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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 33 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

17% more funds holding

Funds holding: 110129 (+19)

7.75% more ownership

Funds ownership: 65.36%73.11% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less call options, than puts

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

9% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 44

12% less capital invested

Capital invested by funds: $769M → $677M (-$92M)

Holders
129
Holders Change
+19
Holders Change %
+17.27%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
40
Reduced
44
Closed
13
Calls
$2.14M
Puts
$2.26M
Net Calls
-$123K
Net Calls Change
-$1.33M
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 +$37.6K +804 +392%
PWAM
103
Private Wealth Asset Management
Iowa
$36.6K +$46.7K +1,000 New
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$35K +$30.5K +653 +225%
ACM
105
Aster Capital Management
United Arab Emirates
$25.3K +$6.07K +130 +23%
AB
106
Amalgamated Bank
New York
$20K
QL
107
Quarry LP
New York
$19.9K +$25.4K +544 New
CIAM
108
Caitong International Asset Management
Hong Kong
$17.6K +$22.5K +482 New
Osaic Holdings
109
Osaic Holdings
Arizona
$15.6K +$11K +236 +124%
Federated Hermes
110
Federated Hermes
Pennsylvania
$8.2K -$304K -6,516 -97%
C
111
Covestor
United Kingdom
$8K +$10.4K +222 +11,100%
S
112
SignatureFD
Georgia
$7.65K +$9.34K +200 +2,222%
US Bancorp
113
US Bancorp
Minnesota
$6.33K +$6.77K +145 +518%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$5.49K
BNP Paribas Asset Management
115
BNP Paribas Asset Management
France
$5K +$6.49K +139 New
Russell Investments Group
116
Russell Investments Group
United Kingdom
$4.14K +$3.08K +66 +140%
AF
117
Allworth Financial
California
$3.08K -$467 -10 -11%
GI
118
GAMMA Investing
California
$2.93K +$1.54K +33 +70%
Jones Financial Companies
119
Jones Financial Companies
Missouri
$2.25K +$981 +21 +53%
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$2.05K -$1.4K -30 -35%
TFM
121
TFC Financial Management
Massachusetts
$1.94K +$2.48K +53 New
CA
122
Clearstead Advisors
Ohio
$1.61K +$2.06K +44 New
SCM
123
Sterling Capital Management
North Carolina
$1.17K +$747 +16 +100%
BIG
124
Brooklyn Investment Group
New York
$806 -$4.16K -89 -80%
EWA
125
EverSource Wealth Advisors
Alabama
$512 +$47 +1 +8%

IBTA Hedge Fund Activity: Q2 2025 in Review

129 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Ibotta (IBTA) for Q2 2025, worth a combined $677M — down 12% from $769M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IBTA positions and 13 closed out — a net gain of 20 holders — while 40 added to existing stakes and 44 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $46.4M. The largest seller was D.E. Shaw & Co, cutting an estimated $53.6M.

  • 129 institutional investors held Ibotta (IBTA) as of Q2 2025, up from 110 in Q1 2025.
  • Funds reported $677M of Ibotta stock for Q2 2025, down 12% quarter-over-quarter.
  • 33 funds opened new Ibotta positions in Q2 2025 and 13 closed out, a net change of +20 holders.
  • The largest Ibotta buyer in Q2 2025 was Citadel Advisors, an estimated $46.4M added.
  • The largest Ibotta seller in Q2 2025 was D.E. Shaw & Co, an estimated $53.6M sold.

Based on aggregated 13F filings for Q2 2025.