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Itaú Unibanco

325 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, 117 increasing their positions, 113 reducing their positions, and 28 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:

5% more funds holding

Funds holding: 309325 (+16)

2.52% more ownership

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

4% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 113

Holders
325
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
JWA
301
JFS Wealth Advisors
Pennsylvania
$6.61K
NS
302
NBC Securities
Alabama
$6K
AF
303
Allworth Financial
California
$5.98K
SO
304
Sierra Ocean
California
$5.42K
NC
305
NewSquare Capital
Pennsylvania
$4.96K
CIBC Private Wealth Group
306
CIBC Private Wealth Group
Georgia
$4.32K
AssetMark Inc
307
AssetMark Inc
California
$4.07K
CA
308
Clearstead Advisors
Ohio
$3.64K
HWP
309
Highline Wealth Partners
California
$3.14K
BBHC
310
Brown Brothers Harriman & Co
New York
$2.88K
BCMLT
311
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.67K
BI
312
Binnacle Investments
Iowa
$2.57K
GEA
313
Glen Eagle Advisors
New Jersey
$2.48K
FDCDDQ
314
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.24K
UB
315
UMB Bank
Missouri
$2.24K
FHA
316
First Horizon Advisors
Tennessee
$2.13K
AF
317
Advisornet Financial
Minnesota
$1.8K
HCM
318
Hollencrest Capital Management
California
$1.1K
HI
319
Horizon Investments
North Carolina
$1.06K
KB
320
Kimelman & Baird
New York
$992
BIA
321
Bell Investment Advisors
California
$883
CFS
322
CGC Financial Services
Oregon
$618
PCTC
323
Perkins Coie Trust Company
Washington
$332
National Bank of Canada
324
National Bank of Canada
Quebec, Canada
$204
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$149