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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
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$63K +$2.48K +349 +4%
EWA
327
EverSource Wealth Advisors
Alabama
$58.2K +$8.09K +1,137 +16%
CB
328
Community Bank
New York
$56.9K -$7 -1 -0%
PWPS
329
Pinnacle Wealth Planning Services
Ohio
$55K +$54.6K +7,680 New
FFA
330
Farther Finance Advisors
California
$47.6K +$12.5K +1,759 +36%
BGAI
331
Bruce G. Allen Investments
Colorado
$35.5K -$3.2K -450 -8%
KAS
332
Kestra Advisory Services
Texas
$30.8K +$30.6K +4,299 New
SAM
333
Smartleaf Asset Management
Massachusetts
$30.6K +$2.76K +388 +10%
MCM
334
MAI Capital Management
Ohio
$29.4K -$7 -1 -0%
BWA
335
Basecamp Wealth Advisors
Washington
$28.6K +$28.4K +3,999 New
UBS AM
336
UBS AM
Illinois
$27.3K -$997K -140,155 -97%
BBHC
337
Brown Brothers Harriman & Co
New York
$21K +$20.9K +2,938 New
TPCW
338
TD Private Client Wealth
New York
$19K -$925 -130 -5%
AssetMark Inc
339
AssetMark Inc
California
$17.2K +$3.76K +528 +28%
KFI
340
Key Financial Inc
Pennsylvania
$12.9K
UB
341
UMB Bank
Missouri
$12.5K +$9.96K +1,401 +412%
BIA
342
Bell Investment Advisors
California
$10.5K +$9.47K +1,331 +993%
AF
343
Allworth Financial
California
$10.5K -$576 -81 -5%
W
344
WealthCollab
Washington
$9.96K -$7 -1 -0.1%
QT
345
Quantbot Technologies
New York
$9.06K +$9.01K +1,266 New
AGWCA
346
Annis Gardner Whiting Capital Advisors
Florida
$8.98K +$8.92K +1,254 New
JWA
347
JFS Wealth Advisors
Pennsylvania
$7.18K
NS
348
NBC Securities
Alabama
$5.97K -$349 -49 -6%
AWA
349
Acumen Wealth Advisors
Tennessee
$5.93K +$5.83K +820 New
AA
350
Ancora Advisors
Ohio
$5.81K +$5.78K +812 New