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Itaú Unibanco

381 hedge funds and large institutions have $8.72B invested in Itaú Unibanco in 2025 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 150 increasing their positions, 131 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 26

15% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 131

14% more funds holding

Funds holding: 334381 (+47)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

0.09% less ownership

Funds ownership: 23.26%23.18% (-0.09%)

1% less capital invested

Capital invested by funds: $8.84B → $8.72B (-$119M)

29% less call options, than puts

Call options by funds: $11.6M | Put options by funds: $16.3M

Holders
381
Holders Change
+47
Holders Change %
+14.07%
% of All Funds
4.63%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.12%
New
76
Increased
150
Reduced
131
Closed
26
Calls
$11.6M
Puts
$16.3M
Net Calls
-$4.73M
Net Calls Change
-$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
301
Stratos Wealth Partners
Ohio
$104K -$20.7K -2,914 -17%
EL
302
EWA LLC
Pennsylvania
$103K -$10.2K -1,434 -9%
WA
303
Waverly Advisors
Alabama
$101K +$1.98K +279 +2%
FWP
304
Flatrock Wealth Partners
California
$98.3K +$96.7K +13,596 New
GI
305
GAMMA Investing
California
$96.2K +$26.1K +3,665 +37%
SMDAM
306
Sumitomo Mitsui DS Asset Management
Japan
$95.9K -$125K -17,510 -57%
S
307
SignatureFD
Georgia
$94.4K +$1.02K +144 +1%
ACM
308
Alta Capital Management
Utah
$92.9K -$10.5K -1,475 -10%
MFG
309
Merit Financial Group
Georgia
$89.9K -$1.11K -156 -1%
ACM
310
Aquatic Capital Management
Illinois
$89.7K +$89.1K +12,533 New
NA
311
NewEdge Advisors
Louisiana
$86.5K -$4.12K -579 -5%
BC
312
Bridgefront Capital
Texas
$83.6K -$59.9K -8,415 -42%
PA
313
Parallel Advisors
California
$82.7K +$4.56K +641 +6%
HNB
314
Huntington National Bank
Ohio
$78K +$5.68K +798 +8%
HAG
315
HighPoint Advisor Group
Illinois
$74.3K +$73.8K +10,375 New
AG
316
Ascent Group
Virginia
$74.2K +$73.7K +10,363 New
TRCT
317
Tower Research Capital (TRC)
New York
$73.9K -$62.4K -8,768 -46%
AAP
318
Arax Advisory Partners
Colorado
$73.9K +$69.3K +9,745 +1,713%
GBT
319
Grove Bank & Trust
Florida
$73.5K -$2.84K -399 -4%
DWM
320
Drive Wealth Management
Utah
$73.2K +$72.7K +10,215 New
DCM
321
DGS Capital Management
New Jersey
$73K -$9.18K -1,291 -11%
SCP
322
Sivia Capital Partners
California
$73K +$72.5K +10,190 New
IRC
323
Investors Research Corp
Georgia
$72.3K -$21 -3 -0%
SC
324
Syon Capital
California
$71.8K +$71.3K +10,021 New
FIA
325
FNY Investment Advisers
New York
$70K +$70K +9,846 New