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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
AW
1276
Avion Wealth
Texas
$14K +$1.55K +34 +11%
OP
1277
ORG Partners
Indiana
$13.9K +$91 +2 +0.7%
CHC
1278
City Holding Co
West Virginia
$13.8K
IAS
1279
IMA Advisory Services
Colorado
$13.8K
TLA
1280
Tanglewood Legacy Advisors
Texas
$13.8K
SIC
1281
Salem Investment Counselors
North Carolina
$13.4K -$10.5K -229 -44%
ME
1282
McIlrath & Eck
Washington
$13.3K
AAP
1283
Arax Advisory Partners
Colorado
$12.5K
KFS
1284
Kelly Financial Services
Massachusetts
$12.3K +$12.2K +268 New
CTC
1285
Central Trust Company
Missouri
$11.5K
HCM
1286
Highlander Capital Management
New Jersey
$11K
OCM
1287
Osterweis Capital Management
California
$10.9K
CCMW
1288
Cypress Capital Management (Wyoming)
Wyoming
$10.8K
NSIM
1289
North Star Investment Management
Illinois
$10.8K
AP
1290
Advisors Preferred
Maryland
$10.7K
RCG
1291
Rock Creek Group
District of Columbia
$10.2K +$10.1K +221 New
Loomis, Sayles & Company
1292
Loomis, Sayles & Company
Massachusetts
$10K -$395K -8,655 -97%
BC
1293
Bartlett & Co
Ohio
$10K +$777 +17 +9%
BCWM
1294
Bartlett & Co Wealth Management
Ohio
$9.98K +$777 +17 +9%
AWM
1295
Activest Wealth Management
Florida
$9.61K +$9.55K +209 New
CT
1296
Caldwell Trust
Florida
$9.2K
CQS
1297
Credential Qtrade Securities
$9.2K
EWM
1298
Evermay Wealth Management
Virginia
$9.2K
CT
1299
Cambridge Trust
Massachusetts
$9.2K +$9.14K +200 New
HRC
1300
Hoertkorn Richard Charles
$9.2K +$9.14K +200 New

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.