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1,087 hedge funds and large institutions have $70.2B invested in Uber in 2021 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 501 increasing their positions, 279 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 501 | Existing positions reduced: 279

1% more funds holding in top 10

Funds holding in top 10: 7980 (+1)

5% more call options, than puts

Call options by funds: $3.68B | Put options by funds: $3.52B

1% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 135

1% less funds holding

Funds holding: 1,0941,087 (-7)

1.3% less ownership

Funds ownership: 75.91%74.61% (-1.3%)

9% less capital invested

Capital invested by funds: $76.9B → $70.2B (-$6.68B)

Holders
1,087
Holders Change
-7
Holders Change %
-0.64%
% of All Funds
18.92%
Holding in Top 10
80
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.27%
% of All Funds
1.39%
New
136
Increased
501
Reduced
279
Closed
135
Calls
$3.68B
Puts
$3.52B
Net Calls
+$163M
Net Calls Change
-$741M
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
976
Glassman Wealth Services
Virginia
$24K -$14K -268 -36%
CA
977
Crewe Advisors
Utah
$24K +$5.22K +100 +26%
MA
978
Modus Advisors
Minnesota
$24K +$25.3K +484 New
PFBT
979
Parkside Financial Bank & Trust
Missouri
$23K -$5.69K -109 -19%
PAI
980
Pittenger & Anderson Inc
Nebraska
$23K +$22.5K +430 +2,150%
TFIPS
981
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.6K
TFA
982
Toth Financial Advisory
Virginia
$21K -$3.92K -75 -15%
BWA
983
BDO Wealth Advisors
Florida
$21K +$4.91K +94 +29%
TPCW
984
TD Private Client Wealth
New York
$20.4K +$5.75K +110 +37%
CT
985
Caldwell Trust
Florida
$20K
CPWM
986
Cypress Point Wealth Management
Texas
$20K -$425K -8,133 -95%
MFA
987
McClarren Financial Advisors
Pennsylvania
$20K
EI
988
Ellevest Inc
New York
$19K -$47K -900 -71%
TC
989
Trust Company
Kansas
$19K
PG
990
Proffitt & Goodson
Tennessee
$18K
SIAP
991
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K
BWP
992
Baldwin Wealth Partners
Massachusetts
$17K
BMD
993
Better Money Decisions
New Mexico
$17K
CAL
994
Capital Advisors Ltd
Ohio
$17K
KTC
995
Kistler-Tiffany Companies
Pennsylvania
$17K
AssetMark Inc
996
AssetMark Inc
California
$17K +$470 +9 +3%
MA
997
Montag & Associates
Georgia
$17K +$9.56K +183 +116%
SIM
998
Sonora Investment Management
Arizona
$16K +$3.45K +66 +26%
LWA
999
Lenox Wealth Advisors
New York
$15K -$6.68K -128 -30%
CHC
1000
City Holding Co
West Virginia
$15K

UBER Hedge Fund Activity: Q2 2021 in Review

1,087 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q2 2021, worth a combined $70.2B — down 8.7% from $76.9B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new UBER positions and 135 closed out — a net gain of 1 holder — while 501 added to existing stakes and 279 trimmed.

The largest buyer was Vanguard Group, adding an estimated $477M. The largest seller was SB Investment Advisers (UK), cutting an estimated $2.88B.

  • 1,087 institutional investors held Uber (UBER) as of Q2 2021, down from 1,094 in Q1 2021.
  • Funds reported $70.2B of Uber stock for Q2 2021, down 8.7% quarter-over-quarter.
  • 136 funds opened new Uber positions in Q2 2021 and 135 closed out, a net change of +1 holder.
  • The largest Uber buyer in Q2 2021 was Vanguard Group, an estimated $477M added.
  • The largest Uber seller in Q2 2021 was SB Investment Advisers (UK), an estimated $2.88B sold.

Based on aggregated 13F filings for Q2 2021.