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Ibotta
IBTA

129 hedge funds and large institutions have $677M invested in Ibotta in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

17% more funds holding

Funds holding: 110 → 129 (+19)

7.75% more ownership

Funds ownership: 65.36% → 73.11% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less call options, than puts

Call options by funds: $2.14M | Put options by funds: $2.26M

9% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 44

12% less capital invested

Capital invested by funds: $769M → $677M (-$92M)

Holders
129
Holders Change
+19
Holders Change %
+17.27%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
40
Reduced
44
Closed
13
Calls
$2.14M
Puts
$2.26M
Net Calls
-$123K
Net Calls Change
-$1.33M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$46.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$25.3M
3
Marshall Wace
Marshall Wace
United Kingdom
+$10.7M
4
Millennium Management
Millennium Management
New York
+$9.97M
5
Renaissance Technologies
Renaissance Technologies
New York
+$7.58M

Top Sellers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$53.6M
2
SCA
Southpoint Capital Advisors
New York
-$39.1M
3
Capital World Investors
Capital World Investors
California
-$10.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$6.86M
5
BlackRock
BlackRock
New York
-$5.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
EP
26
Edgestream Partners
New Jersey
$2.71M +$3.46M +74,061 New
Charles Schwab
27
Charles Schwab
California
$2.52M -$335K -7,177 -9%
Pacer Advisors
28
Pacer Advisors
Pennsylvania
$2.48M -$750K -16,046 -19%
WIC
29
Wilkins Investment Counsel
Massachusetts
$2.42M +$107K +2,300 +4%
SC
30
Saybrook Capital
North Carolina
$2.21M -$425K -9,106 -13%
TC
31
TwinBeech Capital
New York
$2.16M +$2.75M +58,896 New
Goldman Sachs
32
Goldman Sachs
New York
$2.1M -$3.05M -65,219 -53%
N
33
Nuveen
North Carolina
$1.98M -$58.5K -1,253 -2%
Two Sigma Investments
34
Two Sigma Investments
New York
$1.93M +$2.46M +52,725 New
Bank of America
35
Bank of America
North Carolina
$1.89M +$1.89M +40,525 +368%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$1.88M +$603K +12,914 +33%
Walleye Capital
37
Walleye Capital
New York
$1.78M +$1.78M +38,205 +370%
HF
38
HRT Financial
New York
$1.74M +$2.22M +47,523 New
UBS AM
39
UBS AM
Illinois
$1.58M +$1.42M +30,450 +242%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$1.53M +$156K +3,338 +9%
MF
41
Magnetar Financial
Illinois
$1.42M +$1.82M +38,889 New
Bank of New York Mellon
42
Bank of New York Mellon
New York
$1.4M -$158K -3,389 -8%
EAM
43
EFG Asset Management
Oregon
$1.32M -$12.8K -273 -0.8%
PP
44
PDT Partners
New York
$1.28M +$1.63M +34,970 New
JGC
45
J. Goldman & Co
New York
$1.22M +$1.56M +33,336 New
FWM
46
ForthRight Wealth Management
Georgia
$1.11M -$201K -4,300 -12%
EGM
47
Engineers Gate Manager
New York
$1.11M +$1.41M +30,210 New
Two Sigma Advisers
48
Two Sigma Advisers
New York
$1.11M +$1.41M +30,200 New
Verition Fund Management
49
Verition Fund Management
Connecticut
$1.04M +$402K +8,615 +43%
Raymond James Financial
50
Raymond James Financial
Florida
$1.03M -$210K -4,500 -14%
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IBTA Hedge Fund Activity: Q2 2025 in Review

129 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Ibotta (IBTA) for Q2 2025, worth a combined $677M — down 12% from $769M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IBTA positions and 13 closed out — a net gain of 20 holders — while 40 added to existing stakes and 44 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $46.4M. The largest seller was D.E. Shaw & Co, cutting an estimated $53.6M.

  • 129 institutional investors held Ibotta (IBTA) as of Q2 2025, up from 110 in Q1 2025.
  • Funds reported $677M of Ibotta stock for Q2 2025, down 12% quarter-over-quarter.
  • 33 funds opened new Ibotta positions in Q2 2025 and 13 closed out, a net change of +20 holders.
  • The largest Ibotta buyer in Q2 2025 was Citadel Advisors, an estimated $46.4M added.
  • The largest Ibotta seller in Q2 2025 was D.E. Shaw & Co, an estimated $53.6M sold.

Based on aggregated 13F filings for Q2 2025.