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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
OPWM
901
Oxinas Partners Wealth Management
Indiana
$769K -$29.6K -566 -4%
HSA
902
HBK Sorce Advisory
Pennsylvania
$769K +$213K +4,064 +48%
CA
903
Claro Advisors
Massachusetts
$767K +$19.5K +373 +3%
FAIM
904
Financial Advocates Investment Management
Washington
$766K -$14.9K -284 -2%
IA
905
IAM Advisory
Pennsylvania
$762K +$1.2K +23 +0.2%
SCM
906
Shelton Capital Management
Colorado
$750K -$792K -15,133 -55%
9WM
907
9258 Wealth Management
Ohio
$747K +$219K +4,185 +53%
FIM
908
Freedom Investment Management
Connecticut
$745K -$20.1K -385 -3%
KWM
909
Kingsview Wealth Management
Oregon
$745K +$129K +2,460 +26%
BOH
910
Bank of Hawaii
Hawaii
$745K +$633K +12,096 New
PTC
911
Private Trust Company
Ohio
$737K +$31.2K +596 +5%
HI
912
Horizon Investments
North Carolina
$736K +$49.5K +946 +9%
SIP
913
Stoneridge Investment Partners
Pennsylvania
$735K -$204K -3,909 -25%
DAS
914
Dynamic Advisor Solutions
Arizona
$734K +$20.7K +395 +3%
JPLA
915
Joseph P. Lucia & Associates
New York
$733K +$33.3K +637 +6%
NCFG
916
New Century Financial Group
New Jersey
$729K +$619K +11,840 New
VanEck Associates
917
VanEck Associates
New York
$727K +$3.66K +70 +0.6%
CAIMH
918
Central Asset Investments & Management Holdings
Hong Kong
$727K +$314K +6,000 +103%
IAIM
919
International Assets Investment Management
Florida
$723K +$116K +2,225 +23%
VVP
920
Venture Visionary Partners
Ohio
$720K +$42.3K +809 +7%
FF
921
Friedenthal Financial
New Jersey
$719K +$611K +11,680 New
AM
922
AGF Management
Ontario, Canada
$716K -$92.3K -1,764 -13%
MWVC
923
Morgens Waterfall Vintiadis & Co
New York
$714K +$607K +11,600 New
RA
924
RFG Advisory
Alabama
$713K +$160K +3,051 +36%
QCIG
925
Quad-Cities Investment Group
Iowa
$707K

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.