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Ibotta

127 hedge funds and large institutions have $651M invested in Ibotta in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
127
Holders Change
+18
Holders Change %
+16.51%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
38
Reduced
44
Closed
13
Calls
$837K
Puts
$1.87M
Net Calls
-$1.03M
Net Calls Change
-$2.24M
Name Market Value Shares Shares
Change
Shares
Change %
PWAM
101
Private Wealth Asset Management
Iowa
$36.6K 1,000 +1,000 New
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$35K 943 +653 +225%
ACM
103
Aster Capital Management
United Arab Emirates
$25.3K 692 +130 +23%
AB
104
Amalgamated Bank
New York
$20K 541
QL
105
Quarry LP
New York
$19.9K 544 +544 New
CIAM
106
Caitong International Asset Management
Hong Kong
$17.6K 482 +482 New
Federated Hermes
107
Federated Hermes
Pennsylvania
$8.2K 224 -6,516 -97%
C
108
Covestor
United Kingdom
$8K 224 +222 +11,100%
S
109
SignatureFD
Georgia
$7.65K 209 +200 +2,222%
US Bancorp
110
US Bancorp
Minnesota
$6.33K 173 +145 +518%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$5.49K 150
BNP Paribas Asset Management
112
BNP Paribas Asset Management
France
$5K 139 +139 New
Russell Investments Group
113
Russell Investments Group
United Kingdom
$4.14K 113 +66 +140%
Osaic Holdings
114
Osaic Holdings
Arizona
$3.12K 62 -129 -68%
AF
115
Allworth Financial
California
$3.08K 84 -10 -11%
GI
116
GAMMA Investing
California
$2.93K 80 +33 +70%
Jones Financial Companies
117
Jones Financial Companies
Missouri
$2.26K 61 +21 +53%
Nisa Investment Advisors
118
Nisa Investment Advisors
Missouri
$2.05K 56 -30 -35%
TFM
119
TFC Financial Management
Massachusetts
$1.94K 53 +53 New
CA
120
Clearstead Advisors
Ohio
$1.61K 44 +44 New
SCM
121
Sterling Capital Management
North Carolina
$1.17K 32 +16 +100%
BIG
122
Brooklyn Investment Group
New York
$806 22 -89 -80%
EWA
123
EverSource Wealth Advisors
Alabama
$512 14 +1 +8%
SS
124
SBI Securities
Japan
$403 11 -3 -21%
LFG
125
Larson Financial Group
Missouri
$293 8 -37 -82%