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1,959 hedge funds and large institutions have $104B invested in Uber in 2024 Q4 according to their latest regulatory filings, with 353 funds opening new positions, 835 increasing their positions, 598 reducing their positions, and 207 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 353 | Existing positions closed: 207

40% more repeat investments, than reductions

Existing positions increased: 835 | Existing positions reduced: 598

6% more funds holding

Funds holding: 1,8481,959 (+111)

1.13% less ownership

Funds ownership: 82.54%81.41% (-1.1%)

4% less funds holding in top 10

Funds holding in top 10: 8077 (-3)

19% less call options, than puts

Call options by funds: $3.88B | Put options by funds: $4.77B

20% less capital invested

Capital invested by funds: $130B → $104B (-$26.5B)

Holders
1,959
Holders Change
+111
Holders Change %
+6.01%
% of All Funds
25.8%
Holding in Top 10
77
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.75%
% of All Funds
1.01%
New
353
Increased
835
Reduced
598
Closed
207
Calls
$3.88B
Puts
$4.77B
Net Calls
-$893M
Net Calls Change
-$860M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1676
Bayforest Capital
United Kingdom
$97.4K +$115K +1,615 New
CAS
1677
Coppell Advisory Solutions
Texas
$97K +$60.8K +851 +114%
KIM
1678
Kestra Investment Management
Texas
$94.5K -$261K -3,654 -70%
HCM
1679
Hollencrest Capital Management
California
$94.5K -$96.3K -1,349 -46%
CWM
1680
Crowley Wealth Management
Delaware
$94.4K +$112K +1,565 New
CTA
1681
Colonial Trust Advisors
South Carolina
$92.3K
CWM
1682
Centricity Wealth Management
Ohio
$91.1K +$108K +1,510 New
PWA
1683
Provenance Wealth Advisors
Florida
$90.7K
ACM
1684
Adalta Capital Management
New York
$90.5K +$107K +1,500 New
CFP
1685
Comprehensive Financial Planning
Pennsylvania
$89.6K +$106K +1,485 New
CA
1686
Crewe Advisors
Utah
$88.8K -$56.1K -785 -35%
RS
1687
R Squared
Hong Kong
$88.7K +$105K +1,470 New
SIM
1688
Synergy Investment Management
Florida
$86.6K +$103K +1,436 New
RA
1689
Rise Advisors
New York
$86.2K +$1.43K +20 +1%
FWA
1690
Flagship Wealth Advisors
Massachusetts
$86K +$102K +1,425 New
GSWM
1691
Golden State Wealth Management
California
$85K +$101K +1,409 New
FIM
1692
FWL Investment Management
Texas
$83.7K
CA
1693
Continuum Advisory
Idaho
$83.5K -$500 -7 -0.5%
GKIM
1694
GW&K Investment Management
Massachusetts
$81K -$14.4K -202 -13%
TFGT
1695
TS Financial Group (TSFG)
Illinois
$79K -$28.1K -393 -23%
HPC
1696
HM Payson & Co
Maine
$78.7K +$6.36K +89 +7%
EPIM
1697
Evelyn Partners Investment Management
$78.4K +$92.8K +1,300 New
SL
1698
Salomon & Ludwin
Virginia
$77K
ST
1699
Smithfield Trust
Pennsylvania
$77K -$48.9K -685 -35%
SFGP
1700
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$76.7K +$90.8K +1,272 New

UBER Hedge Fund Activity: Q4 2024 in Review

1,959 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q4 2024, worth a combined $104B — down 20% from $130B a quarter earlier.

Buyers outnumbered sellers: 353 funds opened new UBER positions and 207 closed out — a net gain of 146 holders — while 835 added to existing stakes and 598 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $3.72B. The largest seller was Fidelity Investments, cutting an estimated $3.99B.

  • 1,959 institutional investors held Uber (UBER) as of Q4 2024, up from 1,848 in Q3 2024.
  • Funds reported $104B of Uber stock for Q4 2024, down 20% quarter-over-quarter.
  • 353 funds opened new Uber positions in Q4 2024 and 207 closed out, a net change of +146 holders.
  • The largest Uber buyer in Q4 2024 was Capital Research Global Investors, an estimated $3.72B added.
  • The largest Uber seller in Q4 2024 was Fidelity Investments, an estimated $3.99B sold.

Based on aggregated 13F filings for Q4 2024.