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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
WA
301
Waverly Advisors
Alabama
$118K -$393 -47 -0.3%
FWP
302
Flatrock Wealth Partners
California
$115K
AWM
303
Athena Wealth Management
Nevada
$113K -$21.3K -2,545 -16%
SMDAM
304
Sumitomo Mitsui DS Asset Management
Japan
$112K
Geode Capital Management
305
Geode Capital Management
Massachusetts
$107K -$4.24M -506,378 -98%
FFA
306
Farther Finance Advisors
California
$105K +$47.6K +5,684 +86%
PCM
307
Palisade Capital Management
New Jersey
$102K +$102K +12,167 New
HIP
308
HUB Investment Partners
Texas
$101K +$100K +12,001 New
AG
309
Ascent Group
Virginia
$99.2K +$12.3K +1,472 +14%
LA
310
LVW Advisors
New York
$97.3K +$97.1K +11,605 New
PCM
311
Prelude Capital Management
New York
$96.4K +$96.2K +11,500 New
NA
312
NewEdge Advisors
Louisiana
$95.2K -$6.09K -728 -6%
DWM
313
Drive Wealth Management
Utah
$93.1K +$6.68K +798 +8%
S
314
Sunpointe
Missouri
$92.6K +$92.5K +11,054 New
HNB
315
Huntington National Bank
Ohio
$91.7K +$360 +43 +0.4%
SGA
316
Strategic Global Advisors
California
$91.4K +$91.3K +10,910 New
RCA
317
Resonant Capital Advisors
Wisconsin
$88.8K +$87.9K +10,509 New
GIA
318
Gateway Investment Advisers
Ohio
$87.3K +$87.1K +10,414 New
DCM
319
DGS Capital Management
New Jersey
$86.8K +$1.26K +151 +1%
SC
320
Syon Capital
California
$86.1K +$2.12K +253 +3%
GBT
321
Grove Bank & Trust
Florida
$85.8K -$218 -26 -0.3%
CP
322
CenterBook Partners
Connecticut
$84K +$83.9K +10,025 New
EWA
323
EverSource Wealth Advisors
Alabama
$79.1K +$10.9K +1,306 +16%
Carson Wealth (CWM LLC)
324
Carson Wealth (CWM LLC)
Nebraska
$71.9K -$1.49K -178 -2%
VanEck Associates
325
VanEck Associates
New York
$70K -$76.9K -9,194 -52%