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Ibotta

132 hedge funds and large institutions have $426M invested in Ibotta in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $698K

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

18% more capital invested

Capital invested by funds: $360M → $426M (+$66.5M)

9% more funds holding

Funds holding: 121132 (+11)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.58% less ownership

Funds ownership: 67.57%67% (-0.58%)

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
39
Reduced
41
Closed
19
Calls
$2.55M
Puts
$698K
Net Calls
+$1.85M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$147K
VGA
77
Vanguard Global Advisers
Pennsylvania
$141K +$110K +4,712 New
PA
78
Parallel Advisors
California
$119K +$2.5K +107 +3%
PFSRSONJ
79
Police & Firemen's Retirement System of New Jersey
New Jersey
$119K
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$99.2K +$46.4K +1,983 +149%
KK
81
KLP Kapitalforvaltning
Norway
$95.9K -$215K -9,200 -74%
VIA
82
Vanguard Investments Australia
Australia
$89.9K +$70.2K +3,000 New
LFG
83
Larson Financial Group
Missouri
$89.5K +$65.9K +2,816 +1,637%
Osaic Holdings
84
Osaic Holdings
Arizona
$75.3K +$25.9K +1,107 +79%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$67.8K +$34.1K +1,459 +181%
CIAM
86
Caitong International Asset Management
Hong Kong
$53.9K -$22.3K -955 -35%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$46K -$9.14K -391 -20%
TRCT
88
Tower Research Capital (TRC)
New York
$41.6K +$14.1K +602 +77%
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$39K +$30.2K +1,291 New
MAM
90
Meeder Asset Management
Ohio
$38.6K +$30.1K +1,289 New
Simplex Trading
91
Simplex Trading
Illinois
$37.8K -$19.8K -847 -40%
PWAM
92
Private Wealth Asset Management
Iowa
$30K
AIP
93
Ameritas Investment Partners
Nebraska
$27.2K -$9.94K -425 -32%
EP
94
Essential Partners
California
$24.5K +$19.1K +816 +40,800%
SOADOR
95
State of Alaska Department of Revenue
Alaska
$24K
Group One Trading
96
Group One Trading
Illinois
$21K -$9.07K -388 -36%
AWM
97
Abound Wealth Management
Tennessee
$18.1K
Federated Hermes
98
Federated Hermes
Pennsylvania
$18K +$2.76K +118 +24%
BNP Paribas Asset Management
99
BNP Paribas Asset Management
France
$16.7K +$7.25K +310 +126%
VCM
100
Versant Capital Management
Arizona
$14.1K -$7.58K -324 -41%

IBTA Hedge Fund Activity: Q1 2026 in Review

132 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Ibotta (IBTA) for Q1 2026, worth a combined $426M — up 18% from $360M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBTA positions and 19 closed out — a net gain of 12 holders — while 39 added to existing stakes and 41 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $3.6M. The largest seller was Sumitomo Mitsui Trust Group, exiting entirely with an estimated $8.85M sold.

  • 132 institutional investors held Ibotta (IBTA) as of Q1 2026, up from 121 in Q4 2025.
  • Funds reported $426M of Ibotta stock for Q1 2026, up 18% quarter-over-quarter.
  • 31 funds opened new Ibotta positions in Q1 2026 and 19 closed out, a net change of +12 holders.
  • The largest Ibotta buyer in Q1 2026 was Hotchkis & Wiley Capital Management, an estimated $3.6M added.
  • The largest Ibotta seller in Q1 2026 was Sumitomo Mitsui Trust Group, an estimated $8.85M sold.

Based on aggregated 13F filings for Q1 2026.