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Ibotta
IBTA

Overview Fund Activity

116 hedge funds and large institutions have $1.19B invested in Ibotta in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 52 increasing their positions, 18 reducing their positions, and 22 closing their positions.

Holders
116
Holders Change
+9
Holders Change %
+8.41%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
52
Reduced
18
Closed
22
Calls
$5.97M
Puts
$1.89M
Net Calls
+$4.09M
Net Calls Change
+$1.08M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$67.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$101M
3
BlackRock
3
BlackRock
New York
$65.7M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$40.6M
5
NAMA
5
Nikko Asset Management Americas
New York
$40.6M

Top Sellers

1
BAMCO Inc
1
BAMCO Inc
New York
$49.2M
2
SC
2
Shay Capital
New York
$0
3
GC
3
GGV Capital
California
$36.7M
4
EA
4
Emerald Advisers
Pennsylvania
$10.1K
5
RCAP
5
Resolute Capital Asset Partners
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$6.84M +$5.04M +77,393 +279%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$6.47M +$6.08M +93,498 +1,592%
SC
28
Saybrook Capital
North Carolina
$5.34M +$5.34M +82,064 New
FCM
29
Findell Capital Management
New York
$5.21M +$976K +15,000 +23%
Charles Schwab
30
Charles Schwab
California
$5M +$1.28M +19,733 +35%
HI
31
HBK Investments
Texas
$3.9M – – –
EAM
32
EFG Asset Management
Oregon
$3.64M +$1.7M +26,065 +87%
Millennium Management
33
Millennium Management
New York
$3.5M -$1.9M -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 +$2.38M +36,540 +571%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$2.77M -$2.8M -42,951 -50%
FWM
37
ForthRight Wealth Management
Georgia
$2.25M +$1.89M +29,077 +527%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$2.2M +$857K +13,170 +64%
TI
39
Trexquant Investment
Connecticut
$2.2M +$2.2M +33,743 New
Raymond James Financial
40
Raymond James Financial
Florida
$2.14M +$2.14M +32,863 New
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$2M +$1.07M +16,385 +115%
Squarepoint
42
Squarepoint
New York
$1.91M +$58.2K +894 +3%
ECM
43
Evergreen Capital Management
Washington
$1.79M +$1.79M +27,506 New
Barclays
44
Barclays
United Kingdom
$1.71M +$896K +13,775 +111%
ETC
45
Exchange Traded Concepts
Oklahoma
$1.62M +$1.62M +24,874 New
Bank of America
46
Bank of America
North Carolina
$1.33M -$2.01M -30,893 -60%
IPW
47
Invictus Private Wealth
Colorado
$1.31M +$971K +14,922 +285%
M&T Bank
48
M&T Bank
New York
$1.26M +$280K +4,300 +29%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$1.23M +$595K +9,149 +93%
Norges Bank
50
Norges Bank
Norway
$1.01M +$1.01M +15,516 New
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