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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
IAIM
901
International Assets Investment Management
Florida
$244K -$52.6K -1,658 -18%
CIBC Private Wealth Group
902
CIBC Private Wealth Group
Georgia
$240K +$240K +7,570 New
SF
903
Synovus Financial
Georgia
$240K -$31.6K -995 -12%
HS
904
HighVista Strategies
Massachusetts
$239K +$239K +7,530 New
LCS
905
Levin Capital Strategies
New York
$238K +$238K +7,500 New
SFG
906
Synergy Financial Group
California
$238K +$238K +7,495 New
SP
907
Successful Portfolios
Florida
$237K +$237K +7,483 New
PWM
908
Perigon Wealth Management
California
$235K +$236K +7,428 New
AWS
909
Aspen Wealth Strategies
Colorado
$235K +$236K +7,425 New
SMC
910
Smith, Moore & Co
Missouri
$235K +$235K +7,402 New
PWPS
911
Pinnacle Wealth Planning Services
Ohio
$234K +$234K +7,379 New
CCA
912
Cora Capital Advisors
New Jersey
$234K +$234K +7,371 New
KCM
913
Kennicott Capital Management
California
$233K +$233K +7,349 New
HA
914
Harbor Advisors
Florida
$231K -$213K -6,702 -48%
CAG
915
Csenge Advisory Group
Florida
$230K +$230K +7,256 New
WAP
916
Wealthcare Advisory Partners
Pennsylvania
$225K +$225K +7,083 New
YMRC
917
Yorktown Management & Research Company
Virginia
$224K +$225K +7,080 New
TC
918
Telemus Capital
Michigan
$224K -$224K -7,049 -50%
OPS
919
Orion Portfolio Solutions
Nebraska
$224K -$192K -6,046 -46%
BCI
920
Brinker Capital Investments
Pennsylvania
$224K +$224K +7,068 New
BTWM
921
Baker Tilly Wealth Management
Wisconsin
$222K +$222K +7,006 New
BWP
922
BSW Wealth Partners
Colorado
$222K +$222K +6,990 New
OTL
923
Oak Thistle LLC
New York
$220K +$220K +6,942 New
BPC
924
Banque Pictet & Cie
Switzerland
$220K +$220K +6,937 New
PNAA
925
Pictet North America Advisors
Switzerland
$220K +$220K +6,937 New

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.