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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
RZH
1326
Relyea Zuckerberg Hanson
Connecticut
$295K +$275K +3,826 New
AWA
1327
Amplius Wealth Advisors
Pennsylvania
$294K -$10.3K -144 -4%
VF
1328
Vest Financial
Virginia
$293K +$273K +3,806 New
WF
1329
Welch & Forbes
Massachusetts
$292K -$287K -4,000 -51%
LI
1330
LMCG Investments
Massachusetts
$291K -$4.09K -57 -1%
GA
1331
Geller Advisors
New York
$291K +$271K +3,781 New
RVPG
1332
Relative Value Partners Group
$290K
IWN
1333
Independent Wealth Network
Iowa
$288K +$1.72K +24 +0.6%
EFM
1334
E Fund Management
China
$288K +$268K +3,740 New
TF
1335
Trek Financial
Arizona
$288K +$268K +3,740 New
MAG
1336
M3 Advisory Group
Massachusetts
$287K +$268K +3,732 New
VCM
1337
Viewpoint Capital Management
Washington
$287K
BWA
1338
Blodgett Wealth Advisors
California
$286K +$266K +3,710 New
RFN
1339
RDA Financial Network
Iowa
$285K -$14.4K -200 -5%
KCM
1340
Kennicott Capital Management
California
$283K -$43.1K -600 -14%
WP
1341
Westmount Partners
California
$283K -$3.95K -55 -1%
PFBT
1342
Parkside Financial Bank & Trust
Missouri
$282K +$147K +2,051 +127%
FHA
1343
First Horizon Advisors
Tennessee
$282K +$55.8K +778 +27%
OA
1344
Oracle Alpha
Ontario, Canada
$278K -$85.9K -1,197 -25%
JA
1345
JVL Associates
Michigan
$277K -$162K -2,257 -39%
SFP
1346
Sandbox Financial Partners
Maryland
$276K +$257K +3,581 New
AWM
1347
Avaii Wealth Management
Wisconsin
$275K -$538K -7,492 -68%
HAS
1348
HBW Advisory Services
California
$274K
IFAM
1349
Institutional & Family Asset Management
Colorado
$273K -$2.37K -33 -0.9%
CHJWM
1350
Carlton Hofferkamp & Jenks Wealth Management
Texas
$272K -$30.5K -425 -10%

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.