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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
A
1326
AJOVista
Massachusetts
$99K +$84.1K +1,608 New
EC
1327
EntryPoint Capital
New York
$97.7K +$83K +1,586 New
LFG
1328
Larson Financial Group
Missouri
$97.6K -$10.3K -197 -11%
CTA
1329
Colonial Trust Advisors
South Carolina
$94.2K
GTAM
1330
Global Trust Asset Management
Florida
$93.2K +$5.23K +100 +7%
TFIPS
1331
Towarzystwo Funduszy Inwestycyjnych PZU SA
$90.8K +$77.2K +1,475 New
IGWM
1332
ICA Group Wealth Management
Colorado
$84.4K +$71.7K +1,371 New
FIM
1333
FWL Investment Management
Texas
$83.1K
HGA
1334
Hobbs Group Advisors
South Carolina
$82.2K +$74.6K +1,426 New
CWC
1335
Carolinas Wealth Consulting
North Carolina
$80.4K -$24.5K -469 -26%
CSC
1336
Caldwell Sutter Capital
California
$80K +$32.7K +625 +93%
SWA
1337
SOA Wealth Advisors
New York
$80K +$10.5K +200 +18%
PWA
1338
Provenance Wealth Advisors
Florida
$79K +$15.4K +295 +30%
DAM
1339
Delta Asset Management
Tennessee
$78K +$889 +17 +1%
EC
1340
EdgeRock Capital
Colorado
$77.5K +$59.6K +1,139 New
PB
1341
Pinnacle Bancorp
Nebraska
$75.2K +$20.5K +391 +47%
GI
1342
Gradient Investments
Minnesota
$74.7K +$209 +4 +0.3%
VWM
1343
Venturi Wealth Management
Texas
$72.9K +$42.1K +804 +212%
GFL
1344
Granite FO LLC
New Hampshire
$72.3K
AT
1345
Arlington Trust
Alabama
$71.4K +$44.4K +849 +273%
OA
1346
Operose Advisors
Wisconsin
$70.7K +$35.1K +671 +140%
HPC
1347
HM Payson & Co
Maine
$69.4K +$1.41K +27 +2%
GWS
1348
Glassman Wealth Services
Virginia
$69.2K +$16K +305 +37%
SFCL
1349
Strengthening Families & Communities LLC
Massachusetts
$68.7K
RAM
1350
Ramirez Asset Management
New York
$67.7K

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.