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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
NCM
1226
Northwest Capital Management
Oregon
$248K
LS
1227
Livforsakringsbolaget Skandia
Sweden
$247K +$84.5K +1,615 +67%
EWM
1228
Executive Wealth Management
Michigan
$247K +$210K +4,009 New
RA
1229
Rockingstone Advisors
Massachusetts
$246K +$209K +3,999 New
AIS
1230
AM Investment Strategies
Tennessee
$246K +$209K +4,000 New
W
1231
WealthCollab
Washington
$246K +$209K +3,990 New
NW
1232
Naviter Wealth
Arkansas
$244K +$208K +3,967 New
AWM
1233
Angeles Wealth Management
California
$244K +$207K +3,966 New
AWA
1234
Amplius Wealth Advisors
Pennsylvania
$244K +$207K +3,962 New
RFN
1235
RDA Financial Network
Iowa
$241K +$204K +3,907 New
LC
1236
Lindbrook Capital
California
$240K +$74.2K +1,418 +57%
LWM
1237
LJI Wealth Management
Indiana
$240K +$204K +3,898 New
RWA
1238
Redhawk Wealth Advisors
Minnesota
$240K +$204K +3,897 New
CFS
1239
CRA Financial Services
New Jersey
$237K +$201K +3,851 New
PGFC
1240
Peapack-Gladstone Financial Corp
New Jersey
$237K +$202K +3,862 New
LI
1241
LMCG Investments
Massachusetts
$236K +$201K +3,840 New
SWA
1242
Stratos Wealth Advisors
Ohio
$236K +$200K +3,826 New
EMFAT
1243
Emerald Mutual Fund Advisers Trust
Pennsylvania
$235K -$14.2K -272 -7%
MFS
1244
Mirabella Financial Services
United Kingdom
$235K +$200K +3,820 New
PP
1245
Paloma Partners
Connecticut
$235K +$200K +3,820 New
GW
1246
GW & Wade
Massachusetts
$234K +$199K +3,802 New
AI
1247
Atom Investors
Texas
$233K +$198K +3,783 New
FCM
1248
Fourpath Capital Management
Oklahoma
$231K +$196K +3,752 New
MAM
1249
Meeder Asset Management
Ohio
$230K +$195K +3,734 New
AFG
1250
Albion Financial Group
Utah
$230K -$8.89K -170 -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.