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Uber
UBER

Overview Fund Activity

1,829 hedge funds and large institutions have $128B invested in Uber in 2024 Q3 according to their latest regulatory filings, with 218 funds opening new positions, 854 increasing their positions, 554 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,829
Holders Change
+75
Holders Change %
+4.28%
% of All Funds
26.46%
Holding in Top 10
79
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.23%
% of All Funds
1.14%
New
218
Increased
854
Reduced
554
Closed
127
Calls
$3.63B
Puts
$3.67B
Net Calls
-$32.8M
Net Calls Change
-$31.3M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$975M
2
DZ Bank
DZ Bank
Germany
+$708M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$436M
4
BI
BlueSpruce Investments
Illinois
+$318M
5
Edgewood Management
Edgewood Management
Connecticut
+$198M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$765M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$484M
3
Morgan Stanley
Morgan Stanley
New York
-$426M
4
LA
LM Advisors
California
-$387M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
1926
WrapManager Inc
California
– -$223K -3,071 Closed
FA
1927
FDx Advisors
Illinois
– -$222K -3,060 Closed
FAT
1928
First American Trust
California
– -$220K -3,023 Closed
PPWM
1929
Perissos Private Wealth Management
Oklahoma
– -$211K -2,900 Closed
PGF
1930
Plan Group Financial
Oklahoma
– -$208K -2,868 Closed
CCG
1931
Cypress Capital Group
Florida
– -$206K -2,833 Closed
FWM
1932
Focused Wealth Management
New York
– -$173K -2,384 Closed
CB
1933
Chris Bulman
California
– -$114K -1,571 Closed
EC
1934
EdgeRock Capital
Colorado
– -$105K -1,444 Closed
CBT
1935
Central Bank & Trust
Kentucky
– -$97K -1,335 Closed
EC
1936
EntryPoint Capital
New York
– -$85.8K -1,180 Closed
GI
1937
Gradient Investments
Minnesota
– -$44.6K -614 Closed
KFS
1938
Kelly Financial Services
Massachusetts
– -$35.4K -487 Closed
FCMT
1939
Founders Capital Management (Texas)
Texas
– -$32.7K -450 Closed
SA
1940
Scarborough Advisors
Maryland
– -$17.9K -246 Closed
RFG
1941
RFP Financial Group
Georgia
– -$17K -234 Closed
ANBT
1942
American National Bank & Trust
Texas
– -$16.2K -223 Closed
HRC
1943
Hoertkorn Richard Charles
– -$14.5K -200 Closed
PMFA
1944
Plante Moran Financial Advisors
Michigan
– -$12.5K -172 Closed
WIA
1945
Wetzel Investment Advisors
Indiana
– -$12.9K -167 Closed
GLR
1946
Great Lakes Retirement
Ohio
– -$10K -138 Closed
OC
1947
Oakworth Capital
Alabama
– -$6.61K -91 Closed
CWM
1948
Cedar Wealth Management
California
– -$5.96K -82 Closed
FCG
1949
Financial Connections Group
California
– -$5K -80 Closed
VAG
1950
VisionPoint Advisory Group
Texas
– -$4.29K -59 Closed
75 76 77
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