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Ibotta

132 hedge funds and large institutions have $426M invested in Ibotta in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $698K

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

18% more capital invested

Capital invested by funds: $360M → $426M (+$66.5M)

9% more funds holding

Funds holding: 121132 (+11)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.58% less ownership

Funds ownership: 67.57%67% (-0.58%)

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
39
Reduced
41
Closed
19
Calls
$2.55M
Puts
$698K
Net Calls
+$1.85M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
KI
1
Koch Inc
Kansas
$132M
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$50.7M
HSBC Holdings
3
HSBC Holdings
United Kingdom
$30.6M +$358K +15,310 +2%
BlackRock
4
BlackRock
New York
$28.9M -$2.08M -89,076 -8%
Citigroup
5
Citigroup
New York
$19.2M -$90.5K -3,869 -0.6%
VCM
6
Vanguard Capital Management
Pennsylvania
$15.6M +$12.1M +519,300 New
NCM
7
Notable Capital Management
California
$11M
BNP Paribas Financial Markets
8
BNP Paribas Financial Markets
France
$9.81M +$49.7K +2,127 +0.7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$8.89M -$723K -30,916 -9%
State Street
10
State Street
Massachusetts
$8.53M -$483K -20,632 -7%
Deutsche Bank
11
Deutsche Bank
Germany
$8.13M -$2.3M -98,465 -27%
Renaissance Technologies
12
Renaissance Technologies
New York
$7.17M +$842K +35,992 +18%
Bank of America
13
Bank of America
North Carolina
$7.17M +$847K +36,223 +18%
Morgan Stanley
14
Morgan Stanley
New York
$7.09M +$226K +9,662 +4%
UBS Group
15
UBS Group
Switzerland
$5.19M +$578K +24,699 +17%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$4.61M +$3.6M +153,980 New
Jane Street
17
Jane Street
New York
$3.87M -$2.23M -95,530 -43%
Northern Trust
18
Northern Trust
Illinois
$3.85M -$298K -12,751 -9%
HF
19
HRT Financial
New York
$3.8M +$1.14M +48,625 +62%
Citadel Advisors
20
Citadel Advisors
Florida
$3.71M -$573K -24,506 -17%
VPM
21
Vanguard Portfolio Management
Pennsylvania
$3.7M +$2.88M +123,324 New
Goldman Sachs
22
Goldman Sachs
New York
$3.32M -$1.52M -64,873 -37%
Charles Schwab
23
Charles Schwab
California
$3.13M -$352K -15,030 -13%
Millennium Management
24
Millennium Management
New York
$2.92M +$247K +10,552 +12%
VFT
25
Vanguard Fiduciary Trust
Pennsylvania
$2.87M +$2.24M +95,893 New

IBTA Hedge Fund Activity: Q1 2026 in Review

132 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Ibotta (IBTA) for Q1 2026, worth a combined $426M — up 18% from $360M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBTA positions and 19 closed out — a net gain of 12 holders — while 39 added to existing stakes and 41 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $3.6M. The largest seller was Sumitomo Mitsui Trust Group, exiting entirely with an estimated $8.85M sold.

  • 132 institutional investors held Ibotta (IBTA) as of Q1 2026, up from 121 in Q4 2025.
  • Funds reported $426M of Ibotta stock for Q1 2026, up 18% quarter-over-quarter.
  • 31 funds opened new Ibotta positions in Q1 2026 and 19 closed out, a net change of +12 holders.
  • The largest Ibotta buyer in Q1 2026 was Hotchkis & Wiley Capital Management, an estimated $3.6M added.
  • The largest Ibotta seller in Q1 2026 was Sumitomo Mitsui Trust Group, an estimated $8.85M sold.

Based on aggregated 13F filings for Q1 2026.