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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
AWM
1251
Accurate Wealth Management
Florida
$230K +$189K +3,618 New
VCM
1252
Viewpoint Capital Management
Washington
$230K +$195K +3,729 New
WP
1253
Westmount Partners
California
$230K -$39K -745 -17%
IWN
1254
Independent Wealth Network
Iowa
$229K +$195K +3,719 New
CFG
1255
Citizens Financial Group
Rhode Island
$229K +$194K +3,717 New
IC
1256
Iconiq Capital
California
$229K +$194K +3,716 New
MCP
1257
Mirador Capital Partners
California
$227K +$193K +3,691 New
DFCM
1258
Dark Forest Capital Management
Puerto Rico
$226K -$219K -4,182 -53%
CRI
1259
Colonial River Investments
Virginia
$225K +$191K +3,658 New
HA
1260
Herold Advisors
New York
$225K +$191K +3,650 New
CG
1261
Corundum Group
Colorado
$224K +$190K +3,633 New
GI
1262
GAMMA Investing
California
$224K +$179K +3,427 New
HWM
1263
HighMark Wealth Management
Minnesota
$221K +$2.2K +42 +1%
IFAM
1264
Institutional & Family Asset Management
Colorado
$221K -$2.46K -47 -1%
TIA
1265
Trust Investment Advisors
Indiana
$220K +$187K +3,581 New
WI
1266
Wintrust Investments
Illinois
$220K -$46.4K -886 -20%
PFGIA
1267
Patriot Financial Group Insurance Agency
Massachusetts
$218K +$185K +3,538 New
DC
1268
DeDora Capital
California
$217K +$185K +3,531 New
KCFA
1269
Key Client Fiduciary Advisors
New Jersey
$216K +$184K +3,510 New
PMG
1270
ProVise Management Group
Florida
$216K -$52.3K -1,000 -22%
ARC
1271
Advisor Resource Council
Texas
$216K +$183K +3,504 New
NAM
1272
NTV Asset Management
West Virginia
$215K -$592K -11,325 -76%
MCI
1273
MRP Capital Investments
Georgia
$215K +$183K +3,500 New
HCM
1274
Howland Capital Management
Massachusetts
$215K +$183K +3,490 New
IA
1275
IFG Advisory
Georgia
$213K +$181K +3,455 New

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.