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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
TIM
1476
Thompson Investment Management
Wisconsin
$9.23K
RF
1477
Robinswood Financial
Washington
$8.62K
BHWM
1478
Beaird Harris Wealth Management
Texas
$8.5K +$1.99K +38 +38%
T
1479
Tidemark
California
$8.07K +$6.85K +131 New
GJIA
1480
Glass Jacobson Investment Advisors
Maryland
$7.7K +$1.31K +25 +25%
LFA
1481
LGT Financial Advisors
Texas
$7.51K
AP
1482
Aspect Partners
Virginia
$7.39K +$6.28K +120 New
GIA
1483
GHP Investment Advisors
Colorado
$6.77K
KA
1484
Kozak & Associates
Colorado
$6.37K
IRC
1485
Investors Research Corp
Georgia
$6.16K -$4.5K -86 -46%
GEA
1486
Glen Eagle Advisors
New Jersey
$6.16K
ICM
1487
Islay Capital Management
Texas
$6.16K
OPTFSNA
1488
Old Point Trust & Financial Services N A
Virginia
$6.16K +$5.23K +100 New
PCTC
1489
Perkins Coie Trust Company
Washington
$6.16K -$5.02K -96 -49%
AA
1490
AlphaMark Advisors
Kentucky
$6K +$5.23K +100 New
BCM
1491
Bourgeon Capital Management
Connecticut
$5.67K
CWAF
1492
Core Wealth Advisors (Florida)
Florida
$5.54K
MCM
1493
MV Capital Management
Maryland
$5.42K +$4.6K +88 New
WWM
1494
Wolff Wiese Magana
California
$5.23K +$785 +15 +21%
QL
1495
Quarry LP
New York
$5.17K -$71.1K -1,359 -94%
GWSG
1496
GPS Wealth Strategies Group
Colorado
$5.11K
NICM
1497
Neo Ivy Capital Management
New York
$5K -$908K -17,352 -100%
PCMC
1498
Planning Capital Management Corporation
Pennsylvania
$4.99K +$4.24K +81 New
MSG
1499
Main Street Group
Virginia
$4.62K +$3.92K +75 New
AAP
1500
Arax Advisory Partners
Colorado
$4.37K -$10.5K -200 -74%

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.