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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
SPM
851
Symmetry Peak Management
Pennsylvania
$317K +$317K +10,000 New
MAWA
852
Moss Adams Wealth Advisors
Washington
$317K +$2.38K +75 +0.8%
CHAM
853
Clear Harbor Asset Management
Connecticut
$316K +$58.7K +1,850 +23%
VLC
854
Van Leeuwen & Company
New Jersey
$314K
BP
855
Ballentine Partners
Massachusetts
$312K +$42.2K +1,329 +16%
LFA
856
Lauterbach Financial Advisors
Texas
$307K
TC
857
TownSquare Capital
Utah
$306K +$306K +9,656 New
CL
858
Choreo LLC
Illinois
$303K +$303K +9,565 New
RWMG
859
Redwood Wealth Management Group
New Jersey
$302K +$15.9K +500 +6%
CW
860
CreativeOne Wealth
Kansas
$301K +$301K +9,485 New
AWM
861
Axxcess Wealth Management
California
$300K
AA
862
ALPS Advisors
Colorado
$298K +$28.4K +896 +11%
BCM
863
BTC Capital Management
Iowa
$294K -$571 -18 -0.2%
VVP
864
Venture Visionary Partners
Ohio
$293K -$5.84K -184 -2%
AC
865
AlphaCore Capital
California
$292K +$292K +9,218 New
AWA
866
Arete Wealth Advisors
Illinois
$292K -$38.5K -1,214 -12%
ICG
867
InterOcean Capital Group
Tennessee
$288K -$68.9K -2,173 -19%
CP
868
Covenant Partners
Tennessee
$287K +$288K +9,068 New
QPWM
869
Quadrant Private Wealth Management
Pennsylvania
$287K -$634 -20 -0.2%
WCG
870
Weaver Consulting Group
California
$286K -$4.76K -150 -2%
UAM
871
Unison Asset Management
Florida
$285K
GWCM
872
Godshalk Welsh Capital Management
Pennsylvania
$284K
PVI
873
Pine Valley Investments
New Jersey
$283K +$244K +7,677 New
AC
874
AXQ Capital
New Jersey
$283K +$283K +8,931 New
TM
875
Tiger Management
New York
$283K -$1.9M -59,976 -87%

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.