We are live on ! Find out more

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
CA
976
CoreCap Advisors
Michigan
$402K +$5.99K +131 +2%
VF
977
VitalStone Financial
Texas
$402K -$57.3K -1,254 -14%
PWM
978
Prosperity Wealth Management
California
$402K +$23.6K +516 +6%
GSEP
979
Golden State Equity Partners
California
$400K +$397K +8,690 New
OBWG
980
Onyx Bridge Wealth Group
New York
$400K +$11.2K +245 +3%
PWPS
981
Pinnacle Wealth Planning Services
Ohio
$398K +$72.2K +1,580 +22%
SQA
982
Simon Quick Advisors
New Jersey
$398K +$61.4K +1,344 +18%
SFP
983
Sweet Financial Partners
Minnesota
$395K +$3.2K +70 +0.8%
FB
984
Fulton Bank
Pennsylvania
$395K +$72K +1,576 +22%
WDL
985
Well Done LLC
Michigan
$395K
EFS
986
Essex Financial Services
Connecticut
$393K +$25.4K +555 +7%
RA
987
RFG Advisory
Alabama
$393K +$390K +8,536 New
HSA
988
HBK Sorce Advisory
Pennsylvania
$387K +$385K +8,418 New
CW
989
CreativeOne Wealth
Kansas
$387K +$7.9K +173 +2%
GCIA
990
Gabelli & Co Investment Advisers
New York
$386K
VFA
991
Voya Financial Advisors
Connecticut
$381K +$377K +8,259 New
FCA
992
Fortis Capital Advisors
Kansas
$378K +$376K +8,230 New
GIA
993
Gladstone Institutional Advisory
Florida
$374K -$259K -5,675 -41%
VHAM
994
Van Hulzen Asset Management
California
$374K +$73.1K +1,600 +25%
BCM
995
BTC Capital Management
Iowa
$373K -$17.8K -390 -5%
QPWM
996
Quadrant Private Wealth Management
Pennsylvania
$372K -$43.9K -960 -11%
SMC
997
Smith, Moore & Co
Missouri
$371K +$17.4K +380 +5%
PWM
998
Palumbo Wealth Management
New York
$369K +$367K +8,030 New
BWP
999
BSW Wealth Partners
Colorado
$369K -$2.1K -46 -0.6%
AWA
1000
Artemis Wealth Advisors
New York
$368K

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.