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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
SSG
1651
Summit Securities Group
New York
-$52.3K -1,000 Closed
SPM
1652
Symmetry Peak Management
Pennsylvania
-$52.3K -1,000 Closed
NSG
1653
Nalls Sherbakoff Group
Tennessee
-$39.1K -850 Closed
NIC
1654
Northwest Investment Counselors
Oregon
-$35.7K -777 Closed
EARNEST Partners
1655
EARNEST Partners
Georgia
-$32.9K -716 Closed
BAAM
1656
Baker Avenue Asset Management
California
-$26.4K -573 Closed
Legacy Financial Group (Iowa)
1657
Legacy Financial Group (Iowa)
Iowa
-$24.1K -525 Closed
HWA
1658
Heritage Wealth Advisors
Virginia
-$23K -500 Closed
SCA
1659
Stonebridge Capital Advisors
Minnesota
-$19.4K -421 Closed
RFA
1660
Register Financial Advisors
Georgia
-$16.1K -350 Closed
AP
1661
Arlington Partners
Alabama
-$14.3K -311 Closed
IAS
1662
IMA Advisory Services
Colorado
-$13.8K -300 Closed
RCG
1663
Rock Creek Group
District of Columbia
-$10.2K -221 Closed
CT
1664
Cambridge Trust
Massachusetts
-$9.2K -200 Closed
BOC
1665
Bull Oak Capital
California
-$5.11K -111 Closed
CAM
1666
Chesapeake Asset Management
New York
-$4.6K -100 Closed
FAM
1667
Flaharty Asset Management
Florida
-$4.09K -89 Closed
AWM
1668
AllSquare Wealth Management
New York
-$2.3K -50 Closed
SC
1669
SouthState Corp
Florida
-$1.93K -42 Closed
HL
1670
HeadInvest LLC
Maine
-$1.83K -40 Closed
CA
1671
Centerpoint Advisors
Massachusetts
-$2K -37 Closed
JFA
1672
JNBA Financial Advisors
Minnesota
-$920 -20 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.