Ibotta
IBTA
108 hedge funds and large institutions have $625M invested in Ibotta in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 15 closing their positions.
262% more call options, than puts
Call options by funds: $4.16M | Put options by funds: $1.15M
200% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 15
113% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 15
19% more funds holding
Funds holding: 91 → 108 (+17)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
12.49% less ownership
Funds ownership: 49.35% → 36.86% (-12%)
38% less capital invested
Capital invested by funds: $1.01B → $625M (-$388M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAMCO Inc
New York
|
+$24.3M |
| 2 |
NAMA
Nikko Asset Management Americas
New York
|
+$15.1M |
| 3 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$14M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$11.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$15M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$11.5M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$9.23M |
| 4 |
LP
LMR Partners
London,
United Kingdom
|
-$8.74M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$7.56M |
IBTA Hedge Fund Activity: Q3 2024 in Review
108 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ibotta (IBTA) for Q3 2024, worth a combined $625M — down 38% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new IBTA positions and 15 closed out — a net gain of 17 holders — while 45 added to existing stakes and 15 trimmed.
The largest buyer was BAMCO Inc, adding an estimated $24.3M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $15M sold.
- 108 institutional investors held Ibotta (IBTA) as of Q3 2024, up from 91 in Q2 2024.
- Funds reported $625M of Ibotta stock for Q3 2024, down 38% quarter-over-quarter.
- 32 funds opened new Ibotta positions in Q3 2024 and 15 closed out, a net change of +17 holders.
- The largest Ibotta buyer in Q3 2024 was BAMCO Inc, an estimated $24.3M added.
- The largest Ibotta seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $15M sold.
Based on aggregated 13F filings for Q3 2024.