We are live on ! Find out more

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
PC
1301
Permit Capital
Pennsylvania
$168K +$143K +2,725 New
SG
1302
StepStone Group
California
$167K +$142K +2,718 New
KSWA
1303
Kathleen S. Wright Associates
Pennsylvania
$165K
WSCM
1304
Wellington Shields Capital Management
New York
$160K +$136K +2,597 New
QC
1305
Quent Capital
New York
$158K +$29K +555 +28%
APW
1306
Austin Private Wealth
Texas
$156K +$132K +2,532 New
JPWM
1307
Jamison Private Wealth Management
Georgia
$150K
C
1308
Covestor
United Kingdom
$150K +$575 +11 +0.5%
MSWM
1309
McGlone Suttner Wealth Management
Wisconsin
$150K +$127K +2,434 New
CF
1310
Centaurus Financial
California
$147K -$7.48K -143 -6%
FWM
1311
Focused Wealth Management
New York
$147K +$24.8K +475 +25%
HBT
1312
Hills Bank & Trust
Iowa
$145K
CT
1313
Colonial Trust
South Carolina
$144K +$10.7K +205 +10%
FMII
1314
Farmers & Merchants Investments Inc
Nebraska
$144K +$66.2K +1,266 +118%
SA
1315
SRH Advisors
Kansas
$141K
CNBTD
1316
Citizens National Bank Trust Department
Mississippi
$140K -$785 -15 -0.7%
HCP
1317
Hexagon Capital Partners
Arkansas
$140K +$13.1K +251 +12%
RDFA
1318
Ritter Daniher Financial Advisory
Ohio
$139K +$87.7K +1,676 +288%
JEST
1319
JTC Employer Solutions Trustee
Jersey
$126K
TCM
1320
Tradewinds Capital Management
Washington
$118K
FFA
1321
Frazier Financial Advisors
Ohio
$111K +$93.9K +1,795 New
FBC
1322
Fairfield, Bush & Co
Connecticut
$109K +$92.3K +1,764 New
SOW
1323
State of Wyoming
Wyoming
$109K +$92.2K +1,763 New
WTC
1324
WhitTier Trust Company
Nevada
$107K -$3.92K -75 -4%
PFBT
1325
Parkside Financial Bank & Trust
Missouri
$99.4K +$7.06K +135 +9%

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.