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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
CT
1151
Coastline Trust
Rhode Island
$317K +$269K +5,148 New
CFP
1152
Catalyst Financial Partners
Massachusetts
$316K +$269K +5,139 New
GT
1153
Greenleaf Trust
Michigan
$315K +$35.5K +679 +15%
MC
1154
Machina Capital
France
$311K +$264K +5,054 New
AWM
1155
Ameliora Wealth Management
Switzerland
$308K
FIA
1156
Foundations Investment Advisors
Arizona
$308K -$9.31K -178 -4%
MPWT
1157
MassMutual Private Wealth & Trust
Connecticut
$307K +$15K +286 +6%
GF
1158
Gabelli Funds
New York
$304K -$71.1K -1,360 -22%
AA
1159
Ancora Advisors
Ohio
$302K
ONB
1160
Old National Bancorp
Indiana
$300K -$255K -4,874 -50%
FFG
1161
Fortem Financial Group
California
$299K -$1.2K -23 -0.5%
HFS
1162
Howard Financial Services
Texas
$297K +$252K +4,819 New
OA
1163
Oracle Alpha
Ontario, Canada
$296K +$251K +4,803 New
MIC
1164
Meridian Investment Counsel
California
$296K
MSFS
1165
Main Street Financial Solutions
Pennsylvania
$295K -$2.04K -39 -0.8%
MW
1166
Marcum Wealth
Ohio
$294K -$46.2K -883 -16%
PIA
1167
Powell Investment Advisors
Florida
$294K
CBFP
1168
Cedar Brook Financial Partners
Ohio
$294K +$242K +4,626 New
ASP
1169
Adams Street Partners
Illinois
$293K +$249K +4,756 New
EL
1170
EMFO LLC
Florida
$292K
SCP
1171
Sivia Capital Partners
California
$291K +$247K +4,725 New
MCA
1172
Millennium Capital Advisors
Arkansas
$291K +$17K +325 +7%
PPC
1173
Park Place Capital
Alabama
$291K -$168K -3,202 -40%
CCM
1174
Check Capital Management
California
$289K -$57.5K -1,100 -19%
DWM
1175
Drive Wealth Management
Utah
$289K +$8.53K +163 +4%

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.