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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
NYLIM
1001
New York Life Investment Management
New York
$367K -$35.3K -772 -9%
AC
1002
ASB Consultores
Florida
$366K -$280K -6,131 -44%
9WM
1003
9258 Wealth Management
Ohio
$366K +$363K +7,953 New
LMKC
1004
L.M. Kohn & Company
Ohio
$365K +$362K +7,930 New
PPC
1005
Park Place Capital
Alabama
$364K +$64.3K +1,408 +22%
OAM
1006
Ostrum Asset Management
France
$364K -$37.5K -820 -9%
DFCM
1007
Dark Forest Capital Management
Puerto Rico
$361K +$137K +3,009 +62%
PW
1008
Peninsula Wealth
California
$358K +$1.14K +25 +0.3%
WCA
1009
Westover Capital Advisors
Delaware
$357K
SFG
1010
Synergy Financial Group
California
$354K +$8.95K +196 +3%
SCM
1011
Sterneck Capital Management
Missouri
$353K +$48.8K +1,068 +16%
NWA
1012
Navis Wealth Advisors
New York
$349K +$347K +7,589 New
DWP
1013
Daymark Wealth Partners
Ohio
$348K +$22.1K +484 +7%
KP
1014
Keel Point
Alabama
$347K +$65.6K +1,437 +24%
TWM
1015
Trevian Wealth Management
Massachusetts
$346K -$91.4K -2,000 -21%
AF
1016
Advisornet Financial
Minnesota
$343K +$207K +4,531 +154%
HIA
1017
Harbor Investment Advisory
Maryland
$342K +$96.6K +2,114 +40%
AAIS
1018
ABN AMRO Investment Solutions
$337K
SFA
1019
Souders Financial Advisors
Ohio
$336K +$334K +7,315 New
HA
1020
Harbor Advisors
Florida
$336K
WF
1021
Welch & Forbes
Massachusetts
$335K +$333K +7,288 New
BHCM
1022
Brevan Howard Capital Management
Jersey
$334K +$332K +7,265 New
TA
1023
TFB Advisors
Kansas
$332K +$28.6K +627 +10%
JA
1024
JVL Associates
Michigan
$332K -$150K -3,285 -31%
VC
1025
Vicus Capital
Pennsylvania
$331K +$329K +7,193 New

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.