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1,713 hedge funds and large institutions have $131B invested in Uber in 2024 Q1 according to their latest regulatory filings, with 291 funds opening new positions, 622 increasing their positions, 619 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 291 | Existing positions closed: 103

16% more capital invested

Capital invested by funds: $113B → $131B (+$18.3B)

11% more funds holding

Funds holding: 1,5501,713 (+163)

0% more repeat investments, than reductions

Existing positions increased: 622 | Existing positions reduced: 619

0% more funds holding in top 10

Funds holding in top 10: 9494 (0)

0% less call options, than puts

Call options by funds: $4.21B | Put options by funds: $4.23B

6.92% less ownership

Funds ownership: 89.01%82.09% (-6.9%)

Holders
1,713
Holders Change
+163
Holders Change %
+10.52%
% of All Funds
24.68%
Holding in Top 10
94
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.35%
New
291
Increased
622
Reduced
619
Closed
103
Calls
$4.21B
Puts
$4.23B
Net Calls
-$16.6M
Net Calls Change
+$306M
Name Holding Trade Value Shares
Change
Change in
Stake
HC
1301
Hourglass Capital
Texas
$324K -$144K -2,000 -32%
OR
1302
Olympiad Research
Connecticut
$323K +$302K +4,201 New
MA
1303
Montag & Associates
Georgia
$323K -$502 -7 -0.2%
YCG
1304
Yeomans Consulting Group
Georgia
$322K +$300K +4,185 New
SIM
1305
SSI Investment Management
California
$321K -$3.23K -45 -1%
EWM
1306
Edge Wealth Management
New York
$321K -$144K -2,000 -32%
LFA
1307
Legacy Financial Advisors
Kentucky
$320K -$102K -1,414 -25%
PFGIA
1308
Patriot Financial Group Insurance Agency
Massachusetts
$320K +$44.3K +617 +17%
PPC
1309
Park Place Capital
Alabama
$319K -$41.2K -574 -12%
PA
1310
PFW Advisors
Georgia
$316K +$4.09K +57 +1%
W
1311
WealthCollab
Washington
$315K +$7.18K +100 +3%
TFF
1312
The Family Firm
Maryland
$315K
AFAS
1313
Acorn Financial Advisory Services
Virginia
$314K +$1.08K +15 +0.4%
WFI
1314
West Family Investments
California
$314K
NCM
1315
Northwest Capital Management
Oregon
$310K
LS
1316
Livforsakringsbolaget Skandia
Sweden
$309K
CAMG
1317
CWA Asset Management Group
Florida
$309K +$288K +4,008 New
PMG
1318
ProVise Management Group
Florida
$308K +$35.9K +500 +14%
VCP
1319
Verus Capital Partners
Arizona
$307K -$33.8K -471 -11%
AWM
1320
Accurate Wealth Management
Florida
$306K +$57.7K +804 +22%
AFG
1321
Albion Financial Group
Utah
$302K +$13.4K +186 +5%
UAG
1322
United Advisor Group
Ohio
$301K +$280K +3,905 New
SWA
1323
Stratos Wealth Advisors
Ohio
$300K +$5.17K +72 +2%
WI
1324
Wintrust Investments
Illinois
$298K +$21.5K +300 +8%
HCM
1325
Highview Capital Management
Illinois
$297K +$277K +3,855 New

UBER Hedge Fund Activity: Q1 2024 in Review

1,713 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q1 2024, worth a combined $131B — up 16% from $113B a quarter earlier.

Buyers outnumbered sellers: 291 funds opened new UBER positions and 103 closed out — a net gain of 188 holders — while 622 added to existing stakes and 619 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $718M. The largest seller was Morgan Stanley, cutting an estimated $10.1B.

  • 1,713 institutional investors held Uber (UBER) as of Q1 2024, up from 1,550 in Q4 2023.
  • Funds reported $131B of Uber stock for Q1 2024, up 16% quarter-over-quarter.
  • 291 funds opened new Uber positions in Q1 2024 and 103 closed out, a net change of +188 holders.
  • The largest Uber buyer in Q1 2024 was T. Rowe Price Associates, an estimated $718M added.
  • The largest Uber seller in Q1 2024 was Morgan Stanley, an estimated $10.1B sold.

Based on aggregated 13F filings for Q1 2024.