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1,369 hedge funds and large institutions have $72.9B invested in Uber in 2023 Q3 according to their latest regulatory filings, with 183 funds opening new positions, 568 increasing their positions, 424 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 115

34% more repeat investments, than reductions

Existing positions increased: 568 | Existing positions reduced: 424

11% more funds holding in top 10

Funds holding in top 10: 100111 (+11)

9% more capital invested

Capital invested by funds: $66.7B → $72.9B (+$6.25B)

4% more funds holding

Funds holding: 1,3141,369 (+55)

1.11% more ownership

Funds ownership: 76.4%77.51% (+1.1%)

6% less call options, than puts

Call options by funds: $2.58B | Put options by funds: $2.76B

Holders
1,369
Holders Change
+55
Holders Change %
+4.19%
% of All Funds
21.73%
Holding in Top 10
111
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11%
% of All Funds
1.76%
New
183
Increased
568
Reduced
424
Closed
115
Calls
$2.58B
Puts
$2.76B
Net Calls
-$174M
Net Calls Change
-$238M
Name Holding Trade Value Shares
Change
Change in
Stake
EFMC
926
Empire Financial Management Company
New York
$483K -$228K -5,000 -32%
G
927
Greycroft
New York
$483K +$480K +10,500 New
FCA
928
FLC Capital Advisors
California
$474K -$105K -2,300 -18%
EWM
929
EPG Wealth Management
Georgia
$474K +$19.1K +419 +4%
SW
930
SteelPeak Wealth
California
$473K -$4.43K -97 -0.9%
WA
931
Wealth Advisors
California
$472K +$89.6K +1,962 +24%
MFA
932
Morling Financial Advisors
California
$471K
CHAM
933
Clear Harbor Asset Management
Connecticut
$468K -$4.57K -100 -1%
TC
934
Telemus Capital
Michigan
$467K +$128K +2,794 +38%
MAWA
935
Moss Adams Wealth Advisors
Washington
$466K +$6.67K +146 +1%
SWA
936
Strata Wealth Advisors
Texas
$466K +$463K +10,133 New
AIA
937
Angeles Investment Advisors
California
$465K +$461K +10,101 New
AFP
938
Ausdal Financial Partners
Iowa
$463K +$2.38K +52 +0.5%
CPM
939
Connective Portfolio Management
New York
$460K -$411K -9,000 -47%
FMLI
940
Fukoku Mutual Life Insurance
Japan
$460K +$457K +10,000 New
BWM
941
Bulltick Wealth Management
Florida
$450K -$46K -1,007 -9%
CL
942
Choreo LLC
Illinois
$449K +$9.87K +216 +2%
ONB
943
Old National Bancorp
Indiana
$448K +$14.2K +311 +3%
HCA
944
Harbour Capital Advisors
Virginia
$447K +$148K +3,230 +50%
LFA
945
Lauterbach Financial Advisors
Texas
$445K
KWM
946
Kingsview Wealth Management
Oregon
$444K +$149K +3,254 +51%
SIA
947
Schechter Investment Advisors
Michigan
$443K +$185K +4,040 +72%
ABLA
948
Alan B. Lancz & Associates
Ohio
$442K -$32K -700 -7%
LJAC
949
L.J. Altfest & Co
New York
$441K -$205K -4,486 -32%
WTB
950
Washington Trust Bank
Washington
$436K +$29.7K +650 +7%

UBER Hedge Fund Activity: Q3 2023 in Review

1,369 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q3 2023, worth a combined $72.9B — up 9.4% from $66.7B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new UBER positions and 115 closed out — a net gain of 68 holders — while 568 added to existing stakes and 424 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $1.31B. The largest seller was Morgan Stanley, cutting an estimated $901M.

  • 1,369 institutional investors held Uber (UBER) as of Q3 2023, up from 1,314 in Q2 2023.
  • Funds reported $72.9B of Uber stock for Q3 2023, up 9.4% quarter-over-quarter.
  • 183 funds opened new Uber positions in Q3 2023 and 115 closed out, a net change of +68 holders.
  • The largest Uber buyer in Q3 2023 was Capital Research Global Investors, an estimated $1.31B added.
  • The largest Uber seller in Q3 2023 was Morgan Stanley, an estimated $901M sold.

Based on aggregated 13F filings for Q3 2023.