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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
GGS
801
Galvin Gaustad & Stein
Arizona
$1.11M +$78.5K +1,500 +9%
BJL
802
Brighton Jones LLC
Washington
$1.1M +$213K +4,073 +30%
BFA
803
Benedict Financial Advisors
Georgia
$1.1M +$27.4K +524 +3%
GRP
804
Global Retirement Partners
California
$1.09M +$16.5K +315 +2%
AA
805
Axiom Advisory
California
$1.09M
SIA
806
Sit Investment Associates
Minnesota
$1.09M -$51.8K -990 -5%
BHBT
807
Burke & Herbert Bank & Trust
Virginia
$1.09M
ZIG
808
Zullo Investment Group
Pennsylvania
$1.09M -$4.18K -80 -0.5%
WC
809
Weil Company
California
$1.09M
HFM
810
Harvest Fund Management
China
$1.07M +$178K +3,397 +24%
WA
811
Wealth Alliance
New York
$1.07M -$140K -2,669 -13%
SSA
812
Schonfeld Strategic Advisors
New York
$1.07M +$540K +10,329 +147%
DCM
813
Driehaus Capital Management
Illinois
$1.07M -$917K -17,533 -50%
AO
814
Advisor OS
Illinois
$1.06M -$124K -2,374 -12%
SVCP
815
Silicon Valley Capital Partners
California
$1.06M +$97.6K +1,865 +12%
NIWA
816
New Insight Wealth Advisors
California
$1.06M +$901K +17,223 New
SAM
817
Silvercrest Asset Management
New York
$1.05M +$895K +17,113 New
JWM
818
Jeppson Wealth Management
California
$1.04M -$6.17K -118 -0.7%
JF
819
Jump Financial
Illinois
$1.04M +$887K +16,946 New
ACM
820
Absolute Capital Management
Pennsylvania
$1.04M -$131K -2,500 -13%
PA
821
PSI Advisors
Florida
$1.04M -$20.9K -400 -2%
SIA
822
Schechter Investment Advisors
Michigan
$1.03M +$373K +7,134 +74%
TFA
823
Toth Financial Advisory
Virginia
$1.02M -$18.3K -350 -2%
KWA
824
Kingswood Wealth Advisors
California
$1.02M +$867K +16,567 New
ASC
825
Atalanta Sosnoff Capital
New York
$1.01M -$8.63K -165 -1%

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.