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Itaú Unibanco

381 hedge funds and large institutions have $8.72B invested in Itaú Unibanco in 2025 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 150 increasing their positions, 131 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 26

15% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 131

14% more funds holding

Funds holding: 334381 (+47)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

0.09% less ownership

Funds ownership: 23.26%23.18% (-0.09%)

1% less capital invested

Capital invested by funds: $8.84B → $8.72B (-$119M)

29% less call options, than puts

Call options by funds: $11.6M | Put options by funds: $16.3M

Holders
381
Holders Change
+47
Holders Change %
+14.07%
% of All Funds
4.63%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.12%
New
76
Increased
150
Reduced
131
Closed
26
Calls
$11.6M
Puts
$16.3M
Net Calls
-$4.73M
Net Calls Change
-$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
226
Stifel Financial
Missouri
$343K +$111K +15,632 +48%
CS
227
Candriam SCA
Luxembourg
$342K -$86.7K -12,183 -20%
JIC
228
Johnson Investment Counsel
Ohio
$342K +$82.4K +11,586 +32%
KOCAA
229
Knights of Columbus Asset Advisors
Connecticut
$334K -$14 -2 -0%
AIM
230
Aigen Investment Management
New York
$314K +$167K +23,449 +115%
TIM
231
Thornburg Investment Management
New Mexico
$308K -$4.25K -597 -1%
CIAM
232
Caitong International Asset Management
Hong Kong
$306K +$238K +33,503 +363%
FLPIM
233
F.L. Putnam Investment Management
Massachusetts
$300K +$7.58K +1,065 +3%
GAM
234
Gould Asset Management
California
$292K -$7 -1 -0%
Rockefeller Capital Management
235
Rockefeller Capital Management
New York
$291K +$239K +33,613 +481%
HSA
236
HBK Sorce Advisory
Pennsylvania
$288K -$149 -21 -0.1%
SI
237
Stephens Inc
Arkansas
$279K +$7.23K +1,017 +3%
TCM
238
Tuttle Capital Management
Connecticut
$265K +$263K +36,969 New
Allspring Global Investments
239
Allspring Global Investments
North Carolina
$260K +$63.7K +8,957 +33%
FPL
240
Fortress Private Ledger
North Carolina
$259K +$101K +14,260 +65%
BP
241
Ballentine Partners
Massachusetts
$256K +$37.4K +5,259 +17%
SG Americas Securities
242
SG Americas Securities
New York
$253K -$594K -83,483 -70%
IAS
243
Insigneo Advisory Services
Florida
$252K -$62.1K -8,736 -20%
LSA
244
Leonteq Securities AG
Switzerland
$250K +$110K +15,444 +79%
BS
245
Banco Santander
Spain
$249K -$249K -35,047 -50%
SRL
246
Scientech Research LLC
New Jersey
$248K +$247K +34,667 New
JSAM
247
J. Safra Asset Management
New York
$246K +$244K +34,329 New
Vontobel Holding
248
Vontobel Holding
Switzerland
$240K +$75.5K +10,609 +46%
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
$238K +$138K +19,393 +140%
SC
250
Savant Capital
Illinois
$238K +$12.8K +1,803 +6%