Innovation Beverage Group
Innovation Beverage Group is a publicly traded company on XNAS, with a market cap of $8.2M. As of Q3 2025, 1% of shares are held by 3 institutional investors, with BANK OF AMERICA CORP /DE/ as the largest holder at 0.372%.
Overview
Overview of institutional ownership in IBG as of Q3 2025 with a market cap of $10.2M
All Institutions
- Institutions
- 3
- Value Held
- $76.8K
- Shares Held
- 17.5K
- Avg Position
- $25.6K
- Median Position
- $23.3K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Ownership Breakdown
Based on market cap of $10.2M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in IBG as of Q3 2025
| Institution | Position Value |
|---|---|
 BANK OF AMERICA CORP /DE/ Institution | $37.9K 0.00% of portfolio |
 UBS Group AG Institution | $23.3K 0.00% of portfolio |
 CITIGROUP INC Institution | $15.7K 0.00% of portfolio |
R ROGCO, LP Institution | - 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | - 0.00% of portfolio |
C CHAI TRUST CO LLC Institution | - 0.00% of portfolio |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | - 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IBG in Q3 2025
- Traded
- −$341.0K
- Buyers
- 2
- Sellers
- 5
- Total Bought
- +$53.6K
- Total Sold
- −$394.6K
- Avg Position
- $11.0K
Biggest Buyers
| Institution | Net Bought |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | +$37.9K +8.6K shares |
CITIGROUP INC Institution | +$15.7K +3.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
C CHAI TRUST CO LLC Institution | −$291.0K −103.3K shares |
UBS Group AG Institution | −$52.5K −12.0K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$49.3K −17.3K shares |
R ROGCO, LP Institution | −$1.1K −400.0 shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$570.0 −200.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IBG in Q3 2025
- New Positions
- 2
- New Value
- $53.6K
- Exited Positions
- 4
- Exited Value
- $342.1K
New Positions
| Institution | Position Value |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | $37.9K 8.6K shares |
CITIGROUP INC Institution | $15.7K 3.6K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
C CHAI TRUST CO LLC Institution | $291.0K 103.3K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $49.3K 17.3K shares |
R ROGCO, LP Institution | $1.1K 400.0 shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $570.0 200.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in IBG as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with IBG as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
CITIGROUP INC Institution | 0.00% $15.7K |
UBS Group AG Institution | 0.00% $23.3K |
BANK OF AMERICA CORP /DE/ Institution | 0.00% $37.9K |
R ROGCO, LP Institution | 0.00% - |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | 0.00% - |
C CHAI TRUST CO LLC Institution | 0.00% - |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | 0.00% - |