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1,092 hedge funds and large institutions have $63.3B invested in Uber in 2021 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 495 increasing their positions, 302 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 302

16% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 117

4% more funds holding in top 10

Funds holding in top 10: 8083 (+3)

0.49% more ownership

Funds ownership: 74.61%75.09% (+0.49%)

0% more funds holding

Funds holding: 1,0871,092 (+5)

5% less call options, than puts

Call options by funds: $4.34B | Put options by funds: $4.57B

10% less capital invested

Capital invested by funds: $70.2B → $63.3B (-$6.95B)

Holders
1,092
Holders Change
+5
Holders Change %
+0.46%
% of All Funds
19.12%
Holding in Top 10
83
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.75%
% of All Funds
1.45%
New
136
Increased
495
Reduced
302
Closed
117
Calls
$4.34B
Puts
$4.57B
Net Calls
-$236M
Net Calls Change
-$399M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
876
Trek Financial
Arizona
$231K +$48.5K +1,110 +27%
BCM
877
Bluefin Capital Management
New York
$231K +$225K +5,153 New
OWA
878
Opal Wealth Advisors
New York
$230K -$4.54K -104 -2%
TF
879
TRH Financial
Iowa
$230K -$3.85K -88 -2%
AWE
880
Avidian Wealth Enterprises
Texas
$230K +$224K +5,128 New
CBA
881
Coastal Bridge Advisors
Connecticut
$228K
FDS
882
First Dallas Securities
Texas
$228K +$28.4K +650 +15%
SCM
883
Sterneck Capital Management
Missouri
$228K +$222K +5,090 New
HB
884
Homrich & Berg
Georgia
$224K -$238K -5,437 -52%
AHB
885
Abner Herrman & Brock
New Jersey
$224K -$109K -2,500 -33%
BSW
886
Buckingham Strategic Wealth
Missouri
$224K -$8.3K -190 -4%
LCS
887
Levin Capital Strategies
New York
$224K +$218K +5,000 New
SWMP
888
Signature Wealth Management Partners
New Jersey
$222K +$41.5K +950 +24%
JIP
889
Jaffetilchin Investment Partners
Florida
$219K -$117K -2,674 -35%
EWM
890
Executive Wealth Management
Michigan
$219K -$30.6K -701 -13%
CC
891
Cornerstone Capital
California
$217K +$17.3K +395 +9%
EWA
892
Evolution Wealth Advisors
Florida
$216K +$62.2K +1,423 +42%
ASFA
893
All Season Financial Advisors
Colorado
$215K +$210K +4,804 New
TFGT
894
TS Financial Group (TSFG)
Illinois
$213K +$3.8K +87 +2%
BCM
895
Blume Capital Management
California
$213K +$13.1K +300 +7%
MS
896
Maven Securities
Jersey
$212K +$207K +4,730 New
CPA
897
Clear Perspective Advisors
Illinois
$211K +$4.37K +100 +2%
SG
898
StoneX Group
New York
$211K +$206K +4,715 New
CIAS
899
Capital Investment Advisory Services
North Carolina
$206K +$743 +17 +0.4%
QWM
900
Quaker Wealth Management
New Jersey
$206K +$201K +4,597 New

UBER Hedge Fund Activity: Q3 2021 in Review

1,092 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q3 2021, worth a combined $63.3B — down 9.9% from $70.2B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new UBER positions and 117 closed out — a net gain of 19 holders — while 495 added to existing stakes and 302 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $634M. The largest seller was SB Investment Advisers (UK), cutting an estimated $1.97B.

  • 1,092 institutional investors held Uber (UBER) as of Q3 2021, up from 1,087 in Q2 2021.
  • Funds reported $63.3B of Uber stock for Q3 2021, down 9.9% quarter-over-quarter.
  • 136 funds opened new Uber positions in Q3 2021 and 117 closed out, a net change of +19 holders.
  • The largest Uber buyer in Q3 2021 was Fidelity Investments, an estimated $634M added.
  • The largest Uber seller in Q3 2021 was SB Investment Advisers (UK), an estimated $1.97B sold.

Based on aggregated 13F filings for Q3 2021.