We are live on ! Find out more

1,314 hedge funds and large institutions have $66.7B invested in Uber in 2023 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 472 increasing their positions, 431 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 91

38% more capital invested

Capital invested by funds: $48.5B → $66.7B (+$18.2B)

18% more funds holding in top 10

Funds holding in top 10: 85100 (+15)

11% more funds holding

Funds holding: 1,1821,314 (+132)

10% more repeat investments, than reductions

Existing positions increased: 472 | Existing positions reduced: 431

2% more call options, than puts

Call options by funds: $3.25B | Put options by funds: $3.19B

0.34% more ownership

Funds ownership: 76.06%76.4% (+0.34%)

Holders
1,314
Holders Change
+132
Holders Change %
+11.17%
% of All Funds
20.63%
Holding in Top 10
100
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+17.65%
% of All Funds
1.57%
New
232
Increased
472
Reduced
431
Closed
91
Calls
$3.25B
Puts
$3.19B
Net Calls
+$63.1M
Net Calls Change
+$85.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
1251
Piershale Financial Group
Illinois
$5.18K
SWA
1252
Sutton Wealth Advisors
Florida
$5.09K -$5.39K -145 -55%
SS
1253
Sunbelt Securities
Texas
$4.88K -$1K -27 -19%
AF
1254
Arrow Financial
New York
$4.83K +$4.16K +112 New
GIA
1255
GHP Investment Advisors
Colorado
$4.81K
MHR
1256
Matthew Hamilton Rosenberg
$4.49K
TIM
1257
Tortoise Investment Management
New York
$4.4K
BHWM
1258
Beaird Harris Wealth Management
Texas
$4.32K
CAM
1259
Chesapeake Asset Management
New York
$4.32K
GEA
1260
Glen Eagle Advisors
New Jersey
$4.32K
ICM
1261
Islay Capital Management
Texas
$4.32K
GJIA
1262
Glass Jacobson Investment Advisors
Maryland
$4.32K +$3.72K +100 New
OPTFSNA
1263
Old Point Trust & Financial Services N A
Virginia
$4.32K +$3.72K +100 New
PCTC
1264
Perkins Coie Trust Company
Washington
$4.32K
CWA
1265
Clearview Wealth Advisors
Oregon
$4.23K +$2.23K +60 +158%
FMP
1266
Financial Management Professionals
Texas
$4K
VCM
1267
Vigilant Capital Management
Maine
$4K +$3.72K +100 New
BCM
1268
Bourgeon Capital Management
Connecticut
$3.97K
CWAF
1269
Core Wealth Advisors (Florida)
Florida
$3.89K
GBT
1270
Grove Bank & Trust
Florida
$3.63K -$4.2K -113 -57%
GWSG
1271
GPS Wealth Strategies Group
Colorado
$3.54K -$1.52K -41 -33%
FPF
1272
First Pacific Financial
Washington
$3.5K +$3.01K +81 New
EC
1273
Elequin Capital
New York
$3.28K +$2.83K +76 New
KFI
1274
Key Financial Inc
Pennsylvania
$2.85K
RTL
1275
Red Tortoise LLC
Georgia
$2.68K

UBER Hedge Fund Activity: Q2 2023 in Review

1,314 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q2 2023, worth a combined $66.7B — up 38% from $48.5B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new UBER positions and 91 closed out — a net gain of 141 holders — while 472 added to existing stakes and 431 trimmed.

The largest buyer was BlackRock, adding an estimated $498M. The largest seller was Morgan Stanley, cutting an estimated $538M.

  • 1,314 institutional investors held Uber (UBER) as of Q2 2023, up from 1,182 in Q1 2023.
  • Funds reported $66.7B of Uber stock for Q2 2023, up 38% quarter-over-quarter.
  • 232 funds opened new Uber positions in Q2 2023 and 91 closed out, a net change of +141 holders.
  • The largest Uber buyer in Q2 2023 was BlackRock, an estimated $498M added.
  • The largest Uber seller in Q2 2023 was Morgan Stanley, an estimated $538M sold.

Based on aggregated 13F filings for Q2 2023.