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Ibotta
IBTA

120 hedge funds and large institutions have $512M invested in Ibotta in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 47 increasing their positions, 28 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 28

46% more call options, than puts

Call options by funds: $2.96M | Put options by funds: $2.02M

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.32% less ownership

Funds ownership: 73.11% → 72.8% (-0.32%)

7% less funds holding

Funds holding: 129 → 120 (-9)

24% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 38

24% less capital invested

Capital invested by funds: $677M → $512M (-$165M)

Holders
120
Holders Change
-9
Holders Change %
-6.98%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
47
Reduced
28
Closed
38
Calls
$2.96M
Puts
$2.02M
Net Calls
+$935K
Net Calls Change
+$1.06M

Top Buyers

Rank Fund Capital Flow
1
HSBC Holdings
HSBC Holdings
United Kingdom
+$21M
2
Goldman Sachs
Goldman Sachs
New York
+$12.5M
3
Citigroup
Citigroup
New York
+$9.54M
4
AIM
ARK Investment Management
Florida
+$8.02M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$7.27M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$28.4M
2
SCA
Southpoint Capital Advisors
New York
-$25.6M
3
Millennium Management
Millennium Management
New York
-$7.81M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$4.98M
5
Ameriprise
Ameriprise
Minnesota
-$4.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
26
Wilkins Investment Counsel
Massachusetts
$1.84M – – –
SC
27
Saybrook Capital
North Carolina
$1.68M – – –
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$1.57M +$1.77M +56,368 New
Bank of America
29
Bank of America
North Carolina
$1.56M +$144K +4,594 +9%
N
30
Nuveen
North Carolina
$1.52M +$16.6K +529 +1%
Victory Capital Management
31
Victory Capital Management
Texas
$1.44M +$860K +27,421 +112%
UCFA
32
United Capital Financial Advisors
Texas
$1.24M +$1.4M +44,548 New
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$1.21M +$44.4K +1,416 +3%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$1.12M +$63.9K +2,037 +5%
VCM
35
Voleon Capital Management
California
$1.04M +$1.18M +37,503 New
PCM
36
Penserra Capital Management
California
$924K +$1.04M +33,207 New
FWM
37
ForthRight Wealth Management
Georgia
$844K – – –
Swiss National Bank
38
Swiss National Bank
Switzerland
$752K +$56.4K +1,800 +7%
Squarepoint
39
Squarepoint
New York
$720K +$282K +8,993 +53%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$697K +$250K +7,963 +47%
SO
41
STRS Ohio
Ohio
$607K +$226K +7,200 +49%
AQR Capital Management
42
AQR Capital Management
Connecticut
$581K +$264K +8,415 +68%
Barclays
43
Barclays
United Kingdom
$557K -$221K -7,053 -26%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$536K +$11.9K +380 +2%
Verition Fund Management
45
Verition Fund Management
Connecticut
$517K -$311K -9,920 -35%
Aviva
46
Aviva
United Kingdom
$510K +$257K +8,183 +81%
QC
47
Quadrature Capital
United Kingdom
$506K +$570K +18,171 New
UBS AM
48
UBS AM
Illinois
$471K -$819K -26,126 -61%
N
49
Numerai
California
$415K +$467K +14,911 New
VOYA Investment Management
50
VOYA Investment Management
Georgia
$409K +$461K +14,703 New
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IBTA Hedge Fund Activity: Q3 2025 in Review

120 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Ibotta (IBTA) for Q3 2025, worth a combined $512M — down 24% from $677M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of IBTA and 29 opened new positions — a net loss of 9 holders — while 28 trimmed existing stakes and 47 added.

The largest buyer was HSBC Holdings, adding an estimated $21M. The largest seller was Citadel Advisors, cutting an estimated $28.4M.

  • 120 institutional investors held Ibotta (IBTA) as of Q3 2025, down from 129 in Q2 2025.
  • Funds reported $512M of Ibotta stock for Q3 2025, down 24% quarter-over-quarter.
  • 29 funds opened new Ibotta positions in Q3 2025 and 38 closed out, a net change of -9 holders.
  • The largest Ibotta buyer in Q3 2025 was HSBC Holdings, an estimated $21M added.
  • The largest Ibotta seller in Q3 2025 was Citadel Advisors, an estimated $28.4M sold.

Based on aggregated 13F filings for Q3 2025.