We are live on ! Find out more

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
AC
1126
Avestar Capital
New York
$345K +$29.6K +566 +11%
AA
1127
Alta Advisers
United Kingdom
$345K +$15.7K +300 +6%
SG
1128
StoneX Group
New York
$344K +$8.37K +160 +3%
AA
1129
Altman Advisors
Illinois
$344K
LFA
1130
Legacy Financial Advisors
Kentucky
$343K +$292K +5,577 New
BIC
1131
Beach Investment Counsel
Pennsylvania
$339K
CH
1132
Canton Hathaway
Rhode Island
$339K +$26.2K +500 +10%
BBA
1133
Braun-Bostich & Associates
Pennsylvania
$337K +$28.2K +540 +11%
1WA
1134
180 Wealth Advisors
Washington
$336K +$301K +5,763 New
AAS
1135
Ameritas Advisory Services
Nebraska
$335K -$327K -6,246 -56%
OL
1136
OneFund LLC
Florida
$335K +$285K +5,441 New
CB
1137
Cadence Bank
Mississippi
$333K
MFIM
1138
Mesirow Financial Investment Management
Illinois
$333K +$283K +5,408 New
MW
1139
Maia Wealth
Colorado
$330K +$281K +5,367 New
AFA
1140
American Financial Advisors
Georgia
$329K
CAG
1141
Crestwood Advisors Group
Massachusetts
$328K +$278K +5,323 New
TCM
1142
Teza Capital Management
Illinois
$327K -$215K -4,105 -44%
PA
1143
Procyon Advisors
Connecticut
$324K +$9.52K +182 +4%
CICI
1144
Capital Investment Counsel Inc
North Carolina
$323K
CAM
1145
Carret Asset Management
New York
$323K -$2.62K -50 -0.9%
EM
1146
ELCO Management
New York
$320K +$272K +5,200 New
BCM
1147
BluePointe Capital Management
California
$320K +$272K +5,192 New
IA
1148
Insight Advisors
Pennsylvania
$318K +$628 +12 +0.2%
CBA
1149
Coastal Bridge Advisors
Connecticut
$318K +$3.4K +65 +1%
FFO
1150
Fiduciary Family Office
Florida
$317K +$270K +5,152 New

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.