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Ibotta

116 hedge funds and large institutions have $1.19B invested in Ibotta in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 52 increasing their positions, 18 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $5.97M | Put options by funds: $1.89M

189% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 18

90% more capital invested

Capital invested by funds: $625M → $1.19B (+$562M)

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

29.46% more ownership

Funds ownership: 36.86%66.32% (+29%)

7% more funds holding

Funds holding: 108116 (+8)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
52
Reduced
18
Closed
22
Calls
$5.97M
Puts
$1.89M
Net Calls
+$4.09M
Net Calls Change
+$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$6.84M +$5.37M +77,393 +279%
JP Morgan Chase
27
JP Morgan Chase
New York
$6.47M +$6.49M +93,498 +1,592%
SC
28
Saybrook Capital
North Carolina
$5.34M +$5.7M +82,064 New
FCM
29
Findell Capital Management
New York
$5.21M +$1.04M +15,000 +23%
Charles Schwab
30
Charles Schwab
California
$5M +$1.37M +19,733 +35%
HI
31
HBK Investments
Texas
$3.9M
EAM
32
EFG Asset Management
Oregon
$3.64M +$1.81M +26,065 +87%
Millennium Management
33
Millennium Management
New York
$3.5M -$2.03M -29,206 -35%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
34
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.25M
American Century Companies
35
American Century Companies
Missouri
$2.79M +$2.54M +36,540 +571%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$2.77M -$2.98M -42,951 -50%
FWM
37
ForthRight Wealth Management
Georgia
$2.25M +$2.02M +29,077 +527%
N
38
Nuveen
North Carolina
$2.2M +$915K +13,170 +64%
TI
39
Trexquant Investment
Connecticut
$2.2M +$2.34M +33,743 New
Raymond James Financial
40
Raymond James Financial
Florida
$2.14M +$2.28M +32,863 New
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$2M +$1.14M +16,385 +115%
Squarepoint
42
Squarepoint
New York
$1.91M +$62.1K +894 +3%
ECM
43
Evergreen Capital Management
Washington
$1.79M +$1.91M +27,506 New
Barclays
44
Barclays
United Kingdom
$1.71M +$957K +13,775 +111%
ETC
45
Exchange Traded Concepts
Oklahoma
$1.62M +$1.73M +24,874 New
Bank of America
46
Bank of America
North Carolina
$1.33M -$2.15M -30,893 -60%
IPW
47
Invictus Private Wealth
Colorado
$1.31M +$1.04M +14,922 +285%
M&T Bank
48
M&T Bank
New York
$1.26M +$299K +4,300 +29%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$1.23M +$635K +9,149 +93%
Norges Bank
50
Norges Bank
Norway
$1.01M

IBTA Hedge Fund Activity: Q4 2024 in Review

116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ibotta (IBTA) for Q4 2024, worth a combined $1.19B — up 90% from $625M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IBTA positions and 22 closed out — a net gain of 10 holders — while 52 added to existing stakes and 18 trimmed.

The largest buyer was Southpoint Capital Advisors, opening a new position worth an estimated $72M. The largest seller was BAMCO Inc, cutting an estimated $11.3M.

  • 116 institutional investors held Ibotta (IBTA) as of Q4 2024, up from 108 in Q3 2024.
  • Funds reported $1.19B of Ibotta stock for Q4 2024, up 90% quarter-over-quarter.
  • 32 funds opened new Ibotta positions in Q4 2024 and 22 closed out, a net change of +10 holders.
  • The largest Ibotta buyer in Q4 2024 was Southpoint Capital Advisors, an estimated $72M added.
  • The largest Ibotta seller in Q4 2024 was BAMCO Inc, an estimated $11.3M sold.

Based on aggregated 13F filings for Q4 2024.