q3 2023, up from 1,314 in Q2 2023.
  • Funds reported $72.9B of Uber stock for Q3 2023, up 9.4% quarter-over-quarter.
  • 183 funds opened new Uber positions in Q3 2023 and 115 closed out, a net change of +68 holders.
  • The largest Uber buyer in Q3 2023 was Capital Research Global Investors, an estimated $1.31B added.
  • The largest Uber seller in Q3 2023 was Morgan Stanley, an estimated $901M sold.

Based on aggregated 13F filings for Q3 2023.