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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
BC
1376
Bartlett & Co
Ohio
$45K +$25.9K +495 +228%
BCWM
1377
Bartlett & Co Wealth Management
Ohio
$45K +$25.9K +495 +228%
CP
1378
Castleview Partners
Texas
$43.8K -$42.8K -819 -53%
BIA
1379
Bell Investment Advisors
California
$43.3K -$157 -3 -0.4%
BBHC
1380
Brown Brothers Harriman & Co
New York
$43.3K -$16.5K -315 -31%
CIA
1381
Cape Investment Advisory
Georgia
$42.9K -$27.6K -527 -43%
SIC
1382
Salem Investment Counselors
North Carolina
$42.4K +$20.8K +397 +136%
EA
1383
Evolution Advisers
Virginia
$41K +$36.6K +700 New
JWA
1384
JFS Wealth Advisors
Pennsylvania
$40.6K +$471 +9 +1%
TCWA
1385
Turtle Creek Wealth Advisors
Texas
$40.6K +$34.5K +659 New
CFFP
1386
Center for Financial Planning
Michigan
$40K
GI
1387
GS Investments
Minnesota
$40K
CAS
1388
Coppell Advisory Solutions
Texas
$38.7K +$19.1K +365 +138%
MCM
1389
MidAtlantic Capital Management
Virginia
$37K +$31.4K +601 New
PWMG
1390
Private Wealth Management Group
New Jersey
$36.5K +$31K +592 New
BTI
1391
Blue Trust Inc
Georgia
$36K +$35.8K +684 +735%
OLVIG
1392
Oliver Lagore Vanvalin Investment Group
Michigan
$35.6K +$13.7K +262 +83%
O
1393
Ossiam
France
$35.2K +$29.9K +572 New
SAG
1394
Spotlight Asset Group
Illinois
$34.8K
POIA
1395
Pin Oak Investment Advisors
Texas
$34K -$6.54K -125 -19%
CWM
1396
CarsonAllaria Wealth Management
Illinois
$33.6K +$1.83K +35 +7%
OIAM
1397
OFI Invest Asset Management
France
$33.3K -$105 -2 -0.3%
GKIM
1398
GW&K Investment Management
Massachusetts
$33K +$28.1K +537 New
BBPWM
1399
Blue Bell Private Wealth Management
Pennsylvania
$32.3K +$9.1K +174 +50%
EWP
1400
Elevation Wealth Partners
California
$32.2K +$36.6K +700 New

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.