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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
CQS
1101
Credential Qtrade Securities
$6.34K
EWM
1102
Evermay Wealth Management
Virginia
$6.34K
WP
1103
WealthPLAN Partners
Nebraska
$6.34K +$6.34K +200 New
GBT
1104
Grove Bank & Trust
Florida
$6.25K +$6.25K +197 New
BC
1105
Bartlett & Co
Ohio
$6K
EL
1106
EMFO LLC
Florida
$5.9K
IRC
1107
Investors Research Corp
Georgia
$5.9K
JMF
1108
Johnson Midwest Financial
Iowa
$5.83K
OIA
1109
Optimum Investment Advisors
Illinois
$5.71K -$6.34K -200 -53%
AP
1110
Advisors Preferred
Maryland
$5.69K -$15.5K -489 -73%
HS
1111
Horan Securities
United States
$5.45K +$4.44K +140 +438%
RWML
1112
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$5.39K
JWA
1113
JFS Wealth Advisors
Pennsylvania
$5.36K +$476 +15 +10%
BBPWM
1114
Blue Bell Private Wealth Management
Pennsylvania
$5.23K
IHWM
1115
Iron Horse Wealth Management
Iowa
$5.07K
AW
1116
Avion Wealth
Texas
$5K
RG
1117
Retirement Group
California
$5K +$3.62K +114 +317%
LF
1118
Lee Financial
Texas
$4.91K -$1.59K -50 -24%
TFP
1119
Tilia Fiduciary Partners
North Carolina
$4.91K
PP
1120
PFS Partners
New Jersey
$4.88K
FCA
1121
Fortis Capital Advisors
Kansas
$4.88K +$444 +14 +10%
TIM
1122
Thompson Investment Management
Wisconsin
$4.75K +$4.76K +150 New
SS
1123
Sunbelt Securities
Texas
$4.37K +$4.44K +140 New
FSWA
1124
Financial Synergies Wealth Advisors
Texas
$4.28K
SFG
1125
Steward Financial Group
Texas
$4K -$793 -25 -14%

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.