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Uber
UBER

Overview Fund Activity

1,829 hedge funds and large institutions have $128B invested in Uber in 2024 Q3 according to their latest regulatory filings, with 218 funds opening new positions, 854 increasing their positions, 554 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,829
Holders Change
+75
Holders Change %
+4.28%
% of All Funds
26.45%
Holding in Top 10
79
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.23%
% of All Funds
1.14%
New
218
Increased
854
Reduced
554
Closed
127
Calls
$3.63B
Puts
$3.67B
Net Calls
-$32.8M
Net Calls Change
-$31.3M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$975M
2
DZ Bank
DZ Bank
Germany
+$708M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$436M
4
BI
BlueSpruce Investments
Illinois
+$318M
5
Edgewood Management
Edgewood Management
Connecticut
+$198M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$765M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$484M
3
Morgan Stanley
Morgan Stanley
New York
-$426M
4
LA
LM Advisors
California
-$387M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
1001
Freedom Investment Management
Connecticut
$1.06M -$64K -852 -6%
HPG
1002
Harvest Portfolios Group
Ontario, Canada
$1.06M +$158K +2,103 +18%
ARG
1003
Advisory Resource Group
Oklahoma
$1.05M +$16.7K +222 +2%
VAS
1004
Vestmark Advisory Solutions
Massachusetts
$1.04M +$111K +1,476 +12%
BWM
1005
Brophy Wealth Management
New Hampshire
$1.04M +$1.04M +13,850 New
VEA
1006
Virtus ETF Advisers
New York
$1.03M +$130K +1,732 +14%
SHGA
1007
Sand Hill Global Advisors
California
$1.03M -$90.2K -1,200 -8%
TWM
1008
Tradition Wealth Management
Minnesota
$1.03M +$9.4K +125 +0.9%
CCP
1009
Carmel Capital Partners
California
$1.02M -$15.2K -202 -1%
RWB
1010
RMR Wealth Builders
New Jersey
$1.02M -$55.3K -736 -5%
LAM
1011
LifePro Asset Management
California
$1.02M +$1.02M +13,546 New
VSQM
1012
V-Square Quantitative Management
Illinois
$1.02M +$264K +3,515 +35%
CCIA
1013
Campbell & Co Investment Adviser
Maryland
$1.01M -$38.9K -517 -4%
LMKC
1014
L.M. Kohn & Company
Ohio
$1.01M +$155K +2,067 +18%
PPWP
1015
Premier Path Wealth Partners
New Jersey
$1.01M +$112K +1,486 +12%
CA
1016
Claro Advisors
Massachusetts
$1.01M -$4.36K -58 -0.4%
CAG
1017
Csenge Advisory Group
Florida
$1.01M +$110K +1,274 +12%
BFA
1018
Benedict Financial Advisors
Georgia
$1.01M +$1.58K +21 +0.2%
DF
1019
Donoghue Forlines
Massachusetts
$1M +$73.4K +976 +8%
VCM
1020
Virtue Capital Management
Tennessee
$1M -$36.9K -491 -4%
WA
1021
WP Advisors
California
$997K – – –
MAWA
1022
Moss Adams Wealth Advisors
Washington
$997K +$87.6K +1,165 +10%
TDC
1023
Thompson Davis & Co
Virginia
$995K -$65.8K -875 -6%
RWA
1024
Redhawk Wealth Advisors
Minnesota
$992K +$67K +892 +7%
RWM
1025
Rockline Wealth Management
New York
$992K +$992K +13,197 New
39 40
41
42 43