We are live on ! Find out more
IBTA icon

Ibotta
IBTA

129 hedge funds and large institutions have $677M invested in Ibotta in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

17% more funds holding

Funds holding: 110 → 129 (+19)

7.75% more ownership

Funds ownership: 65.36% → 73.11% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less call options, than puts

Call options by funds: $2.14M | Put options by funds: $2.26M

9% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 44

12% less capital invested

Capital invested by funds: $769M → $677M (-$92M)

Holders
129
Holders Change
+19
Holders Change %
+17.27%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
40
Reduced
44
Closed
13
Calls
$2.14M
Puts
$2.26M
Net Calls
-$123K
Net Calls Change
-$1.33M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$46.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$25.3M
3
Marshall Wace
Marshall Wace
United Kingdom
+$10.7M
4
Millennium Management
Millennium Management
New York
+$9.97M
5
Renaissance Technologies
Renaissance Technologies
New York
+$7.58M

Top Sellers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$53.6M
2
SCA
Southpoint Capital Advisors
New York
-$39.1M
3
Capital World Investors
Capital World Investors
California
-$10.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$6.86M
5
BlackRock
BlackRock
New York
-$5.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
126
SBI Securities
Japan
$403 -$140 -3 -21%
LFG
127
Larson Financial Group
Missouri
$293 -$1.73K -37 -82%
RIL
128
Rothschild Investment LLC
Illinois
$183 -$234 -5 -50%
CFO
129
CVA Family Office
Colorado
$37 – – –
Capital World Investors
130
Capital World Investors
California
– -$10.6M -250,000 Closed
DFCM
131
Dark Forest Capital Management
Puerto Rico
– -$487K -11,550 Closed
QC
132
Quadrature Capital
United Kingdom
– -$449K -10,658 Closed
MCC
133
Malaga Cove Capital
California
– -$434K -10,285 Closed
Franklin Resources
134
Franklin Resources
California
– -$407K -9,652 Closed
CF
135
Corebridge Financial
Texas
– -$323K -7,658 Closed
Holocene Advisors
136
Holocene Advisors
New York
– -$201K -4,760 Closed
Voloridge Investment Management
137
Voloridge Investment Management
Florida
– -$200K -4,744 Closed
Comerica Bank
138
Comerica Bank
Texas
– -$971 -23 Closed
TWD
139
True Wealth Design
Ohio
– -$676 -16 Closed
PFBT
140
Parkside Financial Bank & Trust
Missouri
– -$422 -10 Closed
SC
141
Stephens Consulting
Michigan
– -$422 -10 Closed
IA
142
IFP Advisors
Florida
– -$42 -1 Closed
2 3 4 5
6

IBTA Hedge Fund Activity: Q2 2025 in Review

129 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Ibotta (IBTA) for Q2 2025, worth a combined $677M — down 12% from $769M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IBTA positions and 13 closed out — a net gain of 20 holders — while 40 added to existing stakes and 44 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $46.4M. The largest seller was D.E. Shaw & Co, cutting an estimated $53.6M.

  • 129 institutional investors held Ibotta (IBTA) as of Q2 2025, up from 110 in Q1 2025.
  • Funds reported $677M of Ibotta stock for Q2 2025, down 12% quarter-over-quarter.
  • 33 funds opened new Ibotta positions in Q2 2025 and 13 closed out, a net change of +20 holders.
  • The largest Ibotta buyer in Q2 2025 was Citadel Advisors, an estimated $46.4M added.
  • The largest Ibotta seller in Q2 2025 was D.E. Shaw & Co, an estimated $53.6M sold.

Based on aggregated 13F filings for Q2 2025.