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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
FB
1001
Fulton Bank
Pennsylvania
$546K +$15.1K +288 +3%
MFA
1002
Morling Financial Advisors
California
$545K -$73.2K -1,400 -14%
PAWA
1003
Palo Alto Wealth Advisors
California
$542K
QWP
1004
Quotient Wealth Partners
Texas
$540K +$459K +8,766 New
EWA
1005
Emergent Wealth Advisors
New York
$539K +$458K +8,756 New
IGGA
1006
Iron Gate Global Advisors
Utah
$538K -$5.23K -100 -1%
PW
1007
Peninsula Wealth
California
$538K +$22K +420 +5%
AAIS
1008
ABN AMRO Investment Solutions
$536K +$72.5K +1,386 +19%
WTB
1009
Washington Trust Bank
Washington
$532K -$43.1K -824 -9%
WDL
1010
Well Done LLC
Michigan
$530K +$1.41K +27 +0.3%
SFP
1011
Sweet Financial Partners
Minnesota
$529K
EFS
1012
Essex Financial Services
Connecticut
$523K -$2.25K -43 -0.5%
PWM
1013
Power Wealth Management
Georgia
$516K +$438K +8,375 New
TAM
1014
Titleist Asset Management
Texas
$514K -$37.6K -719 -8%
LA
1015
LexAurum Advisors
Kansas
$513K -$24.3K -465 -5%
SCP
1016
Stamos Capital Partners
California
$501K -$1.92M -36,790 -82%
GAA
1017
Guardian Asset Advisors
Pennsylvania
$501K +$426K +8,135 New
BWP
1018
BSW Wealth Partners
Colorado
$501K +$6.02K +115 +1%
CW
1019
CreativeOne Wealth
Kansas
$500K -$15.4K -295 -4%
CIA
1020
Choate Investment Advisors
Massachusetts
$495K +$421K +8,044 New
RIA
1021
Regal Investment Advisors
Michigan
$495K +$50.5K +965 +14%
AFP
1022
Ausdal Financial Partners
Iowa
$495K -$106K -2,025 -20%
PWM
1023
Prosperity Wealth Management
California
$494K -$37.7K -721 -8%
WAM
1024
Wolverine Asset Management
Illinois
$493K -$4.32M -82,569 -91%
AWA
1025
Artemis Wealth Advisors
New York
$493K

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.