IBTA icon

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 Market Value Shares Shares
Change 		Shares
Change %
UBS Group
76
UBS Group
Switzerland
$274K 4,451 +1,962 +79%
Deutsche Bank
77
Deutsche Bank
Germany
$269K 4,371 +1,062 +32%
SC
78
Schoolcraft Capital
Colorado
$261K 4,230 +4,230 New
Wells Fargo
79
Wells Fargo
California
$258K 4,188 +259 +7%
Mirae Asset Global ETFs Holdings
80
Mirae Asset Global ETFs Holdings
Hong Kong
$256K 4,161 +4,161 New
CF
81
Corebridge Financial
Texas
$251K 4,073 -24 -0.6%
Invesco
82
Invesco
Georgia
$242K 3,921 -124,873 -97%
SIM
83
Sandia Investment Management
Massachusetts
$216K 3,500 – –
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$191K 3,100 – –
SG Americas Securities
85
SG Americas Securities
New York
$156K 2,534 +2,534 New
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$144K 2,332 +1,395 +149%
TIM
87
Tortoise Investment Management
New York
$105K 1,704 +568 +50%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$96K 1,570 +853 +119%
SO
89
STRS Ohio
Ohio
$86.3K 1,400 – –
NC
90
nVerses Capital
Florida
$80.1K 1,300 +1,300 New
Simplex Trading
91
Simplex Trading
Illinois
$79K 1,283 -750 -37%
TRCT
92
Tower Research Capital (TRC)
New York
$55.9K 908 +908 New
AIP
93
Ameritas Investment Partners
Nebraska
$46K 746 – –
Acadian Asset Management
94
Acadian Asset Management
Massachusetts
$42K 692 +692 New
AB
95
Amalgamated Bank
New York
$16K 264 – –
FFA
96
Fairfield Financial Advisors
Massachusetts
$5.24K 85 – –
GI
97
GAMMA Investing
California
$3.82K 62 +62 New
Nisa Investment Advisors
98
Nisa Investment Advisors
Missouri
$2.28K 37 +37 New
Osaic Holdings
99
Osaic Holdings
Arizona
$1.85K 30 +30 New
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$1K 20 +20 New
2 3
4
5 6