Ibotta
IBTA
116 hedge funds and large institutions have $1.19B invested in Ibotta in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 52 increasing their positions, 18 reducing their positions, and 22 closing their positions.
217% more call options, than puts
Call options by funds: $5.97M | Put options by funds: $1.89M
189% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 18
90% more capital invested
Capital invested by funds: $625M → $1.19B (+$562M)
45% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 22
29.46% more ownership
Funds ownership: 36.86% → 66.32% (+29%)
7% more funds holding
Funds holding: 108 → 116 (+8)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Southpoint Capital Advisors
New York
|
+$72M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$62.3M |
| 3 |
BlackRock
New York
|
+$26.9M |
| 4 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$22.5M |
| 5 |
NAMA
Nikko Asset Management Americas
New York
|
+$21.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAMCO Inc
New York
|
-$11.3M |
| 2 |
SC
Shay Capital
New York
|
-$5.54M |
| 3 |
GC
GGV Capital
Menlo Park,
California
|
-$4.69M |
| 4 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$4.55M |
| 5 |
RCAP
Resolute Capital Asset Partners
Denver,
Colorado
|
-$3.47M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Balyasny Asset Management
Chicago,
Illinois
| – | -$1.12M | -18,165 | Closed |
|
127
Blackstone Inc
New York
| – | -$924K | -15,000 | Closed |
|
|
F1I
128
Fund 1 Investments
Rincon,
Puerto Rico
| – | -$893K | -14,500 | Closed |
|
|
TAM
129
Tabor Asset Management
New York
| – | -$843K | -13,678 | Closed |
|
130
Jane Street
New York
| – | -$858K | -12,350 | Closed |
|
131
Victory Capital Management
San Antonio,
Texas
| – | -$571K | -9,269 | Closed |
|
|
KCM
132
Kodai Capital Management
Chicago,
Illinois
| – | -$493K | -8,000 | Closed |
|
|
SC
133
Schoolcraft Capital
Boulder,
Colorado
| – | -$261K | -4,230 | Closed |
|
|
NC
134
nVerses Capital
Wellington,
Florida
| – | -$80.1K | -1,300 | Closed |
|
135
Acadian Asset Management
Boston,
Massachusetts
| – | -$42K | -692 | Closed |
|
136
Russell Investments Group
London,
United Kingdom
| – | -$370 | -6 | Closed |
|
|
CPA
137
Capital Performance Advisors
Walnut Creek,
California
| – | -$62 | -1 | Closed |
|
|
C
138
Covestor
London,
United Kingdom
| – | +$69 | +1 | +100% |
|
IBTA Hedge Fund Activity: Q4 2024 in Review
116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ibotta (IBTA) for Q4 2024, worth a combined $1.19B — up 90% from $625M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new IBTA positions and 22 closed out — a net gain of 10 holders — while 52 added to existing stakes and 18 trimmed.
The largest buyer was Southpoint Capital Advisors, opening a new position worth an estimated $72M. The largest seller was BAMCO Inc, cutting an estimated $11.3M.
- 116 institutional investors held Ibotta (IBTA) as of Q4 2024, up from 108 in Q3 2024.
- Funds reported $1.19B of Ibotta stock for Q4 2024, up 90% quarter-over-quarter.
- 32 funds opened new Ibotta positions in Q4 2024 and 22 closed out, a net change of +10 holders.
- The largest Ibotta buyer in Q4 2024 was Southpoint Capital Advisors, an estimated $72M added.
- The largest Ibotta seller in Q4 2024 was BAMCO Inc, an estimated $11.3M sold.
Based on aggregated 13F filings for Q4 2024.