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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
FFA
101
Fairfield Financial Advisors
Massachusetts
$5.53K
GI
102
GAMMA Investing
California
$4.36K +$347 +5 +8%
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$3.32K +$972 +14 +38%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.6K +23 +115%
Osaic Holdings
105
Osaic Holdings
Arizona
$1.95K
US Bancorp
106
US Bancorp
Minnesota
$1.82K +$1.94K +28 New
SS
107
SBI Securities
Japan
$1.63K +$1.74K +25 New
QL
108
Quarry LP
New York
$1.11K +$1.18K +17 New
SCM
109
Sterling Capital Management
North Carolina
$1.04K +$556 +8 +100%
RIL
110
Rothschild Investment LLC
Illinois
$651 +$694 +10 New
LC
111
Lindbrook Capital
California
$586
GTAM
112
Global Trust Asset Management
Florida
$456
EWA
113
EverSource Wealth Advisors
Alabama
$195 +$208 +3 New
CFO
114
CVA Family Office
Colorado
$65
IA
115
IFP Advisors
Florida
$65 +$69 +1 New
HSC
116
Harbor Spring Capital
New York
-$12.3M -200,000 Closed
SC
117
Shay Capital
New York
-$5.54M -90,000 Closed
RCAP
118
Resolute Capital Asset Partners
Colorado
-$3.47M -56,300 Closed
EMFAT
119
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$2.73M -44,333 Closed
MIM
120
Monashee Investment Management
Massachusetts
-$2.17M -35,284 Closed
Teacher Retirement System of Texas
121
Teacher Retirement System of Texas
Texas
-$1.85M -30,046 Closed
Tudor Investment Corp
122
Tudor Investment Corp
Connecticut
-$1.54M -25,053 Closed
Citadel Advisors
123
Citadel Advisors
Florida
-$1.57M -22,607 Closed
Alyeska Investment Group
124
Alyeska Investment Group
Illinois
-$1.23M -20,000 Closed
XL
125
XN LP
New York
-$1.23M -20,000 Closed

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.