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Ibotta
IBTA

Overview Fund Activity

107 hedge funds and large institutions have $624M invested in Ibotta in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 14 reducing their positions, and 16 closing their positions.

Holders
107
Holders Change
+16
Holders Change %
+17.58%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
32
Increased
45
Reduced
14
Closed
16
Calls
$4.16M
Puts
$1.15M
Net Calls
+$3.01M
Net Calls Change
+$3.59M

Top Buyers

1
BAMCO Inc
1
BAMCO Inc
New York
$56.6M
2
NAMA
2
Nikko Asset Management Americas
New York
$19.6M
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$18.5M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$29.1M
5
Ameriprise
5
Ameriprise
Minnesota
$11.2M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.39M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$879K
4
LP
4
LMR Partners
United Kingdom
$0
5
Invesco
5
Invesco
Georgia
$242K
Name Market Value Shares Shares
Change 		Shares
Change %
FCM
26
Findell Capital Management
New York
$4M 65,000 +65,000 New
HI
27
HBK Investments
Texas
$3.7M 60,000 – –
Charles Schwab
28
Charles Schwab
California
$3.52M 57,171 +2,037 +4%
RCAP
29
Resolute Capital Asset Partners
Colorado
$3.47M 56,300 +56,300 New
Bank of America
30
Bank of America
North Carolina
$3.17M 51,401 +45,560 +780%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
31
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.08M 50,000 – –
EMFAT
32
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.73M 44,333 +19,939 +82%
MIM
33
Monashee Investment Management
Massachusetts
$2.17M 35,284 +35,284 New
RJA
34
Raymond James & Associates
Florida
$2.14M 34,766 +26,053 +299%
Teacher Retirement System of Texas
35
Teacher Retirement System of Texas
Texas
$1.85M 30,046 +46 +0.2%
EAM
36
EFG Asset Management
Oregon
$1.85M 29,950 +16,105 +116%
Squarepoint
37
Squarepoint
New York
$1.76M 28,500 -96 -0.3%
Goldman Sachs
38
Goldman Sachs
New York
$1.71M 27,700 +27,700 New
Fidelity Investments
39
Fidelity Investments
Massachusetts
$1.66M 26,969 -94,343 -78%
Legal & General Group
40
Legal & General Group
United Kingdom
$1.55M 25,170 +4,086 +19%
Tudor Investment Corp
41
Tudor Investment Corp
Connecticut
$1.54M 25,053 -19,404 -44%
Citadel Advisors
42
Citadel Advisors
Florida
$1.39M 22,607 -190,524 -89%
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$1.27M 20,597 -19,828 -49%
XT
44
XTX Topco
Cayman Islands
$1.24M 20,146 +11,708 +139%
XL
45
XN LP
New York
$1.23M 20,000 – –
Alyeska Investment Group
46
Alyeska Investment Group
Illinois
$1.23M 20,000 – –
Balyasny Asset Management
47
Balyasny Asset Management
Illinois
$1.12M 18,165 +6,590 +57%
M&T Bank
48
M&T Bank
New York
$925K 15,023 +9,259 +161%
Blackstone Inc
49
Blackstone Inc
New York
$924K 15,000 – –
BAAM
50
Baker Avenue Asset Management
California
$893K 14,500 +14,500 New
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