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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
BCM
1326
Bourgeon Capital Management
Connecticut
$4.23K
CWAF
1327
Core Wealth Advisors (Florida)
Florida
$4.14K
FAM
1328
Flaharty Asset Management
Florida
$4.09K +$4.07K +89 New
BTI
1329
Blue Trust Inc
Georgia
$4K +$3.47K +76 +447%
GWSG
1330
GPS Wealth Strategies Group
Colorado
$3.82K +$46 +1 +1%
WWM
1331
Wolff Wiese Magana
California
$3.22K -$7.13K -156 -69%
AA
1332
Addison Advisors
Vermont
$3.17K +$3.15K +69 New
KFI
1333
Key Financial Inc
Pennsylvania
$3.04K
RTL
1334
Red Tortoise LLC
Georgia
$2.85K
PP
1335
PFS Partners
New Jersey
$2.48K
AWM
1336
AllSquare Wealth Management
New York
$2.3K
AIC
1337
Archer Investment Corporation
Indiana
$2.3K +$2.28K +50 New
OCM
1338
Orion Capital Management
California
$2.21K +$2.19K +48 New
AAG
1339
Armstrong Advisory Group
Massachusetts
$2.07K
CA
1340
Centerpoint Advisors
Massachusetts
$2K -$29K -635 -94%
BAM
1341
Byrne Asset Management
New Jersey
$2K
CSB
1342
City State Bank
Iowa
$2K
CHA
1343
Carmichael Hill & Associates
Maryland
$1.98K
VCM
1344
Versant Capital Management
Arizona
$1.98K
SC
1345
SouthState Corp
Florida
$1.93K +$1.92K +42 New
CIR
1346
Clear Investment Research
Georgia
$1.89K
AWM
1347
Avior Wealth Management
Nebraska
$1.89K
HL
1348
HeadInvest LLC
Maine
$1.83K +$1.83K +40 New
PCM
1349
Perritt Capital Management
Illinois
$1.75K +$1.74K +38 New
RG
1350
Retirement Group
California
$1.66K -$5.21K -114 -76%

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.