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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
TCOV
1601
Trust Company of Vermont
Vermont
$18.9K +$17.6K +245 New
OCM
1602
Osterweis Capital Management
California
$18.3K
CCMW
1603
Cypress Capital Management (Wyoming)
Wyoming
$18.1K
RFG
1604
RFP Financial Group
Georgia
$18K -$12.2K -170 -42%
NSIM
1605
North Star Investment Management
Illinois
$18K
SA
1606
Scarborough Advisors
Maryland
$17.3K -$2.51K -35 -13%
VCM
1607
Versant Capital Management
Arizona
$17.2K +$11.4K +159 +248%
ACM
1608
Anfield Capital Management
California
$16.8K +$15.6K +218 New
WAG
1609
Wiser Advisor Group
Arizona
$16.2K
AWM
1610
Activest Wealth Management
Florida
$16.1K
RFG
1611
REAP Financial Group
Texas
$15.8K +$2.01K +28 +16%
EWM
1612
Evermay Wealth Management
Virginia
$15.4K -$4.09K -57 -22%
CT
1613
Caldwell Trust
Florida
$15.4K
CQS
1614
Credential Qtrade Securities
$15.4K
HRC
1615
Hoertkorn Richard Charles
$15.4K
OPTFSNA
1616
Old Point Trust & Financial Services N A
Virginia
$15.4K +$7.18K +100 +100%
HNB
1617
Hilltop National Bank
Wyoming
$15.4K +$14.4K +200 New
SS
1618
Sunbelt Securities
Texas
$14K +$718 +10 +6%
OIA
1619
Optimum Investment Advisors
Illinois
$13.9K
CJ
1620
Caitlin John
Michigan
$13.6K
PMFA
1621
Plante Moran Financial Advisors
Michigan
$13.2K -$8.26K -115 -40%
RG
1622
Retirement Group
California
$13.2K
AW
1623
Avion Wealth
Texas
$12K -$6.6K -92 -39%
WIA
1624
Wetzel Investment Advisors
Indiana
$11.9K
MSFP
1625
Mark Sheptoff Financial Planning
Connecticut
$11.5K

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.