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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
PAG
1576
Paladin Advisory Group
Iowa
$30.6K
FPF
1577
First Pacific Financial
Washington
$30.3K +$7.18K +100 +34%
FMP
1578
Financial Management Professionals
Texas
$29K +$14.5K +202 +112%
BC
1579
Barrett & Company
Rhode Island
$28.9K
MHR
1580
Matthew Hamilton Rosenberg
$27.3K
PG
1581
Proffitt & Goodson
Tennessee
$26.9K
RDIA
1582
RE Dickinson Investment Advisors
Iowa
$26K
CWM
1583
CarsonAllaria Wealth Management
Illinois
$25.5K -$15.4K -215 -39%
A
1584
AlphaQuest
New York
$25.3K +$23.6K +329 New
MSWM
1585
Mowery & Schoenfeld Wealth Management
Illinois
$24.9K -$11.9K -166 -34%
TLA
1586
Tanglewood Legacy Advisors
Texas
$24.7K +$1.51K +21 +7%
IHWM
1587
Iron Horse Wealth Management
Iowa
$23.9K
SC
1588
Solstein Capital
California
$23.9K
CHC
1589
City Holding Co
West Virginia
$23.1K
CIAS
1590
CBIZ Investment Advisory Services
Ohio
$23.1K +$21.5K +300 New
LF
1591
LifeSteps Financial
California
$23.1K +$21.5K +300 New
RA
1592
Ransom Advisory
Rhode Island
$23.1K +$21.5K +300 New
GI
1593
Gradient Investments
Minnesota
$22.7K -$65.9K -918 -76%
ME
1594
McIlrath & Eck
Washington
$22.3K
WB
1595
Webster Bank
Connecticut
$21.4K +$20K +278 New
S
1596
Sachetta
Massachusetts
$20.1K
FRA
1597
Frank Rimerman Advisors
California
$19.9K
FWM
1598
FSA Wealth Management
Massachusetts
$19.2K
POIA
1599
Pin Oak Investment Advisors
Texas
$19K -$21.5K -300 -55%
BCWM
1600
Bartlett & Co Wealth Management
Ohio
$18.9K -$33.5K -466 -65%

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.