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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
Holders
129
Holders Change
+20
Holders Change %
+18.35%
% of All Funds
1.73%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
39
Reduced
45
Closed
13
Calls
$2.14M
Puts
$2.26M
Net Calls
-$123K
Net Calls Change
-$1.33M
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
101
Tortoise Investment Management
New York
$41.6K
Fidelity Investments
102
Fidelity Investments
Massachusetts
$36.9K +$29.4K +804 +392%
PWAM
103
Private Wealth Asset Management
Iowa
$36.6K +$36.6K +1,000 New
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$35K +$24.2K +653 +225%
ACM
105
Aster Capital Management
United Arab Emirates
$25.3K +$4.76K +130 +23%
AB
106
Amalgamated Bank
New York
$20K
QL
107
Quarry LP
New York
$19.9K +$19.9K +544 New
CIAM
108
Caitong International Asset Management
Hong Kong
$17.6K +$17.6K +482 New
Federated Hermes
109
Federated Hermes
Pennsylvania
$8.2K -$238K -6,516 -97%
C
110
Covestor
United Kingdom
$8K +$7.93K +222 +11,100%
S
111
SignatureFD
Georgia
$7.65K +$7.32K +200 +2,222%
US Bancorp
112
US Bancorp
Minnesota
$6.33K +$5.31K +145 +518%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$5.49K
BNP Paribas Asset Management
114
BNP Paribas Asset Management
France
$5K +$5K +139 New
Russell Investments Group
115
Russell Investments Group
United Kingdom
$4.14K +$2.42K +66 +140%
Osaic Holdings
116
Osaic Holdings
Arizona
$3.12K -$6.5K -129 -68%
AF
117
Allworth Financial
California
$3.08K -$366 -10 -11%
GI
118
GAMMA Investing
California
$2.93K +$1.21K +33 +70%
Jones Financial Companies
119
Jones Financial Companies
Missouri
$2.26K +$776 +21 +53%
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$2.05K -$1.1K -30 -35%
TFM
121
TFC Financial Management
Massachusetts
$1.94K +$1.94K +53 New
CA
122
Clearstead Advisors
Ohio
$1.61K +$1.61K +44 New
SCM
123
Sterling Capital Management
North Carolina
$1.17K +$586 +16 +100%
BIG
124
Brooklyn Investment Group
New York
$806 -$3.26K -89 -80%
EWA
125
EverSource Wealth Advisors
Alabama
$512 +$37 +1 +8%