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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
FSWA
1626
Financial Synergies Wealth Advisors
Texas
$11.5K +$1.08K +15 +11%
TIM
1627
Thompson Investment Management
Wisconsin
$11.5K
T
1628
Tidemark
California
$11.1K +$933 +13 +10%
RF
1629
Robinswood Financial
Washington
$10.7K
BHWM
1630
Beaird Harris Wealth Management
Texas
$10.6K
CAM
1631
Creekmur Asset Management
Illinois
$9.7K +$9.04K +126 New
HGERS
1632
Householder Group Estate & Retirement Specialist
Arizona
$9.62K -$7.18K -100 -44%
GJIA
1633
Glass Jacobson Investment Advisors
Maryland
$9.62K
KA
1634
Kozak & Associates
Colorado
$9.45K +$3.09K +43 +43%
GGI
1635
Godsey & Gibb Inc
Virginia
$9.24K +$8.61K +120 New
SJIM
1636
St. Johns Investment Management
Florida
$8.85K +$8.26K +115 New
GIA
1637
GHP Investment Advisors
Colorado
$8.47K
PWMG
1638
Prestige Wealth Management Group
New Jersey
$8.47K +$7.9K +110 New
RWA
1639
Redmont Wealth Advisors
Illinois
$8.47K +$7.9K +110 New
AA
1640
AlphaMark Advisors
Kentucky
$8K
GEA
1641
Glen Eagle Advisors
New Jersey
$7.7K
IRC
1642
Investors Research Corp
Georgia
$7.7K
ICM
1643
Islay Capital Management
Texas
$7.7K
PCTC
1644
Perkins Coie Trust Company
Washington
$7.7K
NMM
1645
Naples Money Management
Florida
$7.7K +$3.59K +50 +100%
EFP
1646
EnRich Financial Partners
Wisconsin
$7.7K +$7.18K +100 New
SN
1647
Sittner & Nelson
Oregon
$7.7K +$7.18K +100 New
FCG
1648
Financial Connections Group
California
$7K +$5.74K +80 New
CWAF
1649
Core Wealth Advisors (Florida)
Florida
$6.93K
WWM
1650
Wolff Wiese Magana
California
$6.93K +$359 +5 +6%

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.