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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
RBC
1376
Romano Brothers & Co
Illinois
$243K +$227K +3,162 New
UWS
1377
Unique Wealth Strategies
Illinois
$243K -$317K -4,410 -58%
AWM
1378
Avior Wealth Management
Nebraska
$241K +$222K +3,090 +7,537%
WAM
1379
Worth Asset Management
Texas
$241K +$225K +3,129 New
RFA
1380
Register Financial Advisors
Georgia
$241K +$224K +3,125 New
CWM
1381
Circle Wealth Management
New Jersey
$240K +$224K +3,118 New
FNFDCM
1382
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$239K +$223K +3,100 New
SCM
1383
Saxony Capital Management
Missouri
$239K +$223K +3,100 New
IFPG
1384
Intrepid Financial Planning Group
Indiana
$238K -$14K -195 -6%
BAM
1385
Berkshire Asset Management
Pennsylvania
$238K +$222K +3,097 New
KI
1386
Keystone Investors
Singapore
$238K -$1.11M -15,500 -83%
AI
1387
Atom Investors
Texas
$238K -$50K -696 -18%
SIA
1388
Soltis Investment Advisors
Utah
$238K +$222K +3,086 New
C1AG
1389
Client 1st Advisory Group
Florida
$238K +$221K +3,085 New
JIC
1390
Joel Isaacson & Co
New York
$237K +$221K +3,076 New
FMN
1391
Financial Management Network
California
$237K +$227K +3,158 New
HWM
1392
HighMark Wealth Management
Minnesota
$236K -$39.9K -556 -16%
TCWM
1393
Total Clarity Wealth Management
Illinois
$236K +$220K +3,067 New
BBW
1394
Blue Barn Wealth
Utah
$236K +$220K +3,061 New
AC
1395
Abbrea Capital
California
$235K +$219K +3,052 New
LA
1396
LVW Advisors
New York
$235K +$219K +3,049 New
FHC
1397
First Heartland Consultants
Missouri
$233K +$218K +3,031 New
PFPT
1398
Pinnacle Financial Partners (Tennessee)
Tennessee
$233K -$19.2K -267 -8%
TPA
1399
Trivium Point Advisory
Connecticut
$231K +$215K +2,997 New
BFA
1400
Beaumont Financial Advisors
Massachusetts
$231K +$215K +2,996 New

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.