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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
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$2.72M +$984K +42,095 +86%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$2.58M -$2.43M -103,911 -55%
Barclays
28
Barclays
United Kingdom
$1.92M +$752K +32,174 +100%
Point72 Asset Management
29
Point72 Asset Management
Connecticut
$1.92M +$1.5M +64,129 New
XT
30
XTX Topco
Cayman Islands
$1.92M -$475K -20,298 -24%
SC
31
Saybrook Capital
North Carolina
$1.81M
Bank of New York Mellon
32
Bank of New York Mellon
New York
$1.72M -$133K -5,699 -9%
N
33
Nuveen
North Carolina
$1.56M -$121K -5,186 -9%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$1.46M +$88.8K +3,797 +8%
AQR Capital Management
35
AQR Capital Management
Connecticut
$1.44M +$1.12M +48,007 New
UCFA
36
United Capital Financial Advisors
Texas
$1.34M +$5.26K +225 +0.5%
Primecap Management
37
Primecap Management
California
$1.26M -$1.07M -45,700 -52%
Marshall Wace
38
Marshall Wace
United Kingdom
$1.09M -$751K -32,119 -47%
Invesco
39
Invesco
Georgia
$995K +$568K +24,308 +273%
VCM
40
Voleon Capital Management
California
$952K -$151K -6,470 -17%
FWM
41
ForthRight Wealth Management
Georgia
$908K
Swiss National Bank
42
Swiss National Bank
Switzerland
$896K
UBS AM
43
UBS AM
Illinois
$792K +$202K +8,650 +49%
Franklin Resources
44
Franklin Resources
California
$780K +$77.2K +3,303 +15%
PCM
45
Penserra Capital Management
California
$705K -$107K -4,569 -16%
QCM
46
Quantinno Capital Management
New York
$700K -$72.6K -3,103 -12%
VC
47
VarCov Co
Connecticut
$663K +$66.1K +2,826 +15%
QT
48
Quantbot Technologies
New York
$625K +$488K +20,870 New
Mariner
49
Mariner
Kansas
$544K +$425K +18,165 New
JP Morgan Chase
50
JP Morgan Chase
New York
$524K -$1.33M -56,896 -76%

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.