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1,713 hedge funds and large institutions have $131B invested in Uber in 2024 Q1 according to their latest regulatory filings, with 291 funds opening new positions, 622 increasing their positions, 619 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 291 | Existing positions closed: 103

16% more capital invested

Capital invested by funds: $113B → $131B (+$18.3B)

11% more funds holding

Funds holding: 1,5501,713 (+163)

0% more repeat investments, than reductions

Existing positions increased: 622 | Existing positions reduced: 619

0% more funds holding in top 10

Funds holding in top 10: 9494 (0)

0% less call options, than puts

Call options by funds: $4.21B | Put options by funds: $4.23B

6.92% less ownership

Funds ownership: 89.01%82.09% (-6.9%)

Holders
1,713
Holders Change
+163
Holders Change %
+10.52%
% of All Funds
24.68%
Holding in Top 10
94
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.35%
New
291
Increased
622
Reduced
619
Closed
103
Calls
$4.21B
Puts
$4.23B
Net Calls
-$16.6M
Net Calls Change
+$306M
Name Holding Trade Value Shares
Change
Change in
Stake
ARG
976
Advisory Resource Group
Oklahoma
$943K -$94.8K -1,320 -10%
RWB
977
RMR Wealth Builders
New Jersey
$943K +$879K +12,246 New
CFGS
978
Concourse Financial Group Securities
Alabama
$942K -$145K -2,025 -14%
HSA
979
HBK Sorce Advisory
Pennsylvania
$939K -$20.8K -290 -2%
WAP
980
Wealthcare Advisory Partners
Pennsylvania
$935K -$94.7K -1,319 -10%
9WM
981
9258 Wealth Management
Ohio
$931K -$3.09K -43 -0.4%
DC
982
DeDora Capital
California
$929K +$612K +8,532 +242%
EWM
983
Empirical Wealth Management
Washington
$927K +$70.4K +981 +9%
DA
984
Doliver Advisors
Texas
$921K -$50.5K -704 -6%
CCIA
985
Campbell & Co Investment Adviser
Maryland
$920K -$716K -9,978 -46%
WIM
986
WealthPlan Investment Management
Nebraska
$919K +$155K +2,157 +22%
MFIM
987
Mesirow Financial Investment Management
Illinois
$917K +$467K +6,509 +120%
CCG
988
Catalina Capital Group
California
$917K +$855K +11,912 New
ITC
989
Inspire Trust Company
Nevada
$917K +$359K +5,005 +73%
QCIG
990
Quad-Cities Investment Group
Iowa
$914K -$7.18K -100 -0.8%
WIS
991
Wright Investors Service
Connecticut
$914K +$191K +2,655 +29%
VEA
992
Virtus ETF Advisers
New York
$907K +$846K +11,781 New
HIA
993
Harbor Investment Advisory
Maryland
$906K +$44.6K +622 +6%
OPWM
994
Oxinas Partners Wealth Management
Indiana
$903K -$54.9K -765 -6%
EWA
995
Evolution Wealth Advisors
Florida
$894K +$196K +2,734 +31%
Kovitz Investment Group Partners
996
Kovitz Investment Group Partners
Illinois
$888K +$828K +11,534 New
SCI
997
Stableford Capital II
Arizona
$888K +$828K +11,532 New
FTIS
998
First Trust Investment Solutions
Florida
$885K +$66K +920 +9%
MAWA
999
Moss Adams Wealth Advisors
Washington
$884K +$52.1K +726 +7%
NRD
1000
Nebula Research & Development
New York
$879K +$820K +11,423 New

UBER Hedge Fund Activity: Q1 2024 in Review

1,713 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q1 2024, worth a combined $131B — up 16% from $113B a quarter earlier.

Buyers outnumbered sellers: 291 funds opened new UBER positions and 103 closed out — a net gain of 188 holders — while 622 added to existing stakes and 619 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $718M. The largest seller was Morgan Stanley, cutting an estimated $10.1B.

  • 1,713 institutional investors held Uber (UBER) as of Q1 2024, up from 1,550 in Q4 2023.
  • Funds reported $131B of Uber stock for Q1 2024, up 16% quarter-over-quarter.
  • 291 funds opened new Uber positions in Q1 2024 and 103 closed out, a net change of +188 holders.
  • The largest Uber buyer in Q1 2024 was T. Rowe Price Associates, an estimated $718M added.
  • The largest Uber seller in Q1 2024 was Morgan Stanley, an estimated $10.1B sold.

Based on aggregated 13F filings for Q1 2024.