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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
NW
276
NewEdge Wealth
Pennsylvania
$155K -$292 -41 -0.2%
Bank Julius Baer & Co
277
Bank Julius Baer & Co
Switzerland
$154K
Focus Partners Wealth
278
Focus Partners Wealth
Massachusetts
$152K +$11.1K +1,557 +8%
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$148K +$6.09K +856 +4%
LGF
280
LGT Group Foundation
Liechtenstein
$147K +$145K +20,391 New
FMI
281
Frec Markets Inc
California
$144K +$143K +20,135 New
RS
282
R Squared
Hong Kong
$140K -$13.7K -1,931 -9%
Tudor Investment Corp
283
Tudor Investment Corp
Connecticut
$140K +$139K +19,597 New
FCG
284
Fielder Capital Group
Tennessee
$139K
BCM
285
Bayesian Capital Management
New York
$137K +$136K +19,128 New
HC
286
Hamilton Capital
Ohio
$136K +$135K +18,983 New
HH
287
Hilltop Holdings
Texas
$136K +$3.58K +504 +3%
Aviva
288
Aviva
United Kingdom
$133K
WFI
289
West Family Investments
California
$127K -$14 -2 -0%
Mercer Global Advisors
290
Mercer Global Advisors
Colorado
$126K +$17.6K +2,477 +16%
VanEck Associates
291
VanEck Associates
New York
$126K +$24.9K +3,504 +25%
MHC
292
May Hill Capital
Massachusetts
$124K +$123K +17,331 New
FHC
293
First Horizon Corporation
Tennessee
$121K +$59.6K +8,384 +99%
MIP
294
Mondrian Investment Partners
United Kingdom
$118K +$27.1K +3,806 +30%
ECM
295
Evergreen Capital Management
Washington
$117K -$352K -49,419 -75%
X
296
Xponance
Pennsylvania
$116K -$19.3K -2,713 -14%
AWM
297
Athena Wealth Management
Nevada
$115K +$114K +16,074 New
BC
298
Bayforest Capital
United Kingdom
$114K -$167K -23,548 -60%
EWM
299
Empirical Wealth Management
Washington
$114K +$113K +15,882 New
RG
300
Rathbones Group
United Kingdom
$114K