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Ibotta

129 hedge funds and large institutions have $677M invested in Ibotta in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

17% more funds holding

Funds holding: 110129 (+19)

7.75% more ownership

Funds ownership: 65.36%73.11% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less call options, than puts

Call options by funds: $2.14M | Put options by funds: $2.26M

9% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 44

12% less capital invested

Capital invested by funds: $769M → $677M (-$92M)

Holders
129
Holders Change
+19
Holders Change %
+17.27%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
40
Reduced
44
Closed
13
Calls
$2.14M
Puts
$2.26M
Net Calls
-$123K
Net Calls Change
-$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
KI
1
Koch Inc
Kansas
$161M
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$53.1M -$53.6M -1,148,017 -44%
Vanguard Group
3
Vanguard Group
Pennsylvania
$49M -$6.86M -146,958 -10%
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$40.7M +$3.24M +69,407 +7%
NAMA
5
Nikko Asset Management Americas
New York
$40.5M +$2.51M +53,820 +5%
Citadel Advisors
6
Citadel Advisors
Florida
$39.2M +$46.4M +992,278 +1,258%
BlackRock
7
BlackRock
New York
$32.8M -$5.25M -112,413 -11%
SCA
8
Southpoint Capital Advisors
New York
$25.6M -$39.1M -836,500 -54%
JP Morgan Chase
9
JP Morgan Chase
New York
$24M +$25.3M +542,313 +482%
AIM
10
ARK Investment Management
Florida
$23.8M -$2.47M -52,821 -7%
NCM
11
Notable Capital Management
California
$14.9M -$4.37M -93,589 -19%
Citigroup
12
Citigroup
New York
$12.3M +$126K +2,694 +0.8%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$12.1M +$1.14M +24,371 +8%
Ameriprise
14
Ameriprise
Minnesota
$11.8M +$258K +5,514 +2%
State Street
15
State Street
Massachusetts
$10.8M -$81.7K -1,749 -0.6%
UBS Group
16
UBS Group
Switzerland
$10M +$2.96M +63,262 +30%
Renaissance Technologies
17
Renaissance Technologies
New York
$8.93M +$7.58M +162,300 +199%
Marshall Wace
18
Marshall Wace
United Kingdom
$8.4M +$10.7M +229,419 New
Geode Capital Management
19
Geode Capital Management
Massachusetts
$8.27M -$1.25M -26,831 -11%
Millennium Management
20
Millennium Management
New York
$7.81M +$9.97M +213,378 New
Primecap Management
21
Primecap Management
California
$4.39M -$220K -4,700 -4%
Morgan Stanley
22
Morgan Stanley
New York
$4.36M -$15.8K -338 -0.3%
Northern Trust
23
Northern Trust
Illinois
$3.61M -$750K -16,055 -14%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$3.53M +$2.35M +50,214 +108%
Jane Street
25
Jane Street
New York
$3.28M +$4.19M +89,714 New

IBTA Hedge Fund Activity: Q2 2025 in Review

129 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Ibotta (IBTA) for Q2 2025, worth a combined $677M — down 12% from $769M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IBTA positions and 13 closed out — a net gain of 20 holders — while 40 added to existing stakes and 44 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $46.4M. The largest seller was D.E. Shaw & Co, cutting an estimated $53.6M.

  • 129 institutional investors held Ibotta (IBTA) as of Q2 2025, up from 110 in Q1 2025.
  • Funds reported $677M of Ibotta stock for Q2 2025, down 12% quarter-over-quarter.
  • 33 funds opened new Ibotta positions in Q2 2025 and 13 closed out, a net change of +20 holders.
  • The largest Ibotta buyer in Q2 2025 was Citadel Advisors, an estimated $46.4M added.
  • The largest Ibotta seller in Q2 2025 was D.E. Shaw & Co, an estimated $53.6M sold.

Based on aggregated 13F filings for Q2 2025.