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Itaú Unibanco

309 hedge funds and large institutions have $5.22B invested in Itaú Unibanco in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 130 increasing their positions, 113 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

5% less funds holding

Funds holding: 326309 (-17)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

16% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 51

Holders
309
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$50.7M
Puts
$44.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
276
TD Private Client Wealth
New York
$14.2K
TIM
277
Tortoise Investment Management
New York
$13.3K
PS
278
Principal Securities
Iowa
$9.9K
KFI
279
Key Financial Inc
Pennsylvania
$9.62K
EWA
280
EverSource Wealth Advisors
Alabama
$8.86K
HFS
281
Hantz Financial Services
Michigan
$8K
W
282
WealthCollab
Washington
$7.43K
CIBC Private Wealth Group
283
CIBC Private Wealth Group
Georgia
$5.63K
WA
284
Whipplewood Advisors
Colorado
$5.63K
JWA
285
JFS Wealth Advisors
Pennsylvania
$5.36K
SO
286
Sierra Ocean
California
$4.39K
NC
287
NewSquare Capital
Pennsylvania
$4.01K
NS
288
NBC Securities
Alabama
$4K
AF
289
Allworth Financial
California
$3.43K
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Wisconsin
$3.27K
CA
291
Clearstead Advisors
Ohio
$2.95K
GJIA
292
Glass Jacobson Investment Advisors
Maryland
$2.61K
ACA
293
Atlas Capital Advisors
Wyoming
$2.54K
BCMLT
294
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.16K
BI
295
Binnacle Investments
Iowa
$2.09K
GEA
296
Glen Eagle Advisors
New Jersey
$2K
CA
297
CoreCap Advisors
Michigan
$1.85K
FDCDDQ
298
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.81K
FHA
299
First Horizon Advisors
Tennessee
$1.73K
AF
300
Advisornet Financial
Minnesota
$1.52K