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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
SC
251
Savant Capital
Illinois
$298K +$19.6K +2,344 +7%
Vontobel Holding
252
Vontobel Holding
Switzerland
$290K +$9.02K +1,078 +3%
Bank of Montreal
253
Bank of Montreal
Ontario, Canada
$287K +$8.03K +960 +3%
KCM
254
Kathmere Capital Management
Pennsylvania
$287K +$62.4K +7,459 +28%
TIM
255
Thornburg Investment Management
New Mexico
$286K -$74.5K -8,906 -21%
ASN
256
Advisory Services Network
Georgia
$276K +$275K +32,887 New
MIFH
257
Migdal Insurance & Financial Holdings
Israel
$268K +$268K +32,000 New
HSA
258
HBK Sorce Advisory
Pennsylvania
$258K -$10.2K -1,220 -4%
ACA
259
Atlas Capital Advisors
Wyoming
$248K -$3.14K -375 -1%
VDC
260
Van Diest Capital
Iowa
$243K +$243K +28,992 New
IAS
261
Insigneo Advisory Services
Florida
$239K -$55.2K -6,597 -19%
UCFA
262
United Capital Financial Advisors
Texas
$236K +$46.1K +5,505 +24%
NW
263
NewEdge Wealth
Pennsylvania
$235K +$53.5K +6,392 +29%
PAS
264
Park Avenue Securities
New York
$234K +$38.2K +4,567 +20%
FMI
265
Frec Markets Inc
California
$225K +$56.2K +6,714 +33%
HighTower Advisors
266
HighTower Advisors
Illinois
$219K -$31.3K -3,743 -13%
CCA
267
Checchi Capital Advisers
California
$218K
PP
268
PDS Planning
Ohio
$212K -$1.03K -123 -0.5%
Focus Partners Wealth
269
Focus Partners Wealth
Massachusetts
$211K -$31.6K -3,780 -18%
NI
270
Navi International
Brazil
$204K
EWM
271
Empirical Wealth Management
Washington
$200K +$66.9K +7,993 +50%
UBS AM
272
UBS AM
Illinois
$193K +$161K +19,248 +504%
CAM
273
Cresset Asset Management
Illinois
$193K
CCM
274
Coldstream Capital Management
Washington
$189K -$20.2K -2,419 -10%
MYIA
275
Mount Yale Investment Advisors
Colorado
$187K +$187K +22,301 New