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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
MPWT
1126
MassMutual Private Wealth & Trust
Connecticut
$216K +$2.65K +58 +1%
PA
1127
PFW Advisors
Georgia
$216K
CWM
1128
Cornerstone Wealth Management
Missouri
$215K +$213K +4,671 New
KWM
1129
Kolinsky Wealth Management
New Jersey
$214K +$213K +4,654 New
VT
1130
Vise Technologies
New York
$213K -$13.6K -298 -6%
MWA
1131
MFA Wealth Advisors
Pennsylvania
$211K -$52.5K -1,150 -20%
MIS
1132
Morningstar Investment Services
Illinois
$211K +$209K +4,571 New
ESCM
1133
Echo Street Capital Management
New York
$210K +$209K +4,577 New
VCP
1134
Verus Capital Partners
Arizona
$209K +$207K +4,535 New
PP
1135
PDS Planning
Ohio
$208K +$207K +4,532 New
DWM
1136
Drive Wealth Management
Utah
$208K +$207K +4,528 New
PMG
1137
ProVise Management Group
Florida
$207K +$206K +4,505 New
CCM
1138
Chilton Capital Management
Texas
$207K
WP
1139
Westmount Partners
California
$206K +$204K +4,473 New
LWA
1140
Lineweaver Wealth Advisors
Ohio
$205K +$204K +4,468 New
WI
1141
Wintrust Investments
Illinois
$205K -$16.6K -363 -8%
HAS
1142
HBW Advisory Services
California
$205K +$203K +4,450 New
GT
1143
Greenleaf Trust
Michigan
$204K -$14.3K -314 -7%
FFA
1144
Farther Finance Advisors
California
$203K +$18.7K +410 +10%
MA
1145
MONECO Advisors
Connecticut
$203K +$202K +4,418 New
RVPG
1146
Relative Value Partners Group
$203K +$202K +4,418 New
MA
1147
MJP Associates
Connecticut
$203K +$202K +4,411 New
MCA
1148
Millennium Capital Advisors
Arkansas
$202K +$201K +4,395 New
MA
1149
Montag & Associates
Georgia
$193K +$9.27K +203 +5%
EMFAT
1150
Emerald Mutual Fund Advisers Trust
Pennsylvania
$188K +$32.8K +717 +21%

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.