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Itaú Unibanco

332 hedge funds and large institutions have $7.78B invested in Itaú Unibanco in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 120 increasing their positions, 114 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 28

46% more call options, than puts

Call options by funds: $25.6M | Put options by funds: $17.5M

40% more capital invested

Capital invested by funds: $5.57B → $7.78B (+$2.22B)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

5% more funds holding

Funds holding: 315332 (+17)

2.62% more ownership

Funds ownership: 19.68%22.3% (+2.6%)

5% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 114

Holders
332
Holders Change
+17
Holders Change %
+5.4%
% of All Funds
4.37%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
51
Increased
120
Reduced
114
Closed
28
Calls
$25.6M
Puts
$17.5M
Net Calls
+$8.03M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
301
Caitong International Asset Management
Hong Kong
$10.4K +$9.05K +1,485 +1,632%
W
302
WealthCollab
Washington
$9.17K
AGWCA
303
Annis Gardner Whiting Capital Advisors
Florida
$8.27K +$7.65K +1,255 New
MS
304
Mizuho Securities
Japan
$8.18K +$7.57K +1,241 New
TFGT
305
TS Financial Group (TSFG)
Illinois
$7K +$6.28K +1,030 New
WA
306
Whipplewood Advisors
Colorado
$6.94K +$975 +160 +18%
JWA
307
JFS Wealth Advisors
Pennsylvania
$6.61K
NS
308
NBC Securities
Alabama
$6K -$49 -8 -0.9%
AF
309
Allworth Financial
California
$5.98K +$2.01K +330 +57%
SO
310
Sierra Ocean
California
$5.42K
NC
311
NewSquare Capital
Pennsylvania
$4.96K
CIBC Private Wealth Group
312
CIBC Private Wealth Group
Georgia
$4.32K -$2.75K -452 -41%
AssetMark Inc
313
AssetMark Inc
California
$4.07K +$3.77K +618 New
CA
314
Clearstead Advisors
Ohio
$3.64K
HWP
315
Highline Wealth Partners
California
$3.14K +$1.69K +277 +139%
BBHC
316
Brown Brothers Harriman & Co
New York
$2.88K +$2.66K +437 New
BCMLT
317
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.67K +$6 +1 +0.2%
BI
318
Binnacle Investments
Iowa
$2.57K -$6 -1 -0.3%
GEA
319
Glen Eagle Advisors
New Jersey
$2.48K +$6 +1 +0.3%
FDCDDQ
320
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.24K
UB
321
UMB Bank
Missouri
$2.24K +$2.07K +340 New
FHA
322
First Horizon Advisors
Tennessee
$2.13K -$6 -1 -0.3%
AF
323
Advisornet Financial
Minnesota
$1.8K -$67 -11 -4%
HCM
324
Hollencrest Capital Management
California
$1.1K
HI
325
Horizon Investments
North Carolina
$1.06K +$981 +161 New

ITUB Hedge Fund Activity: Q2 2025 in Review

332 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Itaú Unibanco (ITUB) for Q2 2025, worth a combined $7.78B — up 40% from $5.57B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new ITUB positions and 28 closed out — a net gain of 23 holders — while 120 added to existing stakes and 114 trimmed.

The largest buyer was Orbis Allan Gray, adding an estimated $271M. The largest seller was D.E. Shaw & Co, cutting an estimated $75.5M.

  • 332 institutional investors held Itaú Unibanco (ITUB) as of Q2 2025, up from 315 in Q1 2025.
  • Funds reported $7.78B of Itaú Unibanco stock for Q2 2025, up 40% quarter-over-quarter.
  • 51 funds opened new Itaú Unibanco positions in Q2 2025 and 28 closed out, a net change of +23 holders.
  • The largest Itaú Unibanco buyer in Q2 2025 was Orbis Allan Gray, an estimated $271M added.
  • The largest Itaú Unibanco seller in Q2 2025 was D.E. Shaw & Co, an estimated $75.5M sold.

Based on aggregated 13F filings for Q2 2025.