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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
RA
1426
Rise Advisors
New York
$24K
BWM
1427
Baystate Wealth Management
Massachusetts
$23.7K -$837 -16 -4%
BC
1428
Barrett & Company
Rhode Island
$23.1K
AWM
1429
Abound Wealth Management
Tennessee
$22.3K +$17.2K +329 +968%
MHR
1430
Matthew Hamilton Rosenberg
$22K +$13.2K +253 +243%
PG
1431
Proffitt & Goodson
Tennessee
$21.6K -$3.66K -70 -17%
SIC
1432
SJS Investment Consulting
Ohio
$21.3K +$16.4K +314 +981%
RDIA
1433
RE Dickinson Investment Advisors
Iowa
$21K
AWM
1434
Atticus Wealth Management
Florida
$20.4K +$17.3K +331 New
S
1435
Sachetta
Massachusetts
$20.1K +$17.1K +327 New
IHWM
1436
Iron Horse Wealth Management
Iowa
$19.1K
SC
1437
Solstein Capital
California
$19.1K
TLA
1438
Tanglewood Legacy Advisors
Texas
$18.5K
CHC
1439
City Holding Co
West Virginia
$18.5K
FPF
1440
First Pacific Financial
Washington
$18K -$4.24K -81 -22%
ME
1441
McIlrath & Eck
Washington
$17.8K
PMFA
1442
Plante Moran Financial Advisors
Michigan
$17.7K +$15K +287 New
AWM
1443
Able Wealth Management
New Jersey
$16K +$13.6K +260 New
SA
1444
Scarborough Advisors
Maryland
$16K +$13.6K +260 New
FRA
1445
Frank Rimerman Advisors
California
$15.9K +$13.5K +259 New
EWM
1446
Evermay Wealth Management
Virginia
$15.8K +$2.98K +57 +29%
BFPW
1447
BOK Financial Private Wealth
Colorado
$15.4K +$13.1K +250 New
AW
1448
Avion Wealth
Texas
$15K -$5.28K -101 -30%
FWM
1449
FSA Wealth Management
Massachusetts
$15K +$13.1K +250 New
OCM
1450
Osterweis Capital Management
California
$14.7K

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.