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1,183 hedge funds and large institutions have $48.5B invested in Uber in 2023 Q1 according to their latest regulatory filings, with 181 funds opening new positions, 457 increasing their positions, 380 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 96

31% more capital invested

Capital invested by funds: $37.1B → $48.5B (+$11.4B)

20% more repeat investments, than reductions

Existing positions increased: 457 | Existing positions reduced: 380

6% more funds holding

Funds holding: 1,1171,183 (+66)

2% more funds holding in top 10

Funds holding in top 10: 8385 (+2)

1.5% more ownership

Funds ownership: 74.56%76.06% (+1.5%)

1% less call options, than puts

Call options by funds: $1.93B | Put options by funds: $1.95B

Holders
1,183
Holders Change
+66
Holders Change %
+5.91%
% of All Funds
18.85%
Holding in Top 10
85
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.41%
% of All Funds
1.35%
New
181
Increased
457
Reduced
380
Closed
96
Calls
$1.93B
Puts
$1.95B
Net Calls
-$22.3M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
1076
Paladin Advisory Group
Iowa
$12.7K +$12.7K +400 New
RCM
1077
Raleigh Capital Management
North Carolina
$12.4K +$4.54K +143 +58%
RA
1078
Rise Advisors
New York
$12.2K +$476 +15 +4%
BC
1079
Barrett & Company
Rhode Island
$11.9K
ME
1080
McIlrath & Eck
Washington
$11.7K -$603 -19 -5%
RFA
1081
Register Financial Advisors
Georgia
$11.1K -$6.34K -200 -36%
PG
1082
Proffitt & Goodson
Tennessee
$11.1K
RDIA
1083
RE Dickinson Investment Advisors
Iowa
$11K
VWM
1084
Venturi Wealth Management
Texas
$9.67K +$9.67K +305 New
CHC
1085
City Holding Co
West Virginia
$9.51K
SWA
1086
SOA Wealth Advisors
New York
$9.48K
SCA
1087
Stonebridge Capital Advisors
Minnesota
$8.65K +$2.38K +75 +38%
SIC
1088
Salem Investment Counselors
North Carolina
$8.59K -$4.76K -150 -36%
AAP
1089
Arax Advisory Partners
Colorado
$8.59K
SWA
1090
Sutton Wealth Advisors
Florida
$8.34K
HCM
1091
Highlander Capital Management
New Jersey
$8K
CTC
1092
Central Trust Company
Missouri
$7.92K
OCM
1093
Osterweis Capital Management
California
$7.54K
CCMW
1094
Cypress Capital Management (Wyoming)
Wyoming
$7.45K
WWM
1095
Wolff Wiese Magana
California
$7.07K +$4.85K +153 +219%
BTI
1096
Blue Trust Inc
Georgia
$7K +$4.85K +153 +104%
AIP
1097
Ahrens Investment Partners
Louisiana
$6.53K +$6.53K +206 New
AWM
1098
Activest Wealth Management
Florida
$6.52K -$400K -12,626 -98%
BCWM
1099
Bartlett & Co Wealth Management
Ohio
$6.34K
CT
1100
Caldwell Trust
Florida
$6.34K

UBER Hedge Fund Activity: Q1 2023 in Review

1,183 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q1 2023, worth a combined $48.5B — up 31% from $37.1B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new UBER positions and 96 closed out — a net gain of 85 holders — while 457 added to existing stakes and 380 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1,000M. The largest seller was Citadel Advisors, cutting an estimated $259M.

  • 1,183 institutional investors held Uber (UBER) as of Q1 2023, up from 1,117 in Q4 2022.
  • Funds reported $48.5B of Uber stock for Q1 2023, up 31% quarter-over-quarter.
  • 181 funds opened new Uber positions in Q1 2023 and 96 closed out, a net change of +85 holders.
  • The largest Uber buyer in Q1 2023 was JP Morgan Chase, an estimated $1,000M added.
  • The largest Uber seller in Q1 2023 was Citadel Advisors, an estimated $259M sold.

Based on aggregated 13F filings for Q1 2023.