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Ibotta
IBTA

120 hedge funds and large institutions have $512M invested in Ibotta in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 47 increasing their positions, 28 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 28

46% more call options, than puts

Call options by funds: $2.96M | Put options by funds: $2.02M

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.32% less ownership

Funds ownership: 73.11% → 72.8% (-0.32%)

7% less funds holding

Funds holding: 129 → 120 (-9)

24% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 38

24% less capital invested

Capital invested by funds: $677M → $512M (-$165M)

Holders
120
Holders Change
-9
Holders Change %
-6.98%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
47
Reduced
28
Closed
38
Calls
$2.96M
Puts
$2.02M
Net Calls
+$935K
Net Calls Change
+$1.06M

Top Buyers

Rank Fund Capital Flow
1
HSBC Holdings
HSBC Holdings
United Kingdom
+$21M
2
Goldman Sachs
Goldman Sachs
New York
+$12.5M
3
Citigroup
Citigroup
New York
+$9.54M
4
AIM
ARK Investment Management
Florida
+$8.02M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$7.27M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$28.4M
2
SCA
Southpoint Capital Advisors
New York
-$25.6M
3
Millennium Management
Millennium Management
New York
-$7.81M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$4.98M
5
Ameriprise
Ameriprise
Minnesota
-$4.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
DTL
151
Dynamic Technology Lab
Singapore
– -$216K -5,909 Closed
PD
152
Point72 (DIFC)
United Arab Emirates
– -$148K -4,035 Closed
MAM
153
Meeder Asset Management
Ohio
– -$81.8K -2,236 Closed
QL
154
Quarry LP
New York
– -$19.9K -544 Closed
C
155
Covestor
United Kingdom
– -$6.99K -223 -100%
TFM
156
TFC Financial Management
Massachusetts
– -$1.94K -53 Closed
BIG
157
Brooklyn Investment Group
New York
– -$806 -22 Closed
RIL
158
Rothschild Investment LLC
Illinois
– -$183 -5 Closed
3 4 5 6
7

IBTA Hedge Fund Activity: Q3 2025 in Review

120 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Ibotta (IBTA) for Q3 2025, worth a combined $512M — down 24% from $677M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of IBTA and 29 opened new positions — a net loss of 9 holders — while 28 trimmed existing stakes and 47 added.

The largest buyer was HSBC Holdings, adding an estimated $21M. The largest seller was Citadel Advisors, cutting an estimated $28.4M.

  • 120 institutional investors held Ibotta (IBTA) as of Q3 2025, down from 129 in Q2 2025.
  • Funds reported $512M of Ibotta stock for Q3 2025, down 24% quarter-over-quarter.
  • 29 funds opened new Ibotta positions in Q3 2025 and 38 closed out, a net change of -9 holders.
  • The largest Ibotta buyer in Q3 2025 was HSBC Holdings, an estimated $21M added.
  • The largest Ibotta seller in Q3 2025 was Citadel Advisors, an estimated $28.4M sold.

Based on aggregated 13F filings for Q3 2025.