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Itaú Unibanco

380 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, 130 reducing their positions, and 26 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:

0.07% less ownership

Funds ownership: 23.25%23.18% (-0.07%)

1% less capital invested

Capital invested by funds: $8.84B → $8.72B (-$113M)

29% less call options, than puts

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

Holders
380
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
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$63K
EWA
327
EverSource Wealth Advisors
Alabama
$58.2K
CB
328
Community Bank
New York
$56.9K
PWPS
329
Pinnacle Wealth Planning Services
Ohio
$55K
FFA
330
Farther Finance Advisors
California
$47.6K
BGAI
331
Bruce G. Allen Investments
Colorado
$35.5K
KAS
332
Kestra Advisory Services
Texas
$30.8K
SAM
333
Smartleaf Asset Management
Massachusetts
$30.6K
MCM
334
MAI Capital Management
Ohio
$29.4K
UBS AM
335
UBS AM
Illinois
$27.3K
BBHC
336
Brown Brothers Harriman & Co
New York
$21K
TPCW
337
TD Private Client Wealth
New York
$19K
AssetMark Inc
338
AssetMark Inc
California
$17.2K
KFI
339
Key Financial Inc
Pennsylvania
$12.9K
UB
340
UMB Bank
Missouri
$12.5K
BIA
341
Bell Investment Advisors
California
$10.5K
AF
342
Allworth Financial
California
$10.5K
W
343
WealthCollab
Washington
$9.96K
QT
344
Quantbot Technologies
New York
$9.06K
AGWCA
345
Annis Gardner Whiting Capital Advisors
Florida
$8.98K
JWA
346
JFS Wealth Advisors
Pennsylvania
$7.18K
NS
347
NBC Securities
Alabama
$5.97K
AWA
348
Acumen Wealth Advisors
Tennessee
$5.93K
AA
349
Ancora Advisors
Ohio
$5.81K
FMP
350
Financial Management Professionals
Texas
$5.42K