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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
PP
1176
PDS Planning
Ohio
$288K +$7.53K +144 +3%
CM
1177
Capula Management
Cayman Islands
$288K -$315K -6,025 -56%
RCG
1178
Regatta Capital Group
California
$287K -$4.6K -88 -2%
GA
1179
Gateway Advisory
New Jersey
$287K +$244K +4,660 New
MFG
1180
Magnus Financial Group
New York
$285K +$243K +4,636 New
NAS
1181
Nicolet Advisory Services
Wisconsin
$284K -$34.6K -662 -12%
SSB
1182
Sandy Spring Bank
Maryland
$284K +$95.6K +1,827 +66%
CIAS
1183
Capital Investment Advisory Services
North Carolina
$284K +$241K +4,605 New
RCAG
1184
Rehmann Capital Advisory Group
Michigan
$283K +$240K +4,596 New
AWM
1185
Axxcess Wealth Management
California
$283K -$621K -11,880 -72%
CAAS
1186
Capital Asset Advisory Services
Michigan
$283K -$27.7K -530 -10%
VCA
1187
Verdence Capital Advisors
Maryland
$280K +$238K +4,554 New
CHJWM
1188
Carlton Hofferkamp & Jenks Wealth Management
Texas
$278K +$228K +4,356 New
SCM
1189
Schnieders Capital Management
California
$277K +$236K +4,504 New
CCMG
1190
Clark Capital Management Group
Pennsylvania
$276K +$234K +4,480 New
VCP
1191
Verus Capital Partners
Arizona
$274K -$4.18K -80 -2%
HAS
1192
HBW Advisory Services
California
$274K +$314 +6 +0.1%
RVPG
1193
Relative Value Partners Group
$274K +$1.31K +25 +0.6%
MA
1194
MONECO Advisors
Connecticut
$272K +$314 +6 +0.1%
QCG
1195
Quadrant Capital Group
Ohio
$272K +$46.3K +885 +25%
KCIC
1196
Kuhn & Co Investment Counsel
Illinois
$272K +$231K +4,418 New
Koshinski Asset Management
1197
Koshinski Asset Management
Illinois
$272K -$70.3K -1,343 -23%
WCG
1198
Weaver Consulting Group
California
$272K -$27.4K -524 -11%
DCM
1199
Dimension Capital Management
Florida
$271K -$16K -306 -7%
MFG
1200
Merit Financial Group
Georgia
$267K +$227K +4,344 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.