We are live on ! Find out more
IBTA icon

Ibotta

116 hedge funds and large institutions have $1.19B invested in Ibotta in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 52 increasing their positions, 18 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $5.97M | Put options by funds: $1.89M

189% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 18

90% more capital invested

Capital invested by funds: $625M → $1.19B (+$562M)

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

29.46% more ownership

Funds ownership: 36.86%66.32% (+29%)

7% more funds holding

Funds holding: 108116 (+8)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
52
Reduced
18
Closed
22
Calls
$5.97M
Puts
$1.89M
Net Calls
+$4.09M
Net Calls Change
+$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$872K
Citigroup
52
Citigroup
New York
$837K +$336K +4,836 +60%
BAAM
53
Baker Avenue Asset Management
California
$830K -$122K -1,750 -12%
MMEA
54
Main Management ETF Advisors
California
$741K -$71.1K -1,024 -8%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$724K +$311K +4,476 +67%
Deutsche Bank
56
Deutsche Bank
Germany
$671K +$413K +5,946 +136%
MCC
57
Malaga Cove Capital
California
$669K +$714K +10,285 New
MIM
58
MetLife Investment Management
New Jersey
$620K +$350K +5,035 +112%
Mirae Asset Global ETFs Holdings
59
Mirae Asset Global ETFs Holdings
Hong Kong
$578K +$328K +4,718 +113%
Wells Fargo
60
Wells Fargo
California
$577K +$324K +4,672 +112%
Legal & General Group
61
Legal & General Group
United Kingdom
$561K -$1.15M -16,553 -66%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$547K +$475K +6,837 +435%
NRG
63
Nemes Rush Group
Michigan
$521K +$556K +8,001 New
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$509K +$205K +2,956 +61%
CF
65
Corebridge Financial
Texas
$506K +$257K +3,698 +91%
XT
66
XTX Topco
Cayman Islands
$464K -$904K -13,023 -65%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$459K +$36.9K +532 +8%
SG Americas Securities
68
SG Americas Securities
New York
$447K +$301K +4,329 +171%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$444K +$474K +6,826 New
UBS AM
70
UBS AM
Illinois
$380K +$58.1K +837 +17%
WAM
71
Weiss Asset Management
Massachusetts
$358K -$174K -2,500 -31%
PP
72
PDT Partners
New York
$340K +$363K +5,232 New
Invesco
73
Invesco
Georgia
$337K +$87.6K +1,261 +32%
CAM
74
Cresset Asset Management
Illinois
$309K +$330K +4,752 New
PCMC
75
Private Capital Management (Colorado)
Colorado
$290K -$192K -2,764 -38%

IBTA Hedge Fund Activity: Q4 2024 in Review

116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ibotta (IBTA) for Q4 2024, worth a combined $1.19B — up 90% from $625M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IBTA positions and 22 closed out — a net gain of 10 holders — while 52 added to existing stakes and 18 trimmed.

The largest buyer was Southpoint Capital Advisors, opening a new position worth an estimated $72M. The largest seller was BAMCO Inc, cutting an estimated $11.3M.

  • 116 institutional investors held Ibotta (IBTA) as of Q4 2024, up from 108 in Q3 2024.
  • Funds reported $1.19B of Ibotta stock for Q4 2024, up 90% quarter-over-quarter.
  • 32 funds opened new Ibotta positions in Q4 2024 and 22 closed out, a net change of +10 holders.
  • The largest Ibotta buyer in Q4 2024 was Southpoint Capital Advisors, an estimated $72M added.
  • The largest Ibotta seller in Q4 2024 was BAMCO Inc, an estimated $11.3M sold.

Based on aggregated 13F filings for Q4 2024.