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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
LIM
1076
Letson Investment Management
Georgia
$410K +$349K +6,665 New
AC
1077
ASB Consultores
Florida
$409K -$68.5K -1,310 -16%
SWMP
1078
Signature Wealth Management Partners
New Jersey
$409K -$119K -2,275 -26%
AP
1079
Americana Partners
Texas
$408K +$26K +497 +8%
HIIFS
1080
Harel Insurance Investments & Financial Services
Israel
$407K +$45.4K +868 +15%
SB
1081
Strategic Blueprint
Georgia
$407K +$21.2K +405 +7%
KWM
1082
Kolinsky Wealth Management
New Jersey
$405K +$101K +1,930 +41%
RIM
1083
Rakuten Investment Management
Japan
$403K +$334K +6,389 New
BCM
1084
BluePath Capital Management
Georgia
$402K +$79.9K +1,527 +31%
CCA
1085
Cora Capital Advisors
New Jersey
$400K -$12.3K -236 -4%
WAM
1086
WT Asset Management
Hong Kong
$400K +$340K +6,500 New
MMPW
1087
Mitchell McLeod Pugh & Williams
Alabama
$399K +$36.6K +700 +12%
C
1088
Certuity
Florida
$399K +$21.6K +413 +7%
RSWM
1089
Robertson Stephens Wealth Management
California
$398K +$338K +6,465 New
AT
1090
Arden Trust
Delaware
$394K -$3.98K -76 -1%
BSHC
1091
Breed's Hill Capital
Massachusetts
$392K +$333K +6,369 New
MA
1092
MJP Associates
Connecticut
$392K +$102K +1,956 +44%
AWM
1093
Act Wealth Management
Texas
$391K -$23.5K -450 -7%
LAM
1094
L2 Asset Management
Massachusetts
$391K +$332K +6,344 +63,440%
PL
1095
Portman Ltd
Cayman Islands
$389K +$330K +6,313 New
ESB
1096
Essex Savings Bank
Connecticut
$388K +$27K +516 +9%
JE
1097
JMAC Enterprises
Pennsylvania
$384K +$6.38K +122 +2%
PAI
1098
Pittenger & Anderson Inc
Nebraska
$384K
HC
1099
Hourglass Capital
Texas
$382K -$863K -16,500 -73%
FNBSF
1100
First National Bank Sioux Falls
South Dakota
$382K +$16.8K +322 +5%

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.