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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
CAL
1226
Capital Analysts LLC
Pennsylvania
$35K
PP
1227
Pacifica Partners
Canada
$35K
SAG
1228
Spotlight Asset Group
Illinois
$34.8K
EARNEST Partners
1229
EARNEST Partners
Georgia
$32.9K
BIA
1230
Bell Investment Advisors
California
$32.5K +$822 +18 +3%
SIS
1231
Sound Income Strategies
Florida
$32.3K
JFGIW
1232
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32.2K
CSC
1233
Caldwell Sutter Capital
California
$31K
POIA
1234
Pin Oak Investment Advisors
Texas
$31K
CFFP
1235
Center for Financial Planning
Michigan
$29.9K -$29.7K -650 -50%
GI
1236
GS Investments
Minnesota
$29.9K -$1.37K -30 -4%
JWA
1237
JFS Wealth Advisors
Pennsylvania
$29.9K +$22.6K +495 +319%
BCMLT
1238
Beacon Capital Management LLC (Tennessee)
Tennessee
$28.9K
HGERS
1239
Householder Group Estate & Retirement Specialist
Arizona
$27.7K +$27.5K +603 New
RDFA
1240
Ritter Daniher Financial Advisory
Ohio
$26.8K +$25.6K +560 +2,545%
BAAM
1241
Baker Avenue Asset Management
California
$26.4K +$731 +16 +3%
OIAM
1242
OFI Invest Asset Management
France
$26K +$27.4K +599 New
SFA
1243
Semmax Financial Advisors
North Carolina
$25.1K +$21.9K +480 New
Legacy Financial Group (Iowa)
1244
Legacy Financial Group (Iowa)
Iowa
$24.1K +$24K +525 New
SL
1245
Salomon & Ludwin
Virginia
$24.1K +$23.9K +524 New
CWM
1246
CarsonAllaria Wealth Management
Illinois
$23.5K -$5.99K -131 -20%
M
1247
MOTCO
Texas
$23.4K +$21.5K +470 +1,205%
FMTCOCP
1248
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K -$7.54K -165 -25%
CAL
1249
Capital Advisors Ltd
Ohio
$23K
FFA
1250
Fairfield Financial Advisors
Massachusetts
$23K

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.