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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
NS
126
NBC Securities
Alabama
$299
IPS
127
Investors Portfolio Services
Washington
$296
IA
128
IFP Advisors
Florida
$150
MCM
129
MAI Capital Management
Ohio
$120
SS
130
Sunbelt Securities
Texas
$120
SAM
131
Smartleaf Asset Management
Massachusetts
$88
CFO
132
CVA Family Office
Colorado
$30
Sumitomo Mitsui Trust Group
133
Sumitomo Mitsui Trust Group
Japan
NAMA
134
Nikko Asset Management Americas
New York
BIG
135
Brooklyn Investment Group
New York
CMF
136
Counterpoint Mutual Funds
California
FFP
137
FourThought Financial Partners
Florida
SPS
138
Susquehanna Portfolio Strategies
Pennsylvania
Verition Fund Management
139
Verition Fund Management
Connecticut
IPW
140
Invictus Private Wealth
Colorado
WG
141
Winton Group
United Kingdom
Canada Pension Plan Investment Board
142
Canada Pension Plan Investment Board
Ontario, Canada
FRM
143
Fox Run Management
Connecticut
NCNMGF
144
Nano-Cap New Millennium Growth Fund
New York
AC
145
Aristides Capital
Kentucky
SG Americas Securities
146
SG Americas Securities
New York
A
147
AlphaQuest
New York
AB
148
Amalgamated Bank
New York
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
Jones Financial Companies
150
Jones Financial Companies
Missouri