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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
MSAM
826
Moloney Securities Asset Management
Missouri
$1.01M +$857K +16,375 New
GIS
827
Grayhawk Investment Strategies
Alberta, Canada
$1M +$853K +16,300 New
TSWM
828
Tyler-Stone Wealth Management
Ohio
$1M +$219K +4,180 +35%
FGI
829
Foresight Global Investors
New York
$999K -$282K -5,395 -25%
ZF
830
Zega Financial
Florida
$994K +$845K +16,152 New
DT
831
Diversified Trust
Tennessee
$989K +$24.8K +475 +3%
MNBTD
832
Moody National Bank Trust Division
Texas
$972K -$102K -1,944 -11%
VAS
833
Vestmark Advisory Solutions
Massachusetts
$972K +$108K +2,062 +15%
EI
834
Ellevest Inc
New York
$967K -$46.6K -891 -5%
AF
835
Allworth Financial
California
$966K +$94.7K +1,810 +13%
RA
836
Resolute Advisors
California
$965K -$172K -3,283 -17%
OS
837
Objectivity Squared
South Carolina
$964K +$819K +15,656 New
FCH
838
Freestone Capital Holdings
Washington
$961K +$51.3K +981 +7%
CIBC Private Wealth Group
839
CIBC Private Wealth Group
Georgia
$959K +$336K +6,426 +70%
BL
840
Balentine LLC
Georgia
$955K +$164K +3,140 +25%
IG
841
ING Group
Netherlands
$952K -$7.1M -135,762 -90%
DIM
842
Delta Investment Management
California
$946K -$222K -4,236 -22%
CL
843
Choreo LLC
Illinois
$946K +$293K +5,599 +57%
VCM
844
Virtue Capital Management
Tennessee
$942K +$459K +8,782 +116%
RWP
845
Revolve Wealth Partners
New Jersey
$937K +$7.64K +146 +1%
DWT
846
Dorsey & Whitney Trust
South Dakota
$937K +$44.7K +855 +6%
ST
847
Sabal Trust
Florida
$934K -$262 -5 -0%
WFAG
848
Worth Financial Advisory Group
North Carolina
$932K -$523 -10 -0.1%
WT
849
Whittier Trust
California
$925K -$56K -1,071 -7%
SQA
850
Simon Quick Advisors
New Jersey
$919K +$328K +6,270 +72%

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.