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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
SHGA
801
Sand Hill Global Advisors
California
$395K +$6.44K +203 +2%
DT
802
Diversified Trust
Tennessee
$388K +$59.5K +1,876 +18%
PI
803
PFG Investments
New York
$384K +$384K +12,102 New
API
804
Advisor Partners II
California
$383K +$383K +12,085 New
QCIG
805
Quad-Cities Investment Group
Iowa
$382K -$31.7K -1,000 -8%
IC
806
Iconiq Capital
California
$382K
SW
807
SkyOak Wealth
Michigan
$381K +$159 +5 +0%
FHA
808
Flagship Harbor Advisors
Massachusetts
$380K -$11.3K -355 -3%
V
809
ViaWealth
Kansas
$379K +$89.6K +2,825 +31%
OPWM
810
Oxinas Partners Wealth Management
Indiana
$378K -$5.84K -184 -2%
SC
811
Sepio Capital
Utah
$375K -$304K -9,594 -45%
GW
812
GW & Wade
Massachusetts
$375K -$8.5K -268 -2%
LJAC
813
L.J. Altfest & Co
New York
$372K +$372K +11,743 New
EF
814
Empowered Funds
Pennsylvania
$372K +$372K +11,727 New
PCA
815
Pallas Capital Advisors
Massachusetts
$371K +$40.8K +1,286 +12%
MOS
816
MGO One Seven
Ohio
$370K +$13.9K +437 +4%
BFEC
817
Benjamin F. Edwards & Company
Missouri
$365K -$58.8K -1,853 -14%
RIA
818
Realta Investment Advisors
Delaware
$362K -$1.01K -32 -0.3%
SCM
819
Sterneck Capital Management
Missouri
$362K +$80.2K +2,530 +29%
DCM
820
Driehaus Capital Management
Illinois
$360K +$360K +11,346 New
QPBE
821
Quintet Private Bank (Europe)
Luxembourg
$359K +$360K +11,340 New
AAS
822
Avantax Advisory Services
Texas
$359K -$22.9K -721 -6%
CGH
823
Crossmark Global Holdings
Texas
$359K -$2.7K -85 -0.7%
GT
824
Glenview Trust
Kentucky
$358K +$32.8K +1,035 +10%
AAS
825
Ameritas Advisory Services
Nebraska
$358K -$108K -3,402 -23%

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.