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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
BFPW
1551
BOK Financial Private Wealth
Colorado
$46.5K +$25.4K +354 +142%
LWCFA
1552
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46.2K +$48.1K +670 New
RAM
1553
Ramirez Asset Management
New York
$46.2K -$35.9K -500 -45%
ST
1554
Smithfield Trust
Pennsylvania
$46K +$8.76K +122 +25%
CIA
1555
Cape Investment Advisory
Georgia
$45.7K -$7.39K -103 -15%
PWMG
1556
Private Wealth Management Group
New Jersey
$45.6K
SAM
1557
Smartleaf Asset Management
Massachusetts
$44.1K +$11.2K +156 +38%
C
1558
Covestor
United Kingdom
$44K -$135K -1,876 -77%
BBPWM
1559
Blue Bell Private Wealth Management
Pennsylvania
$42K +$1.58K +22 +4%
AWM
1560
Abound Wealth Management
Tennessee
$41.9K +$13K +181 +50%
CAL
1561
Capital Advisors Ltd
Ohio
$40K +$1.08K +15 +3%
MCM
1562
MidAtlantic Capital Management
Virginia
$40K -$5.89K -82 -14%
OIAM
1563
OFI Invest Asset Management
France
$39.8K -$2.8K -39 -7%
M
1564
MOTCO
Texas
$38.5K -$646 -9 -2%
BL
1565
BFSG LLC
California
$38.5K
MTIC
1566
Missouri Trust & Investment Company
Missouri
$38.5K
KFS
1567
Kelly Financial Services
Massachusetts
$38.5K +$30.8K +429 +604%
FMTCOCP
1568
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$38K
OA
1569
Operose Advisors
Wisconsin
$36.8K -$48.2K -671 -58%
GI
1570
GS Investments
Minnesota
$34.6K -$14.4K -200 -31%
NA
1571
Nordwand Advisors
Pennsylvania
$34.6K
FCA
1572
FinTrust Capital Advisors
South Carolina
$33.1K -$184K -2,569 -86%
SFA
1573
Semmax Financial Advisors
North Carolina
$32.2K +$3.37K +47 +11%
JSAM
1574
J. Safra Asset Management
New York
$31.7K +$29.6K +412 New
BLC
1575
Brown, Lisle/Cummings
Rhode Island
$30.8K

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.