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Itaú Unibanco
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Overview Fund Activity

326 hedge funds and large institutions have $4.14B invested in Itaú Unibanco in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 137 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-18
Holders Change %
-5.23%
% of All Funds
4.34%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
43
Increased
96
Reduced
137
Closed
56
Calls
$27.7M
Puts
$24.4M
Net Calls
+$3.32M
Net Calls Change
-$5.52M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$205M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$253M
3
Bank of America
Bank of America
North Carolina
$127M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$71.1M
5
Renaissance Technologies
Renaissance Technologies
New York
$54.3M

Top Sellers

1
WGI
Westwood Global Investments
Massachusetts
$0
2
William Blair Investment Management
William Blair Investment Management
Illinois
$69.9M
3
OAG
Orbis Allan Gray
Bermuda
$0
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$27.8M
5
OCM
Oaktree Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
301
JFS Wealth Advisors
Pennsylvania
$5.13K – – –
PA
302
Parallel Advisors
California
$4.76K -$33.8K -7,507 -88%
WA
303
Whipplewood Advisors
Colorado
$4.66K +$4.66K +1,034 New
KIM
304
Kestra Investment Management
Texas
$3.97K +$3.97K +881 New
AF
305
Allworth Financial
California
$3K – – –
GJIA
306
Glass Jacobson Investment Advisors
Maryland
$2.61K +$2.61K +579 New
CIBC Private Wealth Group
307
CIBC Private Wealth Group
Georgia
$2.3K – – –
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$2.06K +$2.06K +458 New
BCMLT
309
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.68K – – –
GEA
310
Glen Eagle Advisors
New Jersey
$1.56K – – –
FDCDDQ
311
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.49K – – –
FHA
312
First Horizon Advisors
Tennessee
$1.41K -$2.3K -511 -62%
SPIA
313
Steward Partners Investment Advisory
New York
$1.24K +$1.24K +274 New
AF
314
Advisornet Financial
Minnesota
$1.2K – – –
BWL
315
Bogart Wealth LLC
Virginia
$1.15K +$1.15K +255 New
CI
316
Clal Insurance
Israel
$1K +$1K +244 New
FFA
317
Farther Finance Advisors
California
$999 -$967 -214 -49%
HWP
318
Highline Wealth Partners
California
$828 -$1.18K -263 -59%
HI
319
Horizon Investments
North Carolina
$762 – – –
HCM
320
Hollencrest Capital Management
California
$734 – – –
KB
321
Kimelman & Baird
New York
$660 – – –
BIA
322
Bell Investment Advisors
California
$591 – – –
IA
323
IFP Advisors
Florida
$580 +$580 +129 New
CAM
324
Creekmur Asset Management
Illinois
$546 – – –
RFS
325
Richardson Financial Services
Massachusetts
$511 -$516 -114 -50%
11 12
13
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