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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
HWA
1251
Heritage Wealth Advisors
Virginia
$23K
MTIC
1252
Missouri Trust & Investment Company
Missouri
$23K
OA
1253
Operose Advisors
Wisconsin
$22K +$21.8K +478 New
NA
1254
Nordwand Advisors
Pennsylvania
$20.7K
MCM
1255
Manchester Capital Management
Vermont
$20.4K +$320 +7 +2%
GBT
1256
Grove Bank & Trust
Florida
$20.1K +$16.1K +353 +420%
SCA
1257
Stonebridge Capital Advisors
Minnesota
$19.4K
PG
1258
Proffitt & Goodson
Tennessee
$19.3K +$3.2K +70 +20%
RFG
1259
RFP Financial Group
Georgia
$18.6K
BWM
1260
Baystate Wealth Management
Massachusetts
$18.4K -$4.57K -100 -20%
BLC
1261
Brown, Lisle/Cummings
Rhode Island
$18.4K
PAG
1262
Paladin Advisory Group
Iowa
$18.4K
RA
1263
Rise Advisors
New York
$17.9K
VWM
1264
Venturi Wealth Management
Texas
$17.5K
BC
1265
Barrett & Company
Rhode Island
$17.2K
FPF
1266
First Pacific Financial
Washington
$17.2K +$13.4K +293 +362%
RFA
1267
Register Financial Advisors
Georgia
$16.1K
BBPWM
1268
Blue Bell Private Wealth Management
Pennsylvania
$16.1K +$91 +2 +0.6%
RDIA
1269
RE Dickinson Investment Advisors
Iowa
$16K
SFG
1270
Steward Financial Group
Texas
$15K +$15.2K +333 New
OLVIG
1271
Oliver Lagore Vanvalin Investment Group
Michigan
$14.5K
AP
1272
Arlington Partners
Alabama
$14.3K -$53K -1,160 -79%
AT
1273
Arlington Trust
Alabama
$14.3K +$14.2K +311 New
SC
1274
Solstein Capital
California
$14.3K
IHWM
1275
Iron Horse Wealth Management
Iowa
$14.3K +$6.85K +150 +94%

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.