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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
CWP
1351
Capital Wealth Planning
Florida
$272K +$253K +3,527 New
ISWM
1352
Independent Solutions Wealth Management
New York
$270K -$37.3K -519 -13%
MCI
1353
MRP Capital Investments
Georgia
$269K
CG
1354
Corundum Group
Colorado
$267K -$11.5K -160 -4%
SFFS
1355
Stonehage Fleming Financial Services
Jersey
$266K -$1.39M -19,298 -68%
CWM
1356
Cornerstone Wealth Management
Missouri
$266K -$55.3K -770 -18%
HA
1357
Herold Advisors
New York
$266K -$14.4K -200 -5%
FCM
1358
Fourpath Capital Management
Oklahoma
$265K -$22.4K -312 -8%
CRI
1359
Colonial River Investments
Virginia
$261K -$19.2K -268 -7%
IP
1360
Ignite Planners
California
$259K +$244K +3,396 New
RIM
1361
Redwood Investment Management
Arizona
$259K +$241K +3,361 New
JCM
1362
Jacobi Capital Management
Pennsylvania
$258K
BSW
1363
Buckingham Strategic Wealth
Missouri
$256K +$239K +3,329 New
SMA
1364
Sage Mountain Advisors
Georgia
$254K +$237K +3,305 New
ECM
1365
EMC Capital Management
Texas
$254K +$35.9K +500 +18%
WPWM
1366
Western Pacific Wealth Management
Illinois
$252K +$6.39K +89 +3%
DCM
1367
DGS Capital Management
New Jersey
$252K +$235K +3,274 New
PPW
1368
Pasadena Private Wealth
California
$250K
PWMAG
1369
Pinnacle Wealth Management Advisory Group
New Jersey
$250K +$233K +3,247 New
OL
1370
Optas LLC
Texas
$249K +$232K +3,230 New
AGP
1371
Autumn Glory Partners
Texas
$249K
SYBT
1372
Stock Yards Bank & Trust
Kentucky
$249K +$232K +3,230 New
WI
1373
WrapManager Inc
California
$248K +$232K +3,227 New
FTWA
1374
Fifth Third Wealth Advisors
Ohio
$246K +$230K +3,200 New
SRL
1375
Scientech Research LLC
New Jersey
$246K -$77K -1,073 -25%

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.