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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
TC
926
Telemus Capital
Michigan
$705K +$67.6K +1,293 +13%
SW
927
SteelPeak Wealth
California
$692K +$49.5K +946 +9%
TFCP
928
Twin Focus Capital Partners
Massachusetts
$690K
KOC
929
Koss-Olinger Consulting
Florida
$687K -$349K -6,677 -37%
WAM
930
Weiss Asset Management
Massachusetts
$687K +$583K +11,150 New
HIA
931
Harbor Investment Advisory
Maryland
$686K +$194K +3,715 +50%
AWM
932
Avaii Wealth Management
Wisconsin
$681K -$106K -2,026 -15%
AWA
933
Arkadios Wealth Advisors
Georgia
$681K +$11.6K +222 +2%
EWM
934
Empirical Wealth Management
Washington
$681K +$578K +11,055 New
WWP
935
Waypoint Wealth Partners
California
$680K
CC
936
Corton Capital
Ontario, Canada
$676K -$753K -14,391 -57%
MCCP
937
Mission Creek Capital Partners
California
$675K -$88K -1,683 -13%
IWS
938
Integrity Wealth Solutions
Colorado
$675K +$573K +10,957 New
FA
939
FDx Advisors
Illinois
$672K -$110K -2,106 -16%
GSC
940
Grey Street Capital
Illinois
$671K +$1.88K +36 +0.3%
BBP
941
Banco BTG Pactual
Brazil
$669K +$554K +10,597 New
RWMG
942
Redwood Wealth Management Group
New Jersey
$667K -$74.5K -1,425 -12%
PL
943
Perpetual Ltd
Australia
$667K +$258K +4,941 +84%
CCM
944
Coldstream Capital Management
Washington
$664K +$564K +10,778 New
MAWA
945
Moss Adams Wealth Advisors
Washington
$662K +$32.5K +622 +6%
FCBT
946
First Citizens Bank & Trust
North Carolina
$662K -$8.79K -168 -2%
TPWA
947
Twin Peaks Wealth Advisors
California
$656K +$557K +10,656 New
B
948
BloombergSen
Ontario, Canada
$655K -$252K -4,817 -31%
FTIS
949
First Trust Investment Solutions
Florida
$651K +$553K +10,576 New
FFA
950
Farther Finance Advisors
California
$650K +$321K +6,144 +139%

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.