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Ibotta

116 hedge funds and large institutions have $1.19B invested in Ibotta in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 52 increasing their positions, 18 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $5.97M | Put options by funds: $1.89M

189% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 18

90% more capital invested

Capital invested by funds: $625M → $1.19B (+$562M)

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

29.46% more ownership

Funds ownership: 36.86%66.32% (+29%)

7% more funds holding

Funds holding: 108116 (+8)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
52
Reduced
18
Closed
22
Calls
$5.97M
Puts
$1.89M
Net Calls
+$4.09M
Net Calls Change
+$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
KI
1
Koch Inc
Kansas
$286M +$305M +4,389,129 New
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$183M +$3.75M +54,010 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$101M +$62.3M +896,953 +136%
SCA
4
Southpoint Capital Advisors
New York
$67.5M +$72M +1,036,944 New
BlackRock
5
BlackRock
New York
$65.7M +$26.9M +386,681 +62%
BAMCO Inc
6
BAMCO Inc
New York
$49.2M -$11.3M -162,456 -18%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$40.8M +$10.8M +154,815 +33%
Sumitomo Mitsui Trust Group
8
Sumitomo Mitsui Trust Group
Japan
$40.6M +$22.5M +323,997 +108%
NAMA
9
Nikko Asset Management Americas
New York
$40.6M +$21.2M +305,544 +96%
GC
10
GGV Capital
California
$36.7M -$4.69M -67,500 -11%
State Street
11
State Street
Massachusetts
$19.4M +$10.3M +148,403 +99%
Morgan Stanley
12
Morgan Stanley
New York
$16.8M +$10.6M +152,402 +143%
Capital World Investors
13
Capital World Investors
California
$16.3M
DIG
14
Dragoneer Investment Group
California
$16.3M
Geode Capital Management
15
Geode Capital Management
Massachusetts
$16.1M +$6.37M +91,790 +59%
UBS Group
16
UBS Group
Switzerland
$15.5M +$16.2M +233,481 +5,246%
ACH
17
ArrowMark Colorado Holdings
Colorado
$14.8M +$732K +10,544 +5%
Ameriprise
18
Ameriprise
Minnesota
$12M +$213K +3,070 +2%
AIM
19
ARK Investment Management
Florida
$11.5M +$6.56M +94,522 +116%
Holocene Advisors
20
Holocene Advisors
New York
$8.56M +$450K +6,475 +5%
Primecap Management
21
Primecap Management
California
$8.29M -$1.13M -16,330 -11%
AllianceBernstein
22
AllianceBernstein
Tennessee
$7.91M +$7.83M +112,824 +1,283%
Northern Trust
23
Northern Trust
Illinois
$7.64M +$3.36M +48,449 +70%
Renaissance Technologies
24
Renaissance Technologies
New York
$7.57M +$576K +8,300 +8%
YCM
25
Yost Capital Management
Texas
$6.9M +$7.36M +106,000 New

IBTA Hedge Fund Activity: Q4 2024 in Review

116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ibotta (IBTA) for Q4 2024, worth a combined $1.19B — up 90% from $625M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IBTA positions and 22 closed out — a net gain of 10 holders — while 52 added to existing stakes and 18 trimmed.

The largest buyer was Southpoint Capital Advisors, opening a new position worth an estimated $72M. The largest seller was BAMCO Inc, cutting an estimated $11.3M.

  • 116 institutional investors held Ibotta (IBTA) as of Q4 2024, up from 108 in Q3 2024.
  • Funds reported $1.19B of Ibotta stock for Q4 2024, up 90% quarter-over-quarter.
  • 32 funds opened new Ibotta positions in Q4 2024 and 22 closed out, a net change of +10 holders.
  • The largest Ibotta buyer in Q4 2024 was Southpoint Capital Advisors, an estimated $72M added.
  • The largest Ibotta seller in Q4 2024 was BAMCO Inc, an estimated $11.3M sold.

Based on aggregated 13F filings for Q4 2024.