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1,713 hedge funds and large institutions have $131B invested in Uber in 2024 Q1 according to their latest regulatory filings, with 291 funds opening new positions, 622 increasing their positions, 619 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 291 | Existing positions closed: 103

16% more capital invested

Capital invested by funds: $113B → $131B (+$18.3B)

11% more funds holding

Funds holding: 1,5501,713 (+163)

0% more repeat investments, than reductions

Existing positions increased: 622 | Existing positions reduced: 619

0% more funds holding in top 10

Funds holding in top 10: 9494 (0)

0% less call options, than puts

Call options by funds: $4.21B | Put options by funds: $4.23B

6.92% less ownership

Funds ownership: 89.01%82.09% (-6.9%)

Holders
1,713
Holders Change
+163
Holders Change %
+10.52%
% of All Funds
24.68%
Holding in Top 10
94
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.35%
New
291
Increased
622
Reduced
619
Closed
103
Calls
$4.21B
Puts
$4.23B
Net Calls
-$16.6M
Net Calls Change
+$306M
Name Holding Trade Value Shares
Change
Change in
Stake
BPGAM
1026
BTG Pactual Global Asset Management
Bermuda
$801K +$747K +10,405 New
FF
1027
Friedenthal Financial
New Jersey
$797K -$95K -1,323 -11%
PP
1028
Peconic Partners
New York
$795K
BW
1029
Bison Wealth
Georgia
$793K +$27.6K +384 +4%
HI
1030
Harbour Investments
Wisconsin
$793K +$444K +6,185 +150%
TPWA
1031
Twin Peaks Wealth Advisors
California
$784K -$34.1K -475 -4%
SWA
1032
Strata Wealth Advisors
Texas
$781K +$8.54K +119 +1%
VSQM
1033
V-Square Quantitative Management
Illinois
$781K
LIM
1034
Leavell Investment Management
Alabama
$780K +$323K +4,496 +80%
MYIA
1035
Mount Yale Investment Advisors
Colorado
$772K -$11.6K -161 -2%
ZCM
1036
Zenyatta Capital Management
Delaware
$770K -$17.2M -240,000 -96%
RWMG
1037
Redwood Wealth Management Group
New Jersey
$765K -$64.6K -900 -8%
HCA
1038
Harbor Capital Advisors
Illinois
$764K +$712K +9,922 New
WHG
1039
Westwood Holdings Group
Texas
$757K +$706K +9,836 New
JFG
1040
Jefferies Financial Group
New York
$755K -$13.8M -192,265 -95%
SSB
1041
Sandy Spring Bank
Maryland
$748K +$366K +5,094 +110%
VCWA
1042
Vanguard Capital Wealth Advisors
Colorado
$743K -$258K -3,600 -27%
FCA
1043
FLC Capital Advisors
California
$743K -$39.5K -550 -5%
CAG
1044
Csenge Advisory Group
Florida
$739K +$122K +1,704 +22%
RFG
1045
Range Financial Group
Oregon
$736K +$686K +9,561 New
VNA
1046
Valley National Advisers
Pennsylvania
$732K +$132K +1,833 +24%
NFC
1047
Northeast Financial Consultants
Connecticut
$731K
KP
1048
Keel Point
Alabama
$725K +$109K +1,520 +19%
SC
1049
Sepio Capital
Utah
$721K -$26.3K -366 -4%
CPC
1050
Congress Park Capital
New York
$720K -$7.9K -110 -1%

UBER Hedge Fund Activity: Q1 2024 in Review

1,713 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q1 2024, worth a combined $131B — up 16% from $113B a quarter earlier.

Buyers outnumbered sellers: 291 funds opened new UBER positions and 103 closed out — a net gain of 188 holders — while 622 added to existing stakes and 619 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $718M. The largest seller was Morgan Stanley, cutting an estimated $10.1B.

  • 1,713 institutional investors held Uber (UBER) as of Q1 2024, up from 1,550 in Q4 2023.
  • Funds reported $131B of Uber stock for Q1 2024, up 16% quarter-over-quarter.
  • 291 funds opened new Uber positions in Q1 2024 and 103 closed out, a net change of +188 holders.
  • The largest Uber buyer in Q1 2024 was T. Rowe Price Associates, an estimated $718M added.
  • The largest Uber seller in Q1 2024 was Morgan Stanley, an estimated $10.1B sold.

Based on aggregated 13F filings for Q1 2024.