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1,849 hedge funds and large institutions have $130B invested in Uber in 2024 Q3 according to their latest regulatory filings, with 220 funds opening new positions, 862 increasing their positions, 562 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 128

53% more repeat investments, than reductions

Existing positions increased: 862 | Existing positions reduced: 562

4% more funds holding

Funds holding: 1,7721,849 (+77)

4% more capital invested

Capital invested by funds: $126B → $130B (+$4.8B)

0.02% more ownership

Funds ownership: 82.52%82.54% (+0.02%)

1% less call options, than puts

Call options by funds: $3.63B | Put options by funds: $3.67B

10% less funds holding in top 10

Funds holding in top 10: 8980 (-9)

Holders
1,849
Holders Change
+77
Holders Change %
+4.35%
% of All Funds
26.55%
Holding in Top 10
80
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.11%
% of All Funds
1.15%
New
220
Increased
862
Reduced
562
Closed
128
Calls
$3.63B
Puts
$3.67B
Net Calls
-$32.8M
Net Calls Change
-$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1251
Perfromance Wealth Partners
Illinois
$500K +$469K +6,657 New
PGFC
1252
Peapack-Gladstone Financial Corp
New Jersey
$494K +$109K +1,550 +31%
CIM
1253
CIM Investment Management
Pennsylvania
$489K -$19.6K -279 -4%
CF
1254
Convergence Financial
Missouri
$488K -$125K -1,778 -22%
SDWMA
1255
Schneider Downs Wealth Management Advisors
Pennsylvania
$487K +$456K +6,480 New
PP
1256
Pegasus Partners
Wisconsin
$486K +$107K +1,522 +31%
VNA
1257
Valley National Advisers
Pennsylvania
$486K -$177K -2,508 -28%
AGP
1258
Autumn Glory Partners
Texas
$486K +$227K +3,230 +100%
IFWM
1259
Institute for Wealth Management
Colorado
$485K +$117K +1,655 +35%
CHAM
1260
Clear Harbor Asset Management
Connecticut
$484K +$563 +8 +0.1%
CPW
1261
Catalyst Private Wealth
California
$483K
PIA
1262
Perennial Investment Advisors
California
$481K -$5.28K -75 -1%
BSHC
1263
Breed's Hill Capital
Massachusetts
$479K
LC
1264
Lindbrook Capital
California
$478K +$56.3K +800 +14%
IDA
1265
Intelligence Driven Advisers
California
$477K +$72K +1,023 +19%
PA
1266
Procyon Advisors
Connecticut
$476K +$9.22K +131 +2%
MA
1267
Mutual Advisors
Nebraska
$475K +$35.5K +504 +9%
CH
1268
Cromwell Holdings
Wyoming
$474K -$28.1K -399 -6%
FHA
1269
First Horizon Advisors
Tennessee
$473K +$45.7K +649 +12%
AIMA
1270
Ables Iannone Moore & Associates
Georgia
$469K -$7.39K -105 -2%
ESB
1271
Essex Savings Bank
Connecticut
$469K -$4.65K -66 -1%
CWP
1272
Curated Wealth Partners
California
$468K -$422 -6 -0.1%
LA
1273
LVW Advisors
New York
$468K +$184K +2,615 +72%
WCA
1274
Westover Capital Advisors
Delaware
$467K -$118K -1,670 -21%
SWA
1275
SFMG Wealth Advisors
Texas
$465K -$5.84K -83 -1%

UBER Hedge Fund Activity: Q3 2024 in Review

1,849 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q3 2024, worth a combined $130B — up 3.8% from $126B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new UBER positions and 128 closed out — a net gain of 92 holders — while 862 added to existing stakes and 562 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $914M. The largest seller was JP Morgan Chase, cutting an estimated $716M.

  • 1,849 institutional investors held Uber (UBER) as of Q3 2024, up from 1,772 in Q2 2024.
  • Funds reported $130B of Uber stock for Q3 2024, up 3.8% quarter-over-quarter.
  • 220 funds opened new Uber positions in Q3 2024 and 128 closed out, a net change of +92 holders.
  • The largest Uber buyer in Q3 2024 was Capital Research Global Investors, an estimated $914M added.
  • The largest Uber seller in Q3 2024 was JP Morgan Chase, an estimated $716M sold.

Based on aggregated 13F filings for Q3 2024.