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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
P
1401
&Partners
Tennessee
$230K +$215K +2,990 New
APW
1402
Austin Private Wealth
Texas
$229K +$32.2K +448 +18%
MSWM
1403
McGlone Suttner Wealth Management
Wisconsin
$229K +$38.5K +536 +22%
CFS
1404
CRA Financial Services
New Jersey
$228K -$63.9K -890 -23%
MS
1405
Mizuho Securities
Japan
$228K -$688K -9,580 -76%
MIM
1406
Merrion Investment Management
New Jersey
$227K +$212K +2,950 New
HFP
1407
Holistic Financial Partners
Indiana
$227K +$212K +2,947 New
FC
1408
Fusion Capital
South Carolina
$226K +$211K +2,936 New
SCM
1409
SOL Capital Management
Maryland
$226K +$211K +2,934 New
ADL
1410
Asset Dedication LLC
California
$225K +$6.6K +92 +3%
BWM
1411
BCGM Wealth Management
Indiana
$225K +$210K +2,919 New
TPWA
1412
TRUE Private Wealth Advisors
Oregon
$224K +$208K +2,903 New
FWM
1413
FFT Wealth Management
Pennsylvania
$223K +$208K +2,902 New
UAS
1414
United Asset Strategies
New York
$223K +$208K +2,901 New
PPWM
1415
Perissos Private Wealth Management
Oklahoma
$223K +$208K +2,900 New
SIC
1416
Sterling Investment Counsel
New York
$223K +$208K +2,900 New
NAM
1417
NTV Asset Management
West Virginia
$223K -$43.6K -608 -17%
ACI
1418
Alpha Cubed Investments
California
$222K +$207K +2,886 New
PGF
1419
Plan Group Financial
Oklahoma
$222K +$207K +2,880 New
CA
1420
Crewe Advisors
Utah
$219K +$204K +2,845 New
SC
1421
Syon Capital
California
$219K +$204K +2,839 New
JSC
1422
Jackson Square Capital
California
$217K +$202K +2,817 New
GFA
1423
Gallagher Fiduciary Advisors
Illinois
$217K +$202K +2,814 New
B
1424
Bellecapital
Switzerland
$216K +$201K +2,800 New
AFO
1425
Arrowroot Family Office
California
$215K +$201K +2,795 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.