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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
KFS
1501
Kelly Financial Services
Massachusetts
$4.37K -$10.3K -197 -74%
AA
1502
Addison Advisors
Vermont
$4.25K
KFI
1503
Key Financial Inc
Pennsylvania
$4.06K
AIC
1504
Archer Investment Corporation
Indiana
$4.06K +$837 +16 +32%
SC
1505
Stephens Consulting
Michigan
$4K +$2.09K +40 +160%
VCM
1506
Versant Capital Management
Arizona
$3.94K +$1.1K +21 +49%
RTL
1507
Red Tortoise LLC
Georgia
$3.82K
VAG
1508
VisionPoint Advisory Group
Texas
$3.63K +$1.67K +32 +119%
FSWA
1509
Financial Synergies Wealth Advisors
Texas
$3.34K
PP
1510
PFS Partners
New Jersey
$3.33K
PGAM
1511
Princeton Global Asset Management
New Jersey
$3.2K +$2.72K +52 New
NMM
1512
Naples Money Management
Florida
$3.08K +$2.62K +50 New
AF
1513
Arrow Financial
New York
$3.02K -$3.3K -63 -56%
CSB
1514
City State Bank
Iowa
$3K
OCM
1515
Orion Capital Management
California
$2.96K
BGAI
1516
Bruce G. Allen Investments
Colorado
$2.89K +$2.46K +47 New
AAG
1517
Armstrong Advisory Group
Massachusetts
$2.77K
PS
1518
PayPay Securities
Japan
$2.71K +$732 +14 +47%
CHA
1519
Carmichael Hill & Associates
Maryland
$2.65K
DPW
1520
DiNuzzo Private Wealth
Pennsylvania
$2.52K +$2.15K +41 New
AWM
1521
Avior Wealth Management
Nebraska
$2.52K
CIR
1522
Clear Investment Research
Georgia
$2.52K
KWAG
1523
Kiely Wealth Advisory Group
North Carolina
$2.51K +$1.99K +38 New
CTB
1524
Country Trust Bank
Illinois
$2.46K +$2.09K +40 New
PCM
1525
Perritt Capital Management
Illinois
$2.34K

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.