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1,087 hedge funds and large institutions have $70.2B invested in Uber in 2021 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 501 increasing their positions, 279 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 501 | Existing positions reduced: 279

1% more funds holding in top 10

Funds holding in top 10: 7980 (+1)

5% more call options, than puts

Call options by funds: $3.68B | Put options by funds: $3.52B

1% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 135

1% less funds holding

Funds holding: 1,0941,087 (-7)

1.3% less ownership

Funds ownership: 75.91%74.61% (-1.3%)

9% less capital invested

Capital invested by funds: $76.9B → $70.2B (-$6.68B)

Holders
1,087
Holders Change
-7
Holders Change %
-0.64%
% of All Funds
18.92%
Holding in Top 10
80
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.27%
% of All Funds
1.39%
New
136
Increased
501
Reduced
279
Closed
135
Calls
$3.68B
Puts
$3.52B
Net Calls
+$163M
Net Calls Change
-$741M
Name Holding Trade Value Shares
Change
Change in
Stake
CWAF
1026
Core Wealth Advisors (Florida)
Florida
$8K
ME
1027
McIlrath & Eck
Washington
$8K
RMC
1028
Resources Management Corp
Connecticut
$8K
AWM
1029
Activest Wealth Management
Florida
$7K -$8.51K -163 -55%
FWM
1030
Focused Wealth Management
New York
$7K +$313 +6 +4%
EWM
1031
Elmwood Wealth Management
California
$6K
HFA
1032
Hoover Financial Advisors
Pennsylvania
$6K
WOC
1033
West Oak Capital
California
$6K +$522 +10 +9%
FMP
1034
Financial Management Professionals
Texas
$6K +$992 +19 +19%
IF
1035
Ironwood Financial
Arizona
$6K +$1.67K +32 +40%
WAS
1036
Winch Advisory Services
Wisconsin
$6K +$3.34K +64 +102%
PGWM
1037
Parisi Gray Wealth Management
New Jersey
$6K +$6.58K +126 New
Nisa Investment Advisors
1038
Nisa Investment Advisors
Missouri
$5.33K -$898K -17,200 -14%
SWA
1039
Sutton Wealth Advisors
Florida
$5.31K
RCA
1040
Ranch Capital Advisors
Florida
$5K -$5.75K -110 Closed
BWM
1041
BerganKDV Wealth Management
Minnesota
$5K
BCM
1042
Bourgeon Capital Management
Connecticut
$5K
HCP
1043
Hexagon Capital Partners
Arkansas
$5K
ICM
1044
Islay Capital Management
Texas
$5K
RCC
1045
Red Cedar Capital
Nebraska
$5K
WLPWM
1046
Walled Lake Planning & Wealth Management
Illinois
$5K
PCTC
1047
Perkins Coie Trust Company
Washington
$5K +$5.22K +100 New
TF
1048
TimeScale Financial
Massachusetts
$5K +$5.22K +100 New
AWM
1049
Avior Wealth Management
Nebraska
$4K
SFPG
1050
Stonebridge Financial Planning Group
Florida
$4K

UBER Hedge Fund Activity: Q2 2021 in Review

1,087 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q2 2021, worth a combined $70.2B — down 8.7% from $76.9B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new UBER positions and 135 closed out — a net gain of 1 holder — while 501 added to existing stakes and 279 trimmed.

The largest buyer was Vanguard Group, adding an estimated $477M. The largest seller was SB Investment Advisers (UK), cutting an estimated $2.88B.

  • 1,087 institutional investors held Uber (UBER) as of Q2 2021, down from 1,094 in Q1 2021.
  • Funds reported $70.2B of Uber stock for Q2 2021, down 8.7% quarter-over-quarter.
  • 136 funds opened new Uber positions in Q2 2021 and 135 closed out, a net change of +1 holder.
  • The largest Uber buyer in Q2 2021 was Vanguard Group, an estimated $477M added.
  • The largest Uber seller in Q2 2021 was SB Investment Advisers (UK), an estimated $2.88B sold.

Based on aggregated 13F filings for Q2 2021.