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Ibotta
IBTA

120 hedge funds and large institutions have $512M invested in Ibotta in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 47 increasing their positions, 28 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 28

46% more call options, than puts

Call options by funds: $2.96M | Put options by funds: $2.02M

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.32% less ownership

Funds ownership: 73.11% → 72.8% (-0.32%)

7% less funds holding

Funds holding: 129 → 120 (-9)

24% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 38

24% less capital invested

Capital invested by funds: $677M → $512M (-$165M)

Holders
120
Holders Change
-9
Holders Change %
-6.98%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
47
Reduced
28
Closed
38
Calls
$2.96M
Puts
$2.02M
Net Calls
+$935K
Net Calls Change
+$1.06M

Top Buyers

Rank Fund Capital Flow
1
HSBC Holdings
HSBC Holdings
United Kingdom
+$21M
2
Goldman Sachs
Goldman Sachs
New York
+$12.5M
3
Citigroup
Citigroup
New York
+$9.54M
4
AIM
ARK Investment Management
Florida
+$8.02M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$7.27M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$28.4M
2
SCA
Southpoint Capital Advisors
New York
-$25.6M
3
Millennium Management
Millennium Management
New York
-$7.81M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$4.98M
5
Ameriprise
Ameriprise
Minnesota
-$4.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
EP
101
Essential Partners
California
$2.76K +$3.1K +99 New
Optiver Holding
102
Optiver Holding
Netherlands
$2.56K +$2.88K +92 New
S
103
SignatureFD
Georgia
$2.45K -$3.79K -121 -58%
EWA
104
EverSource Wealth Advisors
Alabama
$2.31K +$2.16K +69 +493%
HCA
105
Harbor Capital Advisors
Illinois
$2K +$2.67K +85 New
Jones Financial Companies
106
Jones Financial Companies
Missouri
$1.66K – – –
CA
107
Clearstead Advisors
Ohio
$1.59K +$408 +13 +30%
GSWM
108
Golden State Wealth Management
California
$1.42K +$1.6K +51 New
SCM
109
Sterling Capital Management
North Carolina
$947 +$63 +2 +6%
GI
110
GAMMA Investing
California
$696 -$1.72K -55 -69%
AAP
111
Arax Advisory Partners
Colorado
$278 +$313 +10 New
NS
112
NBC Securities
Alabama
$278 +$313 +10 New
Nisa Investment Advisors
113
Nisa Investment Advisors
Missouri
$223 -$1.5K -48 -86%
AF
114
Allworth Financial
California
$168 -$2.44K -78 -93%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$167 +$188 +6 New
FFA
116
Farther Finance Advisors
California
$139 +$157 +5 New
LFG
117
Larson Financial Group
Missouri
$111 -$125 -4 -50%
IA
118
IFP Advisors
Florida
$84 +$94 +3 New
CFO
119
CVA Family Office
Colorado
$28 – – –
SCA
120
Southpoint Capital Advisors
New York
– -$25.6M -700,000 Closed
Millennium Management
121
Millennium Management
New York
– -$7.81M -213,378 Closed
EP
122
Edgestream Partners
New Jersey
– -$2.71M -74,061 Closed
Pacer Advisors
123
Pacer Advisors
Pennsylvania
– -$2.48M -67,814 Closed
TC
124
TwinBeech Capital
New York
– -$2.16M -58,896 Closed
Two Sigma Investments
125
Two Sigma Investments
New York
– -$1.93M -52,725 Closed
3 4
5
6 7

IBTA Hedge Fund Activity: Q3 2025 in Review

120 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Ibotta (IBTA) for Q3 2025, worth a combined $512M — down 24% from $677M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of IBTA and 29 opened new positions — a net loss of 9 holders — while 28 trimmed existing stakes and 47 added.

The largest buyer was HSBC Holdings, adding an estimated $21M. The largest seller was Citadel Advisors, cutting an estimated $28.4M.

  • 120 institutional investors held Ibotta (IBTA) as of Q3 2025, down from 129 in Q2 2025.
  • Funds reported $512M of Ibotta stock for Q3 2025, down 24% quarter-over-quarter.
  • 29 funds opened new Ibotta positions in Q3 2025 and 38 closed out, a net change of -9 holders.
  • The largest Ibotta buyer in Q3 2025 was HSBC Holdings, an estimated $21M added.
  • The largest Ibotta seller in Q3 2025 was Citadel Advisors, an estimated $28.4M sold.

Based on aggregated 13F filings for Q3 2025.