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Itaú Unibanco

372 hedge funds and large institutions have $8.69B invested in Itaú Unibanco in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 150 increasing their positions, 129 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.15% less ownership

Funds ownership: 23.25%23.09% (-0.15%)

2% less capital invested

Capital invested by funds: $8.84B → $8.69B (-$147M)

29% less call options, than puts

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

Holders
372
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.6M
Puts
$16.3M
Net Calls
Net Calls Change

Top Buyers

1 +$202M
2 +$44.1M
3 +$39M
4
Man Group
Man Group
United Kingdom
+$36.6M
5
Marshall Wace
Marshall Wace
United Kingdom
+$23.5M

Top Sellers

1 -$247M
2 -$70.8M
3 -$68.6M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$46.6M
5
Renaissance Technologies
Renaissance Technologies
New York
-$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
326
Smartleaf Asset Management
Massachusetts
$30.6K
MCM
327
MAI Capital Management
Ohio
$29.4K
UBS AM
328
UBS AM
Illinois
$27.3K
BBHC
329
Brown Brothers Harriman & Co
New York
$21K
TPCW
330
TD Private Client Wealth
New York
$19K
AssetMark Inc
331
AssetMark Inc
California
$17.2K
KFI
332
Key Financial Inc
Pennsylvania
$12.9K
UB
333
UMB Bank
Missouri
$12.5K
BIA
334
Bell Investment Advisors
California
$10.5K
AF
335
Allworth Financial
California
$10.5K
W
336
WealthCollab
Washington
$9.96K
QT
337
Quantbot Technologies
New York
$9.06K
AGWCA
338
Annis Gardner Whiting Capital Advisors
Florida
$8.98K
JWA
339
JFS Wealth Advisors
Pennsylvania
$7.18K
NS
340
NBC Securities
Alabama
$5.97K
AWA
341
Acumen Wealth Advisors
Tennessee
$5.93K
AA
342
Ancora Advisors
Ohio
$5.81K
FMP
343
Financial Management Professionals
Texas
$5.42K
MPW
344
MASECO Private Wealth
$4.61K
CA
345
Clearstead Advisors
Ohio
$3.95K
CIBC Private Wealth Group
346
CIBC Private Wealth Group
Georgia
$3.86K
HWP
347
Highline Wealth Partners
California
$3.86K
CHC
348
City Holding Co
West Virginia
$3.83K
SAG
349
SageView Advisory Group
California
$3.27K
Bessemer Group
350
Bessemer Group
New Jersey
$3K