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Ibotta

129 hedge funds and large institutions have $677M invested in Ibotta in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 39 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

5% less call options, than puts

Call options by funds: $2.14M | Put options by funds: $2.26M

12% less capital invested

Capital invested by funds: $768M → $677M (-$91.1M)

13% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 45

Holders
129
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
$2.14M
Puts
$2.26M
Net Calls
Net Calls Change

Top Buyers

1 +$36.3M
2 +$19.8M
3 +$8.4M
4
Millennium Management
Millennium Management
New York
+$7.81M
5
Renaissance Technologies
Renaissance Technologies
New York
+$5.94M

Top Sellers

1 -$42M
2 -$30.6M
3 -$10.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$5.38M
5
BlackRock
BlackRock
New York
-$4.11M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
101
Tortoise Investment Management
New York
$41.6K
Fidelity Investments
102
Fidelity Investments
Massachusetts
$36.9K
PWAM
103
Private Wealth Asset Management
Iowa
$36.6K
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$35K
ACM
105
Aster Capital Management
United Arab Emirates
$25.3K
AB
106
Amalgamated Bank
New York
$20K
QL
107
Quarry LP
New York
$19.9K
CIAM
108
Caitong International Asset Management
Hong Kong
$17.6K
Federated Hermes
109
Federated Hermes
Pennsylvania
$8.2K
C
110
Covestor
United Kingdom
$8K
S
111
SignatureFD
Georgia
$7.65K
US Bancorp
112
US Bancorp
Minnesota
$6.33K
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$5.49K
BNP Paribas Asset Management
114
BNP Paribas Asset Management
France
$5K
Russell Investments Group
115
Russell Investments Group
United Kingdom
$4.14K
Osaic Holdings
116
Osaic Holdings
Arizona
$3.12K
AF
117
Allworth Financial
California
$3.08K
GI
118
GAMMA Investing
California
$2.93K
Jones Financial Companies
119
Jones Financial Companies
Missouri
$2.25K
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$2.05K
TFM
121
TFC Financial Management
Massachusetts
$1.94K
CA
122
Clearstead Advisors
Ohio
$1.61K
SCM
123
Sterling Capital Management
North Carolina
$1.17K
BIG
124
Brooklyn Investment Group
New York
$806
EWA
125
EverSource Wealth Advisors
Alabama
$512