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Ibotta
IBTA

121 hedge funds and large institutions have $360M invested in Ibotta in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $939K | Put options by funds: $370K

11% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 35

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

1% more funds holding

Funds holding: 120 → 121 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5.22% less ownership

Funds ownership: 72.8% → 67.57% (-5.2%)

30% less capital invested

Capital invested by funds: $512M → $360M (-$152M)

Holders
121
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
39
Reduced
35
Closed
21
Calls
$939K
Puts
$370K
Net Calls
+$569K
Net Calls Change
-$366K

Top Buyers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$10.8M
2
Deutsche Bank
Deutsche Bank
Germany
+$9.7M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$6.1M
4
Jane Street
Jane Street
New York
+$5.76M
5
Bank of America
Bank of America
North Carolina
+$3.96M

Top Sellers

Rank Fund Capital Flow
1
NAMA
Nikko Asset Management Americas
New York
-$25.3M
2
AIM
ARK Investment Management
Florida
-$25.3M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$24.1M
4
JP Morgan Chase
JP Morgan Chase
New York
-$13.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$1.98M +$2.35M +86,921 New
XT
27
XTX Topco
Cayman Islands
$1.92M +$2.28M +84,322 New
HF
28
HRT Financial
New York
$1.77M +$2.11M +78,065 New
JP Morgan Chase
29
JP Morgan Chase
New York
$1.7M -$13.4M -497,325 -87%
BIG
30
Brooklyn Investment Group
New York
$1.65M +$1.98M +73,365 New
Marshall Wace
31
Marshall Wace
United Kingdom
$1.55M -$1.53M -56,782 -45%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$1.44M +$618K +22,880 +57%
SC
33
Saybrook Capital
North Carolina
$1.37M – – –
N
34
Nuveen
North Carolina
$1.3M +$66.8K +2,476 +5%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$1.11M +$1.32M +48,775 New
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$1.02M +$46.1K +1,709 +4%
UCFA
37
United Capital Financial Advisors
Texas
$1.01M – – –
VCM
38
Voleon Capital Management
California
$869K +$19.6K +728 +2%
Barclays
39
Barclays
United Kingdom
$728K +$325K +12,044 +60%
FWM
40
ForthRight Wealth Management
Georgia
$689K – – –
Swiss National Bank
41
Swiss National Bank
Switzerland
$680K +$78.3K +2,900 +11%
PCM
42
Penserra Capital Management
California
$639K -$137K -5,089 -15%
QCM
43
Quantinno Capital Management
New York
$601K +$714K +26,448 New
CMF
44
Counterpoint Mutual Funds
California
$587K +$697K +25,842 New
FFP
45
FourThought Financial Partners
Florida
$526K +$624K +23,134 New
SPS
46
Susquehanna Portfolio Strategies
Pennsylvania
$517K -$1.78M -65,890 -74%
Franklin Resources
47
Franklin Resources
California
$517K +$418K +15,481 +213%
SO
48
STRS Ohio
Ohio
$496K – – –
VC
49
VarCov Co
Connecticut
$439K +$521K +19,305 New
Wells Fargo
50
Wells Fargo
California
$410K +$181K +6,695 +59%
1
2
3 4 5

IBTA Hedge Fund Activity: Q4 2025 in Review

121 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Ibotta (IBTA) for Q4 2025, worth a combined $360M — down 30% from $512M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBTA positions and 21 closed out — a net gain of 1 holder — while 39 added to existing stakes and 35 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $10.8M. The largest seller was Nikko Asset Management Americas, cutting an estimated $25.3M.

  • 121 institutional investors held Ibotta (IBTA) as of Q4 2025, up from 120 in Q3 2025.
  • Funds reported $360M of Ibotta stock for Q4 2025, down 30% quarter-over-quarter.
  • 22 funds opened new Ibotta positions in Q4 2025 and 21 closed out, a net change of +1 holder.
  • The largest Ibotta buyer in Q4 2025 was D.E. Shaw & Co, an estimated $10.8M added.
  • The largest Ibotta seller in Q4 2025 was Nikko Asset Management Americas, an estimated $25.3M sold.

Based on aggregated 13F filings for Q4 2025.