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Ibotta

132 hedge funds and large institutions have $426M invested in Ibotta in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.58% less ownership

Funds ownership: 67.57%67% (-0.58%)

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

Holders
132
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.55M
Puts
$698K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
C
101
Covestor
United Kingdom
$11K
BTI
102
Blue Trust Inc
Georgia
$10.1K
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$9.65K
EWA
104
EverSource Wealth Advisors
Alabama
$7.25K
UB
105
UMB Bank
Missouri
$6.26K
AF
106
Allworth Financial
California
$5.7K
GI
107
GAMMA Investing
California
$5.66K
US Bancorp
108
US Bancorp
Minnesota
$3.99K
SS
109
SBI Securities
Japan
$3.72K
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$3.33K
HCA
111
Harbor Capital Advisors
Illinois
$3K
Optiver Holding
112
Optiver Holding
Netherlands
$2.28K
SCM
113
Sterling Capital Management
North Carolina
$2.16K
AAP
114
Arax Advisory Partners
Colorado
$2.07K
Los Angeles Capital Management
115
Los Angeles Capital Management
California
$1.74K
GSWM
116
Golden State Wealth Management
California
$1.53K
S
117
SignatureFD
Georgia
$1.17K
FFA
118
Farther Finance Advisors
California
$1.08K
RIL
119
Rothschild Investment LLC
Illinois
$779
PFBT
120
Parkside Financial Bank & Trust
Missouri
$750
LI
121
LRI Investments
Florida
$749
TWD
122
True Wealth Design
Ohio
$720
SIC
123
SJS Investment Consulting
Ohio
$630
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$480
SHIM
125
Stone House Investment Management
Pennsylvania
$450