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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
AIMA
1026
Ables Iannone Moore & Associates
Georgia
$493K +$419K +8,000 New
CAG
1027
Csenge Advisory Group
Florida
$486K +$413K +7,897 New
KP
1028
Keel Point
Alabama
$486K +$18.4K +352 +5%
WF
1029
Welch & Forbes
Massachusetts
$480K +$26.2K +500 +7%
WCA
1030
Westover Capital Advisors
Delaware
$478K
SFG
1031
Synergy Financial Group
California
$478K +$3.77K +72 +0.9%
SFA
1032
Souders Financial Advisors
Ohio
$477K +$22.5K +431 +6%
TA
1033
Tactive Advisors
Florida
$476K +$405K +7,733 New
VNA
1034
Valley National Advisers
Pennsylvania
$473K +$150K +2,872 +60%
SIG
1035
Stonegate Investment Group
Alabama
$472K +$37.6K +719 +10%
PFS
1036
Prospect Financial Services
New York
$472K +$401K +7,660 New
SMC
1037
Smith, Moore & Co
Missouri
$470K -$22.5K -431 -5%
VHAM
1038
Van Hulzen Asset Management
California
$467K -$28.2K -540 -7%
AWA
1039
Alta Wealth Advisors
Massachusetts
$466K +$61.7K +1,180 +18%
UWS
1040
Unique Wealth Strategies
Illinois
$466K +$396K +7,561 New
AF
1041
Advisornet Financial
Minnesota
$465K +$4.24K +81 +1%
VIM
1042
VELA Investment Management
Ohio
$464K +$84.9K +1,623 +27%
BAM
1043
Blueshift Asset Management
New Jersey
$464K +$394K +7,535 New
NWA
1044
Navis Wealth Advisors
New York
$464K -$3.09K -59 -0.8%
AIA
1045
Angeles Investment Advisors
California
$463K -$135K -2,583 -26%
CPW
1046
Catalyst Private Wealth
California
$461K -$1.31M -24,949 -77%
CP
1047
Canopy Partners
Ohio
$458K +$389K +7,433 New
HFW
1048
Horizon Family Wealth
Illinois
$457K +$15.4K +295 +4%
SC
1049
Savant Capital
Illinois
$455K +$33K +631 +9%
NP
1050
NorthRock Partners
Minnesota
$453K +$385K +7,359 New

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.