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Ibotta

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: 22 (0)

0.32% less ownership

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

7% less funds holding

Funds holding: 129120 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
KI
1
Koch Inc
Kansas
$122M
Vanguard Group
2
Vanguard Group
Pennsylvania
$43.7M +$7.27M +232,027 +17%
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$35.9M -$4.98M -158,978 -11%
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$35.7M +$5.27M +168,054 +15%
NAMA
5
Nikko Asset Management Americas
New York
$35.6M +$5.4M +172,314 +16%
BlackRock
6
BlackRock
New York
$28.8M +$4.4M +140,325 +16%
AIM
7
ARK Investment Management
Florida
$25.3M +$8.02M +255,899 +39%
HSBC Holdings
8
HSBC Holdings
United Kingdom
$21.4M +$21M +671,407 +695%
Citigroup
9
Citigroup
New York
$17.9M +$9.54M +304,183 +90%
JP Morgan Chase
10
JP Morgan Chase
New York
$15.9M -$2.6M -82,786 -13%
Goldman Sachs
11
Goldman Sachs
New York
$12.7M +$12.5M +399,385 +697%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$11.4M +$2.41M +76,835 +23%
NCM
13
Notable Capital Management
California
$10.2M -$1.21M -38,750 -10%
Morgan Stanley
14
Morgan Stanley
New York
$9.09M +$6.51M +207,545 +174%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$9.04M +$3.09M +98,489 +44%
State Street
16
State Street
Massachusetts
$8.59M +$452K +14,428 +5%
UBS Group
17
UBS Group
Switzerland
$6.35M -$1.45M -46,222 -17%
Ameriprise
18
Ameriprise
Minnesota
$5.31M -$4.14M -131,955 -41%
Citadel Advisors
19
Citadel Advisors
Florida
$4.58M -$28.4M -906,596 -85%
Northern Trust
20
Northern Trust
Illinois
$4.28M +$1.72M +55,013 +56%
Primecap Management
21
Primecap Management
California
$4.18M +$946K +30,190 +25%
Renaissance Technologies
22
Renaissance Technologies
New York
$4.12M -$3.02M -96,200 -39%
Marshall Wace
23
Marshall Wace
United Kingdom
$3.49M -$3.27M -104,254 -45%
Charles Schwab
24
Charles Schwab
California
$2.9M +$1.11M +35,311 +51%
SPS
25
Susquehanna Portfolio Strategies
Pennsylvania
$2.47M +$2.78M +88,641 New

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.