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Itaú Unibanco

327 hedge funds and large institutions have $7.34B invested in Itaú Unibanco in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 118 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

6% more funds holding

Funds holding: 309327 (+18)

2.52% more ownership

Funds ownership: 17.91%20.43% (+2.5%)

4% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 113

Holders
327
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$25.6M
Puts
$17.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
301
TS Financial Group (TSFG)
Illinois
$7K
WA
302
Whipplewood Advisors
Colorado
$6.94K
JWA
303
JFS Wealth Advisors
Pennsylvania
$6.61K
NS
304
NBC Securities
Alabama
$6K
AF
305
Allworth Financial
California
$5.98K
SO
306
Sierra Ocean
California
$5.42K
NC
307
NewSquare Capital
Pennsylvania
$4.96K
CIBC Private Wealth Group
308
CIBC Private Wealth Group
Georgia
$4.32K
AssetMark Inc
309
AssetMark Inc
California
$4.07K
CA
310
Clearstead Advisors
Ohio
$3.64K
HWP
311
Highline Wealth Partners
California
$3.14K
BBHC
312
Brown Brothers Harriman & Co
New York
$2.88K
BCMLT
313
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.67K
BI
314
Binnacle Investments
Iowa
$2.57K
GEA
315
Glen Eagle Advisors
New Jersey
$2.48K
FDCDDQ
316
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.24K
UB
317
UMB Bank
Missouri
$2.24K
FHA
318
First Horizon Advisors
Tennessee
$2.13K
AF
319
Advisornet Financial
Minnesota
$1.8K
HCM
320
Hollencrest Capital Management
California
$1.1K
HI
321
Horizon Investments
North Carolina
$1.06K
KB
322
Kimelman & Baird
New York
$992
BIA
323
Bell Investment Advisors
California
$883
CFS
324
CGC Financial Services
Oregon
$618
PCTC
325
Perkins Coie Trust Company
Washington
$332