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1,369 hedge funds and large institutions have $72.9B invested in Uber in 2023 Q3 according to their latest regulatory filings, with 183 funds opening new positions, 568 increasing their positions, 424 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 115

34% more repeat investments, than reductions

Existing positions increased: 568 | Existing positions reduced: 424

11% more funds holding in top 10

Funds holding in top 10: 100111 (+11)

9% more capital invested

Capital invested by funds: $66.7B → $72.9B (+$6.25B)

4% more funds holding

Funds holding: 1,3141,369 (+55)

1.11% more ownership

Funds ownership: 76.4%77.51% (+1.1%)

6% less call options, than puts

Call options by funds: $2.58B | Put options by funds: $2.76B

Holders
1,369
Holders Change
+55
Holders Change %
+4.19%
% of All Funds
21.73%
Holding in Top 10
111
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11%
% of All Funds
1.76%
New
183
Increased
568
Reduced
424
Closed
115
Calls
$2.58B
Puts
$2.76B
Net Calls
-$174M
Net Calls Change
-$238M
Name Holding Trade Value Shares
Change
Change in
Stake
CBA
1101
Coastal Bridge Advisors
Connecticut
$234K
PA
1102
Procyon Advisors
Connecticut
$233K +$232K +5,076 New
PWMG
1103
Provence Wealth Management Group
California
$233K +$232K +5,070 New
NP
1104
Nilsine Partners
Colorado
$232K +$230K +5,045 New
AC
1105
Avestar Capital
New York
$232K -$12.9K -283 -5%
BTWM
1106
Baker Tilly Wealth Management
Wisconsin
$230K -$85.4K -1,869 -27%
CH
1107
Canton Hathaway
Rhode Island
$230K +$91.4K +2,000 +67%
AWM
1108
Ameliora Wealth Management
Switzerland
$230K
BDAM
1109
Blue Door Asset Management
Connecticut
$230K
WCG
1110
Weaver Consulting Group
California
$227K -$186K -4,081 -45%
BBA
1111
Braun-Bostich & Associates
Pennsylvania
$227K +$225K +4,926 New
BCM
1112
BluePath Capital Management
Georgia
$226K +$225K +4,917 New
AA
1113
Ancora Advisors
Ohio
$226K +$12.6K +275 +6%
FFG
1114
Fortem Financial Group
California
$224K +$223K +4,872 New
CCA
1115
Checchi Capital Advisers
California
$222K +$2.24K +49 +1%
MSFS
1116
Main Street Financial Solutions
Pennsylvania
$222K -$42.1K -922 -16%
GL
1117
Graypoint LLC
New York
$221K +$6.85K +150 +3%
VNA
1118
Valley National Advisers
Pennsylvania
$221K +$2.69K +59 +1%
MIC
1119
Meridian Investment Counsel
California
$221K
FIA
1120
Foundations Investment Advisors
Arizona
$220K -$49.9K -1,093 -19%
PIA
1121
Powell Investment Advisors
Florida
$220K +$218K +4,775 New
HNB
1122
Huntington National Bank
Ohio
$219K +$13.4K +294 +7%
RCG
1123
Regatta Capital Group
California
$219K +$217K +4,752 New
EL
1124
EMFO LLC
Florida
$218K +$208K +4,550 +2,446%
DCM
1125
Dimension Capital Management
Florida
$217K +$215K +4,707 New

UBER Hedge Fund Activity: Q3 2023 in Review

1,369 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q3 2023, worth a combined $72.9B — up 9.4% from $66.7B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new UBER positions and 115 closed out — a net gain of 68 holders — while 568 added to existing stakes and 424 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $1.31B. The largest seller was Morgan Stanley, cutting an estimated $901M.

  • 1,369 institutional investors held Uber (UBER) as of Q3 2023, up from 1,314 in Q2 2023.
  • Funds reported $72.9B of Uber stock for Q3 2023, up 9.4% quarter-over-quarter.
  • 183 funds opened new Uber positions in Q3 2023 and 115 closed out, a net change of +68 holders.
  • The largest Uber buyer in Q3 2023 was Capital Research Global Investors, an estimated $1.31B added.
  • The largest Uber seller in Q3 2023 was Morgan Stanley, an estimated $901M sold.

Based on aggregated 13F filings for Q3 2023.