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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
DFCM
1776
Dark Forest Capital Management
Puerto Rico
-$226K -3,664 Closed
TIA
1777
Trust Investment Advisors
Indiana
-$220K -3,581 Closed
KCFA
1778
Key Client Fiduciary Advisors
New Jersey
-$216K -3,510 Closed
ARC
1779
Advisor Resource Council
Texas
-$216K -3,504 Closed
IA
1780
IFG Advisory
Georgia
-$213K -3,455 Closed
MAG
1781
MRA Advisory Group
New Jersey
-$210K -3,411 Closed
QPWM
1782
Quadrant Private Wealth Management
Pennsylvania
-$206K -3,343 Closed
BWCS
1783
Beirne Wealth Consulting Services
Connecticut
-$205K -3,337 Closed
SG
1784
StepStone Group
California
-$167K -2,718 Closed
FBC
1785
Fairfield, Bush & Co
Connecticut
-$109K -1,764 Closed
SOW
1786
State of Wyoming
Wyoming
-$109K -1,763 Closed
A
1787
AJOVista
Massachusetts
-$99K -1,608 Closed
EC
1788
EdgeRock Capital
Colorado
-$77.5K -1,139 Closed
GWS
1789
Glassman Wealth Services
Virginia
-$69.2K -1,124 Closed
NFA
1790
Northwest Financial Advisors
Virginia
-$67.7K -1,100 Closed
LA
1791
LM Advisors
California
-$61.6K -1,000 Closed
SAI
1792
Systematic Alpha Investments
New Jersey
-$61.6K -1,000 Closed
TVAMP
1793
Tennessee Valley Asset Management Partners
Tennessee
-$48.3K -784 Closed
TCWA
1794
Turtle Creek Wealth Advisors
Texas
-$40.6K -659 Closed
HCM
1795
Highlander Capital Management
New Jersey
-$30.8K -500 Closed
LIWM
1796
Long Island Wealth Management
New York
-$27K -444 Closed
CM
1797
Caption Management
Oklahoma
-$30.7K -427 Closed
RFA
1798
Resurgent Financial Advisors
Georgia
-$26.2K -425 Closed
ODG
1799
O'Dell Group
Ohio
-$25K -406 Closed
AWM
1800
Able Wealth Management
New Jersey
-$16K -260 Closed

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.