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Ibotta
IBTA

Overview Fund Activity

107 hedge funds and large institutions have $624M invested in Ibotta in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 14 reducing their positions, and 16 closing their positions.

Holders
107
Holders Change
+16
Holders Change %
+17.58%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
32
Increased
45
Reduced
14
Closed
16
Calls
$4.16M
Puts
$1.15M
Net Calls
+$3.01M
Net Calls Change
+$3.59M

Top Buyers

1
BAMCO Inc
1
BAMCO Inc
New York
$56.6M
2
NAMA
2
Nikko Asset Management Americas
New York
$19.6M
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$18.5M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$29.1M
5
Ameriprise
5
Ameriprise
Minnesota
$11.2M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.39M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$879K
4
LP
4
LMR Partners
United Kingdom
$0
5
Invesco
5
Invesco
Georgia
$242K
Name Holding Trade Value Shares
Change 		Shares
Change %
F1I
51
Fund 1 Investments
Puerto Rico
$893K +$893K +14,500 New
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$879K -$9.4M -152,566 -91%
TAM
53
Tabor Asset Management
New York
$843K +$843K +13,678 New
Swiss National Bank
54
Swiss National Bank
Switzerland
$826K +$826K +13,400 New
Barclays
55
Barclays
United Kingdom
$767K +$608K +9,854 +381%
MMEA
56
Main Management ETF Advisors
California
$765K +$765K +12,416 New
Jane Street
57
Jane Street
New York
$761K +$282K +4,574 +59%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$605K +$33.1K +538 +6%
Victory Capital Management
59
Victory Capital Management
Texas
$571K +$571K +9,269 New
AllianceBernstein
60
AllianceBernstein
Tennessee
$542K +$50.8K +825 +10%
Citigroup
61
Citigroup
New York
$494K +$290K +4,714 +142%
WAM
62
Weiss Asset Management
Massachusetts
$493K -$1.77M -28,783 -78%
KCM
63
Kodai Capital Management
Illinois
$493K +$25.8K +419 +6%
PCMC
64
Private Capital Management (Colorado)
Colorado
$445K +$445K +7,219 New
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$409K +$240K +3,898 +142%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$401K +$367K +5,964 +1,080%
American Century Companies
67
American Century Companies
Missouri
$394K +$394K +6,401 New
Federated Hermes
68
Federated Hermes
Pennsylvania
$370K +$148K +2,400 +67%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$362K +$9.98K +162 +3%
FWM
70
ForthRight Wealth Management
Georgia
$340K +$340K +5,519 New
IPW
71
Invictus Private Wealth
Colorado
$322K +$322K +5,230 New
HV
72
HST Ventures
Utah
$317K -$52.2K -848 -14%
UBS AM
73
UBS AM
Illinois
$308K +$308K +5,007 New
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$300K +$19.9K +323 +7%
MIM
75
MetLife Investment Management
New Jersey
$277K +$156K +2,531 +129%
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