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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
FC
1276
FORA Capital
Florida
$210K +$179K +3,414 New
MAG
1277
MRA Advisory Group
New Jersey
$210K +$178K +3,411 New
JCM
1278
Jacobi Capital Management
Pennsylvania
$206K +$175K +3,346 New
QPWM
1279
Quadrant Private Wealth Management
Pennsylvania
$206K -$248K -4,739 -59%
AGP
1280
Autumn Glory Partners
Texas
$206K +$169K +3,230 New
BWCS
1281
Beirne Wealth Consulting Services
Connecticut
$205K +$175K +3,337 New
CCA
1282
Childress Capital Advisors
Texas
$205K +$174K +3,323 New
PFPT
1283
Pinnacle Financial Partners (Tennessee)
Tennessee
$203K +$172K +3,292 New
IFPG
1284
Intrepid Financial Planning Group
Indiana
$203K +$172K +3,289 New
CA
1285
Cornerstone Advisory
Maryland
$202K +$171K +3,273 New
PPW
1286
Pasadena Private Wealth
California
$200K +$170K +3,250 New
EF
1287
Empirical Finance
Pennsylvania
$200K +$170K +3,249 New
HCM
1288
Hollencrest Capital Management
California
$198K +$95.2K +1,820 +130%
WPWM
1289
Western Pacific Wealth Management
Illinois
$196K +$37.3K +713 +29%
CCM
1290
Chilton Capital Management
Texas
$191K -$73.2K -1,400 -31%
CAC
1291
Core Alternative Capital
Georgia
$190K -$9K -172 -5%
RS
1292
Rakuten Securities
Japan
$188K +$159K +3,048 New
AA
1293
AlphaCentric Advisors
Puerto Rico
$185K -$15.6K -299 -9%
FCA
1294
FinTrust Capital Advisors
South Carolina
$185K +$72.8K +1,391 +87%
PIM
1295
Plato Investment Management
Australia
$182K +$155K +2,963 New
FHA
1296
First Horizon Advisors
Tennessee
$178K +$12.6K +241 +9%
ADL
1297
Asset Dedication LLC
California
$174K +$8.47K +162 +6%
CA
1298
Clearstead Advisors
Ohio
$172K -$523K -10,000 -78%
ECM
1299
EMC Capital Management
Texas
$172K
DSC
1300
Duncker Streett & Co
Missouri
$171K

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.