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Ibotta
IBTA

121 hedge funds and large institutions have $360M invested in Ibotta in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $939K | Put options by funds: $370K

11% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 35

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

1% more funds holding

Funds holding: 120 → 121 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5.22% less ownership

Funds ownership: 72.8% → 67.57% (-5.2%)

30% less capital invested

Capital invested by funds: $512M → $360M (-$152M)

Holders
121
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
39
Reduced
35
Closed
21
Calls
$939K
Puts
$370K
Net Calls
+$569K
Net Calls Change
-$366K

Top Buyers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$10.8M
2
Deutsche Bank
Deutsche Bank
Germany
+$9.7M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$6.1M
4
Jane Street
Jane Street
New York
+$5.76M
5
Bank of America
Bank of America
North Carolina
+$3.96M

Top Sellers

Rank Fund Capital Flow
1
NAMA
Nikko Asset Management Americas
New York
-$25.3M
2
AIM
ARK Investment Management
Florida
-$25.3M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$24.1M
4
JP Morgan Chase
JP Morgan Chase
New York
-$13.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$11M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
126
AQR Capital Management
Connecticut
– -$581K -20,861 Closed
Aviva
127
Aviva
United Kingdom
– -$510K -18,308 Closed
QC
128
Quadrature Capital
United Kingdom
– -$506K -18,171 Closed
N
129
Numerai
California
– -$415K -14,911 Closed
VOYA Investment Management
130
VOYA Investment Management
Georgia
– -$409K -14,703 Closed
ASN
131
Advisory Services Network
Georgia
– -$276K -9,925 Closed
EC
132
EntryPoint Capital
New York
– -$246K -8,834 Closed
BHCM
133
Brevan Howard Capital Management
Jersey
– -$230K -8,274 Closed
AC
134
AXQ Capital
New Jersey
– -$223K -8,002 Closed
YIH
135
Y-Intercept (HK)
Hong Kong
– -$217K -7,803 Closed
QT
136
Quantbot Technologies
New York
– -$67.4K -2,420 Closed
TIM
137
Tortoise Investment Management
New York
– -$15.8K -568 Closed
ACM
138
Aster Capital Management
United Arab Emirates
– -$4.04K -145 Closed
TWD
139
True Wealth Design
Ohio
– -$3.04K -109 Closed
CA
140
Clearstead Advisors
Ohio
– -$1.59K -57 Closed
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
– -$223 -8 Closed
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
– -$167 -6 Closed
2 3 4 5
6

IBTA Hedge Fund Activity: Q4 2025 in Review

121 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Ibotta (IBTA) for Q4 2025, worth a combined $360M — down 30% from $512M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBTA positions and 21 closed out — a net gain of 1 holder — while 39 added to existing stakes and 35 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $10.8M. The largest seller was Nikko Asset Management Americas, cutting an estimated $25.3M.

  • 121 institutional investors held Ibotta (IBTA) as of Q4 2025, up from 120 in Q3 2025.
  • Funds reported $360M of Ibotta stock for Q4 2025, down 30% quarter-over-quarter.
  • 22 funds opened new Ibotta positions in Q4 2025 and 21 closed out, a net change of +1 holder.
  • The largest Ibotta buyer in Q4 2025 was D.E. Shaw & Co, an estimated $10.8M added.
  • The largest Ibotta seller in Q4 2025 was Nikko Asset Management Americas, an estimated $25.3M sold.

Based on aggregated 13F filings for Q4 2025.