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Itaú Unibanco

387 hedge funds and large institutions have $10B invested in Itaú Unibanco in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 154 increasing their positions, 123 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

25% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 123

24% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 49

15% more capital invested

Capital invested by funds: $8.72B → $10B (+$1.31B)

2% more funds holding

Funds holding: 381387 (+6)

0.92% less ownership

Funds ownership: 23.18%22.25% (-0.92%)

2% less call options, than puts

Call options by funds: $10.3M | Put options by funds: $10.5M

Holders
387
Holders Change
+6
Holders Change %
+1.57%
% of All Funds
4.77%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
61
Increased
154
Reduced
123
Closed
49
Calls
$10.3M
Puts
$10.5M
Net Calls
-$188K
Net Calls Change
+$4.54M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
326
Community Bank
New York
$66.6K
PWPS
327
Pinnacle Wealth Planning Services
Ohio
$62.6K -$1.74K -208 -3%
VSQM
328
V-Square Quantitative Management
Illinois
$59.4K +$59.3K +7,091 New
AF
329
Allworth Financial
California
$46.3K +$34K +4,064 +278%
BGAI
330
Bruce G. Allen Investments
Colorado
$37.4K -$4.21K -503 -10%
BWA
331
Basecamp Wealth Advisors
Washington
$33.5K
SAM
332
Smartleaf Asset Management
Massachusetts
$30.5K -$3.15K -377 -9%
Northwestern Mutual Wealth Management
333
Northwestern Mutual Wealth Management
Wisconsin
$28.7K +$26.4K +3,161 +1,193%
AssetMark Inc
334
AssetMark Inc
California
$28.4K +$8.22K +982 +41%
MG
335
Mather Group
Illinois
$28.1K +$28.1K +3,358 New
BBHC
336
Brown Brothers Harriman & Co
New York
$24.6K
TPCW
337
TD Private Client Wealth
New York
$22K -$276 -33 -1%
TPWA
338
Twin Peaks Wealth Advisors
California
$20.4K +$20.3K +2,431 New
KFI
339
Key Financial Inc
Pennsylvania
$15.1K
BIA
340
Bell Investment Advisors
California
$14.7K +$2.47K +295 +20%
UB
341
UMB Bank
Missouri
$14.6K -$17 -2 -0.1%
Bessemer Group
342
Bessemer Group
New Jersey
$12K +$8.82K +1,054 +269%
W
343
WealthCollab
Washington
$11.7K
LFA
344
Longview Financial Advisors
Alabama
$11.2K +$11.2K +1,333 New
AGWCA
345
Annis Gardner Whiting Capital Advisors
Florida
$10.2K -$301 -36 -3%
AAP
346
Arax Advisory Partners
Colorado
$8.98K -$82K -9,801 -95%
JWA
347
JFS Wealth Advisors
Pennsylvania
$8.41K
WA
348
Whipplewood Advisors
Colorado
$7.28K +$7.27K +869 New
NS
349
NBC Securities
Alabama
$6.99K
AWA
350
Acumen Wealth Advisors
Tennessee
$6.93K