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Itaú Unibanco

387 hedge funds and large institutions have $10B invested in Itaú Unibanco in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 154 increasing their positions, 123 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

25% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 123

24% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 49

15% more capital invested

Capital invested by funds: $8.72B → $10B (+$1.31B)

2% more funds holding

Funds holding: 381387 (+6)

0.92% less ownership

Funds ownership: 23.18%22.25% (-0.92%)

2% less call options, than puts

Call options by funds: $10.3M | Put options by funds: $10.5M

Holders
387
Holders Change
+6
Holders Change %
+1.57%
% of All Funds
4.77%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
61
Increased
154
Reduced
123
Closed
49
Calls
$10.3M
Puts
$10.5M
Net Calls
-$188K
Net Calls Change
+$4.54M
Name Holding Trade Value Shares
Change
Change in
Stake
PHS
226
Pekin Hardy Strauss
Illinois
$430K -$234 -28 -0.1%
GFP
227
Gryphon Financial Partners
Ohio
$424K +$424K +50,656 New
CS
228
Candriam SCA
Luxembourg
$413K +$12K +1,434 +3%
WA
229
Wealth Alliance
New York
$412K -$183K -21,856 -31%
Corient Private Wealth
230
Corient Private Wealth
Florida
$409K -$483K -57,693 -52%
Rockefeller Capital Management
231
Rockefeller Capital Management
New York
$400K +$59.6K +7,128 +18%
Cetera Investment Advisers
232
Cetera Investment Advisers
Illinois
$398K +$121K +14,509 +44%
KOCAA
233
Knights of Columbus Asset Advisors
Connecticut
$391K
GC
234
Guggenheim Capital
Illinois
$389K -$123K -14,654 -24%
AWA
235
Arkadios Wealth Advisors
Georgia
$364K +$364K +43,489 New
BP
236
BBR Partners
New York
$356K +$356K +42,522 New
BP
237
Ballentine Partners
Massachusetts
$352K +$52.6K +6,288 +18%
FPL
238
Fortress Private Ledger
North Carolina
$347K +$43.5K +5,199 +14%
SI
239
Stephens Inc
Arkansas
$339K +$12K +1,433 +4%
AIM
240
Aigen Investment Management
New York
$339K -$29.1K -3,475 -8%
LGF
241
LGT Group Foundation
Liechtenstein
$336K +$165K +19,762 +97%
Nordea Investment Management
242
Nordea Investment Management
Sweden
$328K -$90.4K -10,809 -21%
A
243
Allianz
Germany
$321K +$321K +38,316 New
JIC
244
Johnson Investment Counsel
Ohio
$320K -$80.3K -9,592 -20%
TCA
245
Transcend Capital Advisors
New Jersey
$318K +$123K +14,755 +64%
SWP
246
Sagespring Wealth Partners
Tennessee
$318K +$56.7K +6,773 +22%
AP
247
Advisors Preferred
Maryland
$311K +$311K +37,141 New
GAM
248
Gould Asset Management
California
$310K -$31.6K -3,774 -9%
BEI
249
Benjamin Edwards Inc
Missouri
$306K +$78.3K +9,354 +34%
MHC
250
May Hill Capital
Massachusetts
$305K +$159K +19,058 +110%