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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
BAM
1526
Byrne Asset Management
New Jersey
$2.28K
VWA
1527
Valued Wealth Advisors
Utah
$2.02K +$2.3K +44 New
TFA
1528
Transamerica Financial Advisors
Florida
$2K +$1.2K +23 New
NC
1529
NewSquare Capital
Pennsylvania
$1.97K -$52 -1 -3%
FFC
1530
First Financial Corp
Indiana
$1.85K
TAM
1531
Tucker Asset Management
Colorado
$1.79K
CWM
1532
Cranbrook Wealth Management
Michigan
$1.66K
RAM
1533
Riggs Asset Management
Pennsylvania
$1.54K +$1.31K +25 New
DWA
1534
Delos Wealth Advisors
Texas
$1.23K
MAWCM
1535
Mine & Arao Wealth Creation & Management
California
$1.23K
JWM
1536
Janiczek Wealth Management
Colorado
$1.17K +$419 +8 +73%
FPFS
1537
First Personal Financial Services
North Carolina
$1.17K +$994 +19 New
FDCP
1538
Foster Dykema Cabot & Partners
Massachusetts
$1.17K +$994 +19 New
TC
1539
Truvestments Capital
Florida
$677 +$575 +11 New
TWD
1540
True Wealth Design
Ohio
$555
TWP
1541
TFO Wealth Partners
Ohio
$369
CWP
1542
Concord Wealth Partners
Virginia
$308
FP
1543
Financial Perspectives
Minnesota
$308 +$262 +5 New
GCM
1544
Gladius Capital Management
Illinois
$124 -$666K -12,736 -100%
DFA
1545
DHJJ Financial Advisors
Illinois
$124
TIM
1546
Tortoise Investment Management
New York
$123
DF
1547
DecisionPoint Financial
Arizona
$62
LG
1548
LAM Group
Oregon
$62
DWM
1549
Dogwood Wealth Management
Kansas
$22
JCAM
1550
Jericho Capital Asset Management
New York
-$187M -4,068,505 Closed

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.