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Ibotta

119 hedge funds and large institutions have $512M invested in Ibotta in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 28 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

8% less funds holding

Funds holding: 129119 (-10)

24% less capital invested

Capital invested by funds: $677M → $512M (-$165M)

26% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 38

Holders
119
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.96M
Puts
$2.02M
Net Calls
Net Calls Change

Top Sellers

1 -$25.6M
2 -$25.2M
3 -$7.81M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$4.43M
5
Ameriprise
Ameriprise
Minnesota
-$3.67M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$136K
PFSRSONJ
77
Police & Firemen's Retirement System of New Jersey
New Jersey
$110K
PA
78
Parallel Advisors
California
$108K
QT
79
Quantbot Technologies
New York
$67.4K
Simplex Trading
80
Simplex Trading
Illinois
$64K
Group One Trading
81
Group One Trading
Illinois
$47K
Osaic Holdings
82
Osaic Holdings
Arizona
$43.7K
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$40K
AIP
84
Ameritas Investment Partners
Nebraska
$37.1K
PWAM
85
Private Wealth Asset Management
Iowa
$27.9K
SOADOR
86
State of Alaska Department of Revenue
Alaska
$22K
Federated Hermes
87
Federated Hermes
Pennsylvania
$21.3K
TRCT
88
Tower Research Capital (TRC)
New York
$20.9K
CIAM
89
Caitong International Asset Management
Hong Kong
$17.6K
AWM
90
Abound Wealth Management
Tennessee
$16.8K
TIM
91
Tortoise Investment Management
New York
$15.8K
AB
92
Amalgamated Bank
New York
$15K
Fidelity Investments
93
Fidelity Investments
Massachusetts
$11K
US Bancorp
94
US Bancorp
Minnesota
$6.16K
BNP Paribas Asset Management
95
BNP Paribas Asset Management
France
$6K
VCM
96
Versant Capital Management
Arizona
$4.57K
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$4.18K
ACM
98
Aster Capital Management
United Arab Emirates
$4.04K
SS
99
SBI Securities
Japan
$3.23K
TWD
100
True Wealth Design
Ohio
$3.04K