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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
EFMC
951
Empire Financial Management Company
New York
$646K
G
952
Greycroft
New York
$646K
SHGA
953
Sand Hill Global Advisors
California
$646K -$37.1K -709 -6%
SWA
954
SFMG Wealth Advisors
Texas
$646K -$212K -4,048 -28%
PPWP
955
Premier Path Wealth Partners
New Jersey
$643K +$547K +10,449 New
MIS
956
Morningstar Investment Services
Illinois
$642K +$293K +5,597 +122%
IAN
957
Integrated Advisors Network
Texas
$639K +$85.2K +1,629 +19%
PP
958
Peconic Partners
New York
$636K -$5.23M -100,000 -91%
LJAC
959
L.J. Altfest & Co
New York
$633K +$36K +688 +7%
V
960
ViaWealth
Kansas
$628K -$137K -2,625 -20%
FCA
961
FLC Capital Advisors
California
$628K -$5.28K -101 -1%
MYIA
962
Mount Yale Investment Advisors
Colorado
$628K +$533K +10,192 New
VSQM
963
V-Square Quantitative Management
Illinois
$625K +$531K +10,144 New
GSIAS
964
Garden State Investment Advisory Services
New Jersey
$621K +$40.8K +780 +8%
SWA
965
Strata Wealth Advisors
Texas
$618K -$5.39K -103 -1%
JWM
966
JFG Wealth Management
Colorado
$616K +$523K +10,000 New
VFA
967
Voya Financial Advisors
Connecticut
$614K +$76.7K +1,466 +18%
GGA
968
Granite Group Advisors
Connecticut
$613K +$414K +7,909 New
GCM
969
Greenland Capital Management
New York
$612K +$520K +9,946 New
BW
970
Bison Wealth
Georgia
$611K -$332K -6,347 -39%
AWA
971
Arete Wealth Advisors
Illinois
$610K +$52K +994 +11%
FI
972
Finivi Inc
Massachusetts
$607K +$516K +9,859 New
WIM
973
WealthPlan Investment Management
Nebraska
$602K +$40.7K +778 +9%
MTIM
974
Marathon Trading Investment Management
Pennsylvania
$600K +$510K +9,745 New
SC
975
Sepio Capital
Utah
$599K -$111K -2,113 -18%

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.