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1,713 hedge funds and large institutions have $131B invested in Uber in 2024 Q1 according to their latest regulatory filings, with 291 funds opening new positions, 622 increasing their positions, 619 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 291 | Existing positions closed: 103

16% more capital invested

Capital invested by funds: $113B → $131B (+$18.3B)

11% more funds holding

Funds holding: 1,5501,713 (+163)

0% more repeat investments, than reductions

Existing positions increased: 622 | Existing positions reduced: 619

0% more funds holding in top 10

Funds holding in top 10: 9494 (0)

0% less call options, than puts

Call options by funds: $4.21B | Put options by funds: $4.23B

6.92% less ownership

Funds ownership: 89.01%82.09% (-6.9%)

Holders
1,713
Holders Change
+163
Holders Change %
+10.52%
% of All Funds
24.68%
Holding in Top 10
94
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.35%
New
291
Increased
622
Reduced
619
Closed
103
Calls
$4.21B
Puts
$4.23B
Net Calls
-$16.6M
Net Calls Change
+$306M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
851
Bosun Asset Management
Illinois
$1.47M +$1.37M +19,057 New
NRG
852
Nemes Rush Group
Michigan
$1.46M +$32.1K +447 +2%
FNBT
853
FineMark National Bank & Trust
Florida
$1.46M +$49.3K +687 +4%
GPFA
854
Game Plan Financial Advisors
Ohio
$1.46M -$121K -1,680 -8%
SQA
855
Simon Quick Advisors
New Jersey
$1.45M +$279K +3,893 +26%
TSWM
856
Tyler-Stone Wealth Management
Ohio
$1.42M +$160K +2,225 +14%
PWA
857
Providence Wealth Advisors
Illinois
$1.42M +$1.16M +16,182 +726%
SIM
858
Sentry Investment Management
Wisconsin
$1.41M
AA
859
Axiom Advisory
California
$1.4M +$35.1K +489 +3%
BWM
860
Bulltick Wealth Management
Florida
$1.4M +$653K +9,099 +101%
CWM
861
Congress Wealth Management
Massachusetts
$1.39M -$748K -10,423 -37%
XT
862
XTX Topco
Cayman Islands
$1.39M +$1.29M +18,031 New
SCTC
863
Sanibel Captiva Trust Company
Florida
$1.39M +$1.29M +18,007 New
GRP
864
Global Retirement Partners
California
$1.38M +$57.6K +803 +5%
MFG
865
Menard Financial Group
Texas
$1.38M +$367K +5,108 +40%
WFAG
866
Worth Financial Advisory Group
North Carolina
$1.38M +$200K +2,790 +18%
PL
867
Perpetual Ltd
Australia
$1.38M +$504K +7,024 +65%
MLM
868
Mount Lucas Management
Pennsylvania
$1.37M -$114K -1,594 -8%
OQS
869
Occudo Quantitative Strategies
Florida
$1.37M +$1.28M +17,781 New
QWM
870
Quadcap Wealth Management
Texas
$1.36M -$112K -1,559 -8%
BHBT
871
Burke & Herbert Bank & Trust
Virginia
$1.36M
WC
872
Weil Company
California
$1.35M -$11.2K -156 -0.9%
SW
873
SVB Wealth
Massachusetts
$1.34M -$2.43M -33,898 -66%
6F
874
626 Financial
Michigan
$1.33M -$71.8K -1,000 -5%
GCM
875
Gables Capital Management
Florida
$1.32M +$212K +2,950 +21%

UBER Hedge Fund Activity: Q1 2024 in Review

1,713 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q1 2024, worth a combined $131B — up 16% from $113B a quarter earlier.

Buyers outnumbered sellers: 291 funds opened new UBER positions and 103 closed out — a net gain of 188 holders — while 622 added to existing stakes and 619 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $718M. The largest seller was Morgan Stanley, cutting an estimated $10.1B.

  • 1,713 institutional investors held Uber (UBER) as of Q1 2024, up from 1,550 in Q4 2023.
  • Funds reported $131B of Uber stock for Q1 2024, up 16% quarter-over-quarter.
  • 291 funds opened new Uber positions in Q1 2024 and 103 closed out, a net change of +188 holders.
  • The largest Uber buyer in Q1 2024 was T. Rowe Price Associates, an estimated $718M added.
  • The largest Uber seller in Q1 2024 was Morgan Stanley, an estimated $10.1B sold.

Based on aggregated 13F filings for Q1 2024.