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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
C
101
Covestor
United Kingdom
$11K +$608 +26 +8%
BTI
102
Blue Trust Inc
Georgia
$10.1K
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$9.65K +$7.53K +322 New
EWA
104
EverSource Wealth Advisors
Alabama
$7.25K +$5.59K +239 +7,967%
UB
105
UMB Bank
Missouri
$6.26K +$2.34K +100 +92%
AF
106
Allworth Financial
California
$5.7K +$3.56K +152 +400%
GI
107
GAMMA Investing
California
$5.66K +$3.25K +139 +278%
US Bancorp
108
US Bancorp
Minnesota
$3.99K +$2.71K +116 +682%
SS
109
SBI Securities
Japan
$3.72K +$187 +8 +7%
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$3.33K +$2.6K +111 New
HCA
111
Harbor Capital Advisors
Illinois
$3K +$234 +10 +12%
Optiver Holding
112
Optiver Holding
Netherlands
$2.28K -$374 -16 -17%
SCM
113
Sterling Capital Management
North Carolina
$2.16K -$444 -19 -21%
AAP
114
Arax Advisory Partners
Colorado
$2.07K -$2.71K -116 -63%
Los Angeles Capital Management
115
Los Angeles Capital Management
California
$1.74K
GSWM
116
Golden State Wealth Management
California
$1.53K
S
117
SignatureFD
Georgia
$1.17K +$187 +8 +26%
FFA
118
Farther Finance Advisors
California
$1.08K -$55.3K -2,366 -99%
RIL
119
Rothschild Investment LLC
Illinois
$779 -$94 -4 -13%
PFBT
120
Parkside Financial Bank & Trust
Missouri
$750 +$585 +25 New
LI
121
LRI Investments
Florida
$749 +$585 +25 New
TWD
122
True Wealth Design
Ohio
$720 +$561 +24 New
SIC
123
SJS Investment Consulting
Ohio
$630 +$70 +3 +17%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$480 +$374 +16 New
SHIM
125
Stone House Investment Management
Pennsylvania
$450 +$351 +15 New

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.