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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

265% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $698K

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

18% more capital invested

Capital invested by funds: $360M → $426M (+$66.5M)

9% more funds holding

Funds holding: 121132 (+11)

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
+11
Holders Change %
+9.09%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
39
Reduced
41
Closed
19
Calls
$2.55M
Puts
$698K
Net Calls
+$1.85M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
NS
126
NBC Securities
Alabama
$299
IPS
127
Investors Portfolio Services
Washington
$296 +$210 +9 New
IA
128
IFP Advisors
Florida
$150 +$23 +1 +25%
MCM
129
MAI Capital Management
Ohio
$120 +$94 +4 New
SS
130
Sunbelt Securities
Texas
$120 +$94 +4 New
SAM
131
Smartleaf Asset Management
Massachusetts
$88
CFO
132
CVA Family Office
Colorado
$30
Sumitomo Mitsui Trust Group
133
Sumitomo Mitsui Trust Group
Japan
-$8.85M -389,463 Closed
NAMA
134
Nikko Asset Management Americas
New York
-$7.74M -341,265 Closed
BIG
135
Brooklyn Investment Group
New York
-$1.65M -73,365 Closed
CMF
136
Counterpoint Mutual Funds
California
-$587K -25,842 Closed
FFP
137
FourThought Financial Partners
Florida
-$526K -23,134 Closed
SPS
138
Susquehanna Portfolio Strategies
Pennsylvania
-$517K -22,751 Closed
Verition Fund Management
139
Verition Fund Management
Connecticut
-$370K -16,300 Closed
IPW
140
Invictus Private Wealth
Colorado
-$239K -10,524 Closed
WG
141
Winton Group
United Kingdom
-$237K -10,440 Closed
Canada Pension Plan Investment Board
142
Canada Pension Plan Investment Board
Ontario, Canada
-$232K -10,200 Closed
FRM
143
Fox Run Management
Connecticut
-$227K -10,007 Closed
NCNMGF
144
Nano-Cap New Millennium Growth Fund
New York
-$227K -10,000 Closed
AC
145
Aristides Capital
Kentucky
-$220K -9,700 Closed
SG Americas Securities
146
SG Americas Securities
New York
-$137K -6,011 Closed
A
147
AlphaQuest
New York
-$84.6K -3,723 Closed
AB
148
Amalgamated Bank
New York
-$10K -439 Closed
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
-$3.41K -150 Closed
Jones Financial Companies
150
Jones Financial Companies
Missouri
-$1.39K -61 Closed

IBTA Hedge Fund Activity: Q1 2026 in Review

132 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Ibotta (IBTA) for Q1 2026, worth a combined $426M — up 18% from $360M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBTA positions and 19 closed out — a net gain of 12 holders — while 39 added to existing stakes and 41 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $3.6M. The largest seller was Sumitomo Mitsui Trust Group, exiting entirely with an estimated $8.85M sold.

  • 132 institutional investors held Ibotta (IBTA) as of Q1 2026, up from 121 in Q4 2025.
  • Funds reported $426M of Ibotta stock for Q1 2026, up 18% quarter-over-quarter.
  • 31 funds opened new Ibotta positions in Q1 2026 and 19 closed out, a net change of +12 holders.
  • The largest Ibotta buyer in Q1 2026 was Hotchkis & Wiley Capital Management, an estimated $3.6M added.
  • The largest Ibotta seller in Q1 2026 was Sumitomo Mitsui Trust Group, an estimated $8.85M sold.

Based on aggregated 13F filings for Q1 2026.