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Ibotta

110 hedge funds and large institutions have $769M invested in Ibotta in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $5.17M | Put options by funds: $3.97M

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

0.96% less ownership

Funds ownership: 66.32%65.36% (-0.96%)

5% less funds holding

Funds holding: 116110 (-6)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

35% less capital invested

Capital invested by funds: $1.19B → $769M (-$417M)

Holders
110
Holders Change
-6
Holders Change %
-5.17%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
29
Increased
35
Reduced
27
Closed
33
Calls
$5.17M
Puts
$3.97M
Net Calls
+$1.21M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
KI
1
Koch Inc
Kansas
$185M
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$110M -$12.6M -214,602 -8%
SCA
3
Southpoint Capital Advisors
New York
$64.8M +$29.2M +499,556 +48%
Vanguard Group
4
Vanguard Group
Pennsylvania
$62.7M -$4.11M -70,138 -5%
NAMA
5
Nikko Asset Management Americas
New York
$44.5M +$25.1M +429,516 +69%
Sumitomo Mitsui Trust Group
6
Sumitomo Mitsui Trust Group
Japan
$44M +$24.6M +419,516 +67%
BlackRock
7
BlackRock
New York
$42.5M -$84.9K -1,450 -0.1%
AIM
8
ARK Investment Management
Florida
$29.7M +$30.9M +528,147 +300%
NCM
9
Notable Capital Management
California
$21.1M +$29.2M +499,371 New
Citigroup
10
Citigroup
New York
$14.1M +$18.8M +321,600 +2,501%
Ameriprise
11
Ameriprise
Minnesota
$13.4M +$7.75M +132,407 +72%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$12.9M +$17.3M +295,611 +2,659%
State Street
13
State Street
Massachusetts
$12.5M -$120K -2,044 -0.7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$10.7M +$314K +5,362 +2%
Capital World Investors
15
Capital World Investors
California
$10.6M
UBS Group
16
UBS Group
Switzerland
$8.9M -$1.58M -27,071 -11%
Primecap Management
17
Primecap Management
California
$5.26M -$156K -2,665 -2%
Goldman Sachs
18
Goldman Sachs
New York
$5.17M +$1.02M +17,421 +17%
Morgan Stanley
19
Morgan Stanley
New York
$5.04M -$8.16M -139,327 -54%
Northern Trust
20
Northern Trust
Illinois
$4.84M -$161K -2,748 -2%
JP Morgan Chase
21
JP Morgan Chase
New York
$4.75M +$772K +13,191 +13%
Pacer Advisors
22
Pacer Advisors
Pennsylvania
$3.54M +$4.91M +83,860 New
Renaissance Technologies
23
Renaissance Technologies
New York
$3.45M -$2.03M -34,600 -30%
Citadel Advisors
24
Citadel Advisors
Florida
$3.33M +$4.62M +78,874 New
Charles Schwab
25
Charles Schwab
California
$3.21M -$47.5K -811 -1%

IBTA Hedge Fund Activity: Q1 2025 in Review

110 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Ibotta (IBTA) for Q1 2025, worth a combined $769M — down 35% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of IBTA and 29 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 35 added.

The largest buyer was ARK Investment Management, adding an estimated $30.9M. The largest seller was BAMCO Inc, exiting entirely with an estimated $49.2M sold.

  • 110 institutional investors held Ibotta (IBTA) as of Q1 2025, down from 116 in Q4 2024.
  • Funds reported $769M of Ibotta stock for Q1 2025, down 35% quarter-over-quarter.
  • 29 funds opened new Ibotta positions in Q1 2025 and 33 closed out, a net change of -4 holders.
  • The largest Ibotta buyer in Q1 2025 was ARK Investment Management, an estimated $30.9M added.
  • The largest Ibotta seller in Q1 2025 was BAMCO Inc, an estimated $49.2M sold.

Based on aggregated 13F filings for Q1 2025.