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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
VWA
1201
Visionary Wealth Advisors
Illinois
$266K +$226K +4,328 New
RF
1202
Rollins Financial
Georgia
$265K +$226K +4,312 New
RFA
1203
Rollins Financial Advisors
New York
$265K +$226K +4,312 New
MWM
1204
Modera Wealth Management
New Jersey
$265K +$225K +4,301 New
KCM
1205
Kennicott Capital Management
California
$263K +$224K +4,275 New
SRL
1206
Scientech Research LLC
New Jersey
$263K +$223K +4,264 New
BTWM
1207
Baker Tilly Wealth Management
Wisconsin
$262K -$39.5K -756 -15%
CIP
1208
Convergence Investment Partners
Florida
$261K +$222K +4,240 New
OC
1209
Oarsman Capital
Wisconsin
$260K +$221K +4,225 New
CWM
1210
Cornerstone Wealth Management
Missouri
$260K -$23.5K -450 -10%
SIM
1211
SSI Investment Management
California
$260K +$221K +4,218 New
MA
1212
Montag & Associates
Georgia
$259K
TGAM
1213
TBH Global Asset Management
Tennessee
$258K +$219K +4,185 New
JSL
1214
JT Stratford LLC
Georgia
$257K +$218K +4,173 New
FIM
1215
Fernwood Investment Management
Massachusetts
$255K +$219K +4,190 New
GI
1216
GAMCO Investors
Connecticut
$255K -$270K -5,154 -55%
HNB
1217
Huntington National Bank
Ohio
$255K -$32.3K -617 -13%
HI
1218
Harbour Investments
Wisconsin
$253K +$42K +803 +24%
TFF
1219
The Family Firm
Maryland
$252K +$214K +4,088 New
WFI
1220
West Family Investments
California
$251K +$213K +4,078 New
AFAS
1221
Acorn Financial Advisory Services
Virginia
$250K -$393K -7,513 -65%
BFS
1222
Burr Financial Services
California
$249K +$202K +3,855 New
PA
1223
PFW Advisors
Georgia
$249K -$33.4K -639 -14%
CG
1224
Cynosure Group
Utah
$248K +$211K +4,036 New
ISWM
1225
Independent Solutions Wealth Management
New York
$248K -$144K -2,744 -41%

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.