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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
PCTC
1301
Perkins Coie Trust Company
Washington
$9.01K +$4.39K +96 +96%
AIP
1302
Ameritas Investment Partners
Nebraska
$8.92K +$8.86K +194 New
IRC
1303
Investors Research Corp
Georgia
$8.55K
JMF
1304
Johnson Midwest Financial
Iowa
$8.46K
OIA
1305
Optimum Investment Advisors
Illinois
$8.28K
LF
1306
Lee Financial
Texas
$7.13K
TIM
1307
Thompson Investment Management
Wisconsin
$6.9K
CAS
1308
Coppell Advisory Solutions
Texas
$6.53K -$49.8K -1,091 -81%
RF
1309
Robinswood Financial
Washington
$6.44K -$2.69K -59 -30%
FSWA
1310
Financial Synergies Wealth Advisors
Texas
$6.21K
PS
1311
PayPay Securities
Japan
$6.08K +$46 +1 +3%
SS
1312
Sunbelt Securities
Texas
$5.89K +$685 +15 +13%
LFA
1313
LGT Financial Advisors
Texas
$5.61K +$5.57K +122 New
SWA
1314
Sutton Wealth Advisors
Florida
$5.43K
AF
1315
Arrow Financial
New York
$5.15K
BOC
1316
Bull Oak Capital
California
$5.11K +$5.07K +111 New
FMP
1317
Financial Management Professionals
Texas
$5K
GIA
1318
GHP Investment Advisors
Colorado
$4.78K
MHR
1319
Matthew Hamilton Rosenberg
$4.78K
BHWM
1320
Beaird Harris Wealth Management
Texas
$4.6K
CAM
1321
Chesapeake Asset Management
New York
$4.6K
GJIA
1322
Glass Jacobson Investment Advisors
Maryland
$4.6K
GEA
1323
Glen Eagle Advisors
New Jersey
$4.6K
ICM
1324
Islay Capital Management
Texas
$4.6K
KA
1325
Kozak & Associates
Colorado
$4.58K +$4.57K +100 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.