We are live on ! Find out more
IBTA icon

Ibotta

121 hedge funds and large institutions have $360M invested in Ibotta in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $939K | Put options by funds: $370K

11% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 35

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

1% more funds holding

Funds holding: 120121 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5.22% less ownership

Funds ownership: 72.8%67.57% (-5.2%)

30% less capital invested

Capital invested by funds: $512M → $360M (-$152M)

Holders
121
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
39
Reduced
35
Closed
21
Calls
$939K
Puts
$370K
Net Calls
+$569K
Net Calls Change
-$366K
Name Holding Trade Value Shares
Change
Change in
Stake
KI
1
Koch Inc
Kansas
$99.8M
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$38.4M +$10.8M +400,000 +31%
Vanguard Group
3
Vanguard Group
Pennsylvania
$26.5M -$11M -405,901 -26%
BlackRock
4
BlackRock
New York
$23.9M +$440K +16,311 +2%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$22.2M +$6.1M +226,021 +29%
Citigroup
6
Citigroup
New York
$14.7M +$86.8K +3,215 +0.5%
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$8.85M -$24.1M -891,756 -70%
Deutsche Bank
8
Deutsche Bank
Germany
$8.41M +$9.7M +359,470 +3,450%
NCM
9
Notable Capital Management
California
$8.34M
NAMA
10
Nikko Asset Management Americas
New York
$7.74M -$25.3M -938,387 -73%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$7.44M +$81K +3,000 +0.9%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$7.39M -$2.24M -82,890 -20%
State Street
13
State Street
Massachusetts
$6.94M -$90K -3,335 -1%
Morgan Stanley
14
Morgan Stanley
New York
$5.16M -$2.69M -99,491 -30%
Jane Street
15
Jane Street
New York
$5.1M +$5.76M +213,293 +1,898%
Renaissance Technologies
16
Renaissance Technologies
New York
$4.62M +$1.5M +55,508 +38%
Bank of America
17
Bank of America
North Carolina
$4.61M +$3.96M +146,800 +261%
Ameriprise
18
Ameriprise
Minnesota
$4.41M +$92.8K +3,440 +2%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$4.32M +$3.61M +133,586 +237%
Goldman Sachs
20
Goldman Sachs
New York
$3.99M -$7.59M -281,068 -62%
UBS Group
21
UBS Group
Switzerland
$3.37M -$2.15M -79,481 -35%
Citadel Advisors
22
Citadel Advisors
Florida
$3.37M -$440K -16,299 -10%
Northern Trust
23
Northern Trust
Illinois
$3.21M -$333K -12,333 -8%
Charles Schwab
24
Charles Schwab
California
$2.72M +$416K +15,398 +15%
Primecap Management
25
Primecap Management
California
$1.99M -$1.69M -62,530 -42%

IBTA Hedge Fund Activity: Q4 2025 in Review

121 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Ibotta (IBTA) for Q4 2025, worth a combined $360M — down 30% from $512M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBTA positions and 21 closed out — a net gain of 1 holder — while 39 added to existing stakes and 35 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $10.8M. The largest seller was Nikko Asset Management Americas, cutting an estimated $25.3M.

  • 121 institutional investors held Ibotta (IBTA) as of Q4 2025, up from 120 in Q3 2025.
  • Funds reported $360M of Ibotta stock for Q4 2025, down 30% quarter-over-quarter.
  • 22 funds opened new Ibotta positions in Q4 2025 and 21 closed out, a net change of +1 holder.
  • The largest Ibotta buyer in Q4 2025 was D.E. Shaw & Co, an estimated $10.8M added.
  • The largest Ibotta seller in Q4 2025 was Nikko Asset Management Americas, an estimated $25.3M sold.

Based on aggregated 13F filings for Q4 2025.