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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
CCM
1051
Chiron Capital Management
Florida
$449K -$226K -4,325 -37%
HA
1052
Harbor Advisors
Florida
$449K
CMBA
1053
C.M. Bidwell & Associates
Hawaii
$449K +$257K +4,915 +207%
VF
1054
VitalStone Financial
Texas
$448K -$26.7K -510 -7%
PCIG
1055
Partners Capital Investment Group
Massachusetts
$448K +$380K +7,272 New
ZIG
1056
Zuckerman Investment Group
Illinois
$445K +$40.5K +775 +12%
PWMG
1057
Provence Wealth Management Group
California
$445K +$113K +2,152 +42%
PWS
1058
Precision Wealth Strategies
Missouri
$444K +$377K +7,211 New
KIA
1059
Knollwood Investment Advisory
Maryland
$443K +$377K +7,200 New
CHAM
1060
Clear Harbor Asset Management
Connecticut
$441K -$157K -3,000 -29%
EWA
1061
EverSource Wealth Advisors
Alabama
$441K +$3.4K +65 +0.9%
BIG
1062
Brooklyn Investment Group
New York
$439K +$373K +7,137 New
IFWM
1063
Institute for Wealth Management
Colorado
$439K +$373K +7,129 New
CIM
1064
Chapman Investment Management
California
$436K
DWP
1065
Daymark Wealth Partners
Ohio
$434K -$27.3K -522 -7%
CCA
1066
Checchi Capital Advisers
California
$431K +$114K +2,173 +45%
PNAA
1067
Pictet North America Advisors
Switzerland
$427K
ITC
1068
Inspire Trust Company
Nevada
$425K +$361K +6,900 New
CIM
1069
CIM Investment Management
Pennsylvania
$423K
UB
1070
UMB Bank
Missouri
$420K +$47.3K +905 +15%
SP
1071
Symmetry Partners
Connecticut
$419K +$347K +6,634 New
EFG
1072
Everhart Financial Group
Ohio
$419K +$356K +6,803 New
OA
1073
Oxbow Advisors
Texas
$419K +$356K +6,800 New
ACA
1074
Aptus Capital Advisors
Alabama
$418K +$4.66K +89 +1%
WSTAM
1075
Wilbanks Smith & Thomas Asset Management
Virginia
$411K +$20K +382 +6%

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.