IBTA icon

Ibotta
IBTA

Overview Fund Activity

116 hedge funds and large institutions have $1.19B invested in Ibotta in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 52 increasing their positions, 18 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+9
Holders Change %
+8.41%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
52
Reduced
18
Closed
22
Calls
$5.97M
Puts
$1.89M
Net Calls
+$4.09M
Net Calls Change
+$1.08M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$67.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$101M
3
BlackRock
3
BlackRock
New York
$65.7M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$40.6M
5
NAMA
5
Nikko Asset Management Americas
New York
$40.6M

Top Sellers

1
BAMCO Inc
1
BAMCO Inc
New York
$49.2M
2
SC
2
Shay Capital
New York
$0
3
GC
3
GGV Capital
California
$36.7M
4
EA
4
Emerald Advisers
Pennsylvania
$10.1K
5
RCAP
5
Resolute Capital Asset Partners
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
101
Fairfield Financial Advisors
Massachusetts
$5.53K – – –
GI
102
GAMMA Investing
California
$4.36K +$325 +5 +8%
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$3.32K +$911 +14 +38%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.61K +23 +115%
Osaic Holdings
105
Osaic Holdings
Arizona
$1.95K – – –
US Bancorp
106
US Bancorp
Minnesota
$1.82K +$1.82K +28 New
SS
107
SBI Securities
Japan
$1.63K +$1.63K +25 New
QL
108
Quarry LP
New York
$1.11K +$1.11K +17 New
SCM
109
Sterling Capital Management
North Carolina
$1.04K +$521 +8 +100%
RIL
110
Rothschild Investment LLC
Illinois
$651 +$651 +10 New
LC
111
Lindbrook Capital
California
$586 – – –
GTAM
112
Global Trust Asset Management
Florida
$456 – – –
EWA
113
EverSource Wealth Advisors
Alabama
$195 +$195 +3 New
CFO
114
CVA Family Office
Colorado
$65 – – –
IA
115
IFP Advisors
Florida
$65 +$65 +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
– -$1.39M -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
2 3 4
5
6