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1,713 hedge funds and large institutions have $131B invested in Uber in 2024 Q1 according to their latest regulatory filings, with 291 funds opening new positions, 622 increasing their positions, 619 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 291 | Existing positions closed: 103

16% more capital invested

Capital invested by funds: $113B → $131B (+$18.3B)

11% more funds holding

Funds holding: 1,5501,713 (+163)

0% more repeat investments, than reductions

Existing positions increased: 622 | Existing positions reduced: 619

0% more funds holding in top 10

Funds holding in top 10: 9494 (0)

0% less call options, than puts

Call options by funds: $4.21B | Put options by funds: $4.23B

6.92% less ownership

Funds ownership: 89.01%82.09% (-6.9%)

Holders
1,713
Holders Change
+163
Holders Change %
+10.52%
% of All Funds
24.68%
Holding in Top 10
94
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.35%
New
291
Increased
622
Reduced
619
Closed
103
Calls
$4.21B
Puts
$4.23B
Net Calls
-$16.6M
Net Calls Change
+$306M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1226
KPP Advisory Services
Kentucky
$427K +$398K +5,547 New
FA
1227
FDx Advisors
Illinois
$425K -$387K -5,388 -49%
DWP
1228
Daymark Wealth Partners
Ohio
$424K -$111K -1,548 -22%
CH
1229
Canton Hathaway
Rhode Island
$423K
BWP
1230
Balboa Wealth Partners
Arizona
$419K +$390K +5,439 New
SG
1231
StoneX Group
New York
$418K -$10.8K -151 -3%
CIA
1232
Choate Investment Advisors
Massachusetts
$417K -$188K -2,622 -33%
CB
1233
Cadence Bank
Mississippi
$417K
AFA
1234
American Financial Advisors
Georgia
$412K
OL
1235
OneFund LLC
Florida
$408K -$7.54K -105 -2%
CICI
1236
Capital Investment Counsel Inc
North Carolina
$404K
SFP
1237
Sweet Financial Partners
Minnesota
$400K -$244K -3,401 -40%
BCM
1238
BluePointe Capital Management
California
$399K -$359 -5 -0.1%
CBA
1239
Coastal Bridge Advisors
Connecticut
$397K
LC
1240
Lindbrook Capital
California
$396K +$89.2K +1,242 +32%
CCMG
1241
Clark Capital Management Group
Pennsylvania
$396K +$47.4K +661 +15%
IA
1242
Insight Advisors
Pennsylvania
$395K -$2.44K -34 -0.7%
ESB
1243
Essex Savings Bank
Connecticut
$388K
MSFS
1244
Main Street Financial Solutions
Pennsylvania
$387K +$17.3K +241 +5%
SCM
1245
Sterneck Capital Management
Missouri
$387K -$64.6K -900 -15%
AA
1246
Ancora Advisors
Ohio
$383K +$5.38K +75 +2%
PGFC
1247
Peapack-Gladstone Financial Corp
New Jersey
$381K +$79K +1,100 +28%
RCG
1248
Regatta Capital Group
California
$377K +$17.1K +238 +5%
HFS
1249
Howard Financial Services
Texas
$376K +$4.81K +67 +1%
SCP
1250
Sivia Capital Partners
California
$376K +$11.3K +157 +3%

UBER Hedge Fund Activity: Q1 2024 in Review

1,713 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q1 2024, worth a combined $131B — up 16% from $113B a quarter earlier.

Buyers outnumbered sellers: 291 funds opened new UBER positions and 103 closed out — a net gain of 188 holders — while 622 added to existing stakes and 619 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $718M. The largest seller was Morgan Stanley, cutting an estimated $10.1B.

  • 1,713 institutional investors held Uber (UBER) as of Q1 2024, up from 1,550 in Q4 2023.
  • Funds reported $131B of Uber stock for Q1 2024, up 16% quarter-over-quarter.
  • 291 funds opened new Uber positions in Q1 2024 and 103 closed out, a net change of +188 holders.
  • The largest Uber buyer in Q1 2024 was T. Rowe Price Associates, an estimated $718M added.
  • The largest Uber seller in Q1 2024 was Morgan Stanley, an estimated $10.1B sold.

Based on aggregated 13F filings for Q1 2024.