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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
ProShare Advisors
76
ProShare Advisors
Maryland
$286K +$306K +4,401 New
VOYA Investment Management
77
VOYA Investment Management
Georgia
$285K +$304K +4,373 New
VF
78
Virtu Financial
New York
$280K +$299K +4,304 New
PA
79
Parallel Advisors
California
$252K +$269K +3,871 New
IIM
80
INTECH Investment Management
Florida
$243K +$259K +3,735 New
WIC
81
Wilkins Investment Counsel
Massachusetts
$243K +$259K +3,730 New
Wolverine Trading
82
Wolverine Trading
Illinois
$241K +$258K +3,717 New
LCG
83
Luxor Capital Group
New York
$225K +$240K +3,450 New
PFSRSONJ
84
Police & Firemen's Retirement System of New Jersey
New Jersey
$210K +$224K +3,232 New
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$202K
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$201K +$53.1K +764 +33%
PAI
87
Pittenger & Anderson Inc
Nebraska
$152K +$162K +2,340 New
SIM
88
Sandia Investment Management
Massachusetts
$130K -$104K -1,500 -43%
AIP
89
Ameritas Investment Partners
Nebraska
$106K +$61.7K +889 +119%
SO
90
STRS Ohio
Ohio
$91.1K
KK
91
KLP Kapitalforvaltning
Norway
$91.1K +$97.2K +1,400 New
TIM
92
Tortoise Investment Management
New York
$73.9K -$39.4K -568 -33%
TRCT
93
Tower Research Capital (TRC)
New York
$69.8K +$11.4K +164 +18%
Simplex Trading
94
Simplex Trading
Illinois
$66K -$18.2K -262 -20%
Federated Hermes
95
Federated Hermes
Pennsylvania
$44.6K -$369K -5,315 -89%
CIAM
96
Caitong International Asset Management
Hong Kong
$32.1K +$34.3K +494 New
AB
97
Amalgamated Bank
New York
$17K
Fidelity Investments
98
Fidelity Investments
Massachusetts
$15.5K -$1.86M -26,731 -99%
VWM
99
Venturi Wealth Management
Texas
$11.5K +$12.2K +176 New
EA
100
Emerald Advisers
Pennsylvania
$10.1K -$4.55M -65,578 -100%

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.