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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
LFA
976
Lauterbach Financial Advisors
Texas
$596K
VT
977
Vise Technologies
New York
$587K +$257K +4,909 +106%
BOTOTLSJU
978
Board of Trustees of The Leland Stanford Junior University
California
$585K +$497K +9,509 New
LMKC
979
L.M. Kohn & Company
Ohio
$585K +$82.1K +1,570 +20%
NFC
980
Northeast Financial Consultants
Connecticut
$585K +$497K +9,500 New
LWA
981
Lineweaver Wealth Advisors
Ohio
$584K +$263K +5,018 +112%
CA
982
CoreCap Advisors
Michigan
$583K +$38.1K +729 +8%
CPC
983
Congress Park Capital
New York
$583K -$256K -4,892 -34%
SOS
984
Silver Oak Securities
Tennessee
$583K -$163K -3,109 -25%
GIA
985
Gladstone Institutional Advisory
Florida
$580K +$67.2K +1,284 +16%
EA
986
Everpar Advisors
Oklahoma
$580K +$492K +9,413 New
HCA
987
Harbour Capital Advisors
Virginia
$578K +$10.5K +200 +2%
DGAM
988
Desjardins Global Asset Management
Quebec, Canada
$575K +$6.64K +127 +1%
LI
989
Latash Investments
Alaska
$573K -$2.43M -46,498 -83%
WIS
990
Wright Investors Service
Connecticut
$567K
GWCM
991
Godshalk Welsh Capital Management
Pennsylvania
$566K
OBWG
992
Onyx Bridge Wealth Group
New York
$565K +$25.9K +495 +6%
PWPS
993
Pinnacle Wealth Planning Services
Ohio
$564K +$26.3K +502 +6%
CP
994
Covenant Partners
Tennessee
$558K
PWA
995
Providence Wealth Advisors
Illinois
$558K -$847K -16,182 -88%
OWA
996
Opal Wealth Advisors
New York
$555K +$7.85K +150 +2%
BWM
997
Bulltick Wealth Management
Florida
$553K -$41.7K -797 -8%
GSEP
998
Golden State Equity Partners
California
$552K +$14.8K +283 +3%
ABLA
999
Alan B. Lancz & Associates
Ohio
$548K -$36.6K -700 -7%
EWA
1000
Evolution Wealth Advisors
Florida
$547K -$17.2K -329 -4%

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.