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Itaú Unibanco
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Overview Fund Activity

324 hedge funds and large institutions have $7.34B invested in Itaú Unibanco in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+15
Holders Change %
+4.85%
% of All Funds
4.35%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
50
Increased
118
Reduced
113
Closed
28
Calls
$25.6M
Puts
$17.5M
Net Calls
+$8.03M
Net Calls Change
+$1.38M

Top Buyers

1
OAG
Orbis Allan Gray
Bermuda
$574M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$312M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$186M
4
Capital Research Global Investors
Capital Research Global Investors
California
$196M
5
GQG Partners
GQG Partners
Florida
$622M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$7.33M
2
BMSSC
B. Metzler seel. Sohn & Co
Germany
$5.23M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$482M
4
Man Group
Man Group
United Kingdom
$1.4M
5
Victory Capital Management
Victory Capital Management
Texas
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
226
Kathmere Capital Management
Pennsylvania
$175K +$72.1K +10,624 +70%
HFS
227
Hantz Financial Services
Michigan
$175K +$165K +24,273 +1,582%
Stifel Financial
228
Stifel Financial
Missouri
$174K +$43.7K +6,431 +33%
CCA
229
Checchi Capital Advisers
California
$170K +$1.29K +190 +0.8%
CAM
230
Cresset Asset Management
Illinois
$152K -$22.6K -3,305 -13%
UBP
231
Union Bancaire Privee
Switzerland
$146K – – –
QCG
232
Quadrant Capital Group
Ohio
$143K -$47.2K -6,950 -25%
UCFA
233
United Capital Financial Advisors
Texas
$143K -$1.98K -292 -1%
Bank Julius Baer & Co
234
Bank Julius Baer & Co
Switzerland
$142K +$16.4K +2,408 +13%
FPL
235
Fortress Private Ledger
North Carolina
$138K +$49.1K +7,234 +55%
NW
236
NewEdge Wealth
Pennsylvania
$137K -$151K -22,138 -52%
IC
237
IEQ Capital
California
$137K +$57.7K +8,491 +73%
Cetera Investment Advisers
238
Cetera Investment Advisers
Illinois
$135K -$19K -2,803 -12%
TRCT
239
Tower Research Capital (TRC)
New York
$128K +$65.8K +9,696 +106%
FCG
240
Fielder Capital Group
Tennessee
$128K – – –
CAPTRUST Financial Advisors
241
CAPTRUST Financial Advisors
North Carolina
$128K -$37.3K -5,488 -23%
SWP
242
Stratos Wealth Partners
Ohio
$123K -$8.19K -1,206 -6%
Aviva
243
Aviva
United Kingdom
$122K – – –
HH
244
Hilltop Holdings
Texas
$121K +$1.3K +191 +1%
X
245
Xponance
Pennsylvania
$117K +$801 +118 +0.7%
AF
246
Aviso Financial
Ontario, Canada
$117K +$6.86K +1,010 +6%
WFI
247
West Family Investments
California
$117K +$117K +17,245 New
Mercer Global Advisors
248
Mercer Global Advisors
Colorado
$115K -$23.4K -3,451 -17%
HC
249
Hamilton Capital
Ohio
$114K +$4.81K +709 +4%
RCAG
250
Rehmann Capital Advisory Group
Michigan
$112K -$5.59K -823 -5%
8 9
10
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