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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
Cetera Investment Advisers
251
Cetera Investment Advisers
Illinois
$236K -$25.8K -3,632 -10%
MGP
252
Metis Global Partners
California
$235K -$2.84K -399 -1%
Federated Hermes
253
Federated Hermes
Pennsylvania
$228K +$227K +31,849 New
TI
254
Tidal Investments
Wisconsin
$225K +$223K +31,404 New
WG
255
Winton Group
United Kingdom
$224K +$222K +31,236 New
SWP
256
Sagespring Wealth Partners
Tennessee
$223K +$12.8K +1,801 +6%
AWA
257
Aaron Wealth Advisors
Illinois
$216K +$215K +30,188 New
HighTower Advisors
258
HighTower Advisors
Illinois
$214K +$6.69K +941 +3%
ACA
259
Atlas Capital Advisors
Wyoming
$214K +$213K +29,921 New
SSG
260
Summit Securities Group
New York
$208K +$207K +29,097 New
Neuberger Berman Group
261
Neuberger Berman Group
New York
$200K -$4.2K -590 -2%
BEI
262
Benjamin Edwards Inc
Missouri
$195K +$44.5K +6,255 +30%
KCM
263
Kathmere Capital Management
Pennsylvania
$192K -$782 -110 -0.4%
CCA
264
Checchi Capital Advisers
California
$186K +$2K +281 +1%
PP
265
PDS Planning
Ohio
$182K +$619 +87 +0.3%
CCM
266
Coldstream Capital Management
Washington
$179K -$11.8K -1,652 -6%
NI
267
Navi International
Brazil
$174K +$173K +24,298 New
PAS
268
Park Avenue Securities
New York
$167K +$78.3K +11,005 +89%
PA
269
PharVision Advisers
Florida
$167K +$52.3K +7,355 +46%
TCA
270
Transcend Capital Advisors
New Jersey
$166K +$49.7K +6,987 +43%
CAM
271
Cresset Asset Management
Illinois
$163K -$7 -1 -0%
UBP
272
Union Bancaire Privee
Switzerland
$163K
UCFA
273
United Capital Financial Advisors
Texas
$162K +$6.67K +937 +4%
AF
274
Aviso Financial
Ontario, Canada
$159K +$10.9K +1,532 +7%
SGDR
275
SPX Gestao de Recursos
Brazil
$159K -$12.1M -1,702,110 -99%