We are live on ! Find out more

1,183 hedge funds and large institutions have $48.5B invested in Uber in 2023 Q1 according to their latest regulatory filings, with 181 funds opening new positions, 457 increasing their positions, 380 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 96

31% more capital invested

Capital invested by funds: $37.1B → $48.5B (+$11.4B)

20% more repeat investments, than reductions

Existing positions increased: 457 | Existing positions reduced: 380

6% more funds holding

Funds holding: 1,1171,183 (+66)

2% more funds holding in top 10

Funds holding in top 10: 8385 (+2)

1.5% more ownership

Funds ownership: 74.56%76.06% (+1.5%)

1% less call options, than puts

Call options by funds: $1.93B | Put options by funds: $1.95B

Holders
1,183
Holders Change
+66
Holders Change %
+5.91%
% of All Funds
18.85%
Holding in Top 10
85
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.41%
% of All Funds
1.35%
New
181
Increased
457
Reduced
380
Closed
96
Calls
$1.93B
Puts
$1.95B
Net Calls
-$22.3M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PFC
1251
Phocas Financial Corp
California
-$63.1K -2,550 Closed
MS
1252
Madden Securities
Texas
-$51.5K -2,081 Closed
ANBT
1253
American National Bank & Trust
Texas
-$51K -2,074 Closed
AWM
1254
Accurate Wealth Management
Florida
-$47.7K -1,702 Closed
SL
1255
Sonnipe Ltd
Isle Of Man
-$29.5K -1,194 Closed
MSCM
1256
McElhenny Sheffield Capital Management
Texas
-$98.6K -822 Closed
CFO
1257
CVA Family Office
Colorado
-$11.8K -478 Closed
KIA
1258
Kraematon Investment Advisors
Massachusetts
-$9.89K -400 Closed
MPCL
1259
My Personal CFO LLC
Washington
-$9.25K -374 Closed
TC
1260
Trust Company
Kansas
-$9K -370 Closed
MWC
1261
MBM Wealth Consultants
Missouri
-$9K -367 Closed
FA
1262
Fiduciary Alliance
South Carolina
-$7.42K -300 Closed
GA
1263
GoalVest Advisory
New York
-$7.42K -300 Closed
JSAM
1264
J. Safra Asset Management
New York
-$7K -284 Closed
CAS
1265
Coppell Advisory Solutions
Texas
-$6.53K -264 Closed
CASC
1266
Coppell Advisory Solutions Corp
Texas
-$6.53K -264 Closed
MWM
1267
MinichMacGregor Wealth Management
New York
-$6.31K -255 Closed
GMA
1268
Glassy Mountain Advisors
Maryland
-$5.64K -228 Closed
DIP
1269
DT Investment Partners
Pennsylvania
-$4.95K -200 Closed
PWS
1270
Paragon Wealth Strategies
Florida
-$2.27K -92 Closed
Jones Financial Companies
1271
Jones Financial Companies
Missouri
-$2K -87 Closed
KFS
1272
Kelly Financial Services
Massachusetts
-$1.33K -54 Closed
EE
1273
EWG Elevate
California
-$1.14K -46 Closed
TCWA
1274
Ten Capital Wealth Advisors
Washington
-$841 -34 Closed
AIC
1275
Archer Investment Corporation
Indiana
-$223 -9 Closed

UBER Hedge Fund Activity: Q1 2023 in Review

1,183 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q1 2023, worth a combined $48.5B — up 31% from $37.1B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new UBER positions and 96 closed out — a net gain of 85 holders — while 457 added to existing stakes and 380 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1,000M. The largest seller was Citadel Advisors, cutting an estimated $259M.

  • 1,183 institutional investors held Uber (UBER) as of Q1 2023, up from 1,117 in Q4 2022.
  • Funds reported $48.5B of Uber stock for Q1 2023, up 31% quarter-over-quarter.
  • 181 funds opened new Uber positions in Q1 2023 and 96 closed out, a net change of +85 holders.
  • The largest Uber buyer in Q1 2023 was JP Morgan Chase, an estimated $1,000M added.
  • The largest Uber seller in Q1 2023 was Citadel Advisors, an estimated $259M sold.

Based on aggregated 13F filings for Q1 2023.