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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
AA
351
Ancora Advisors
Ohio
$6.8K
FC
352
Financial Consulate
Maryland
$5.41K +$5.07K +606 +1,554%
RCM
353
Richardson Capital Management
Wisconsin
$5.36K +$5.36K +640 New
CA
354
Clearstead Advisors
Ohio
$4.63K
CHC
355
City Holding Co
West Virginia
$4.62K +$134 +16 +3%
NSIM
356
North Star Investment Management
Illinois
$4.26K +$4.25K +508 New
HWP
357
Highline Wealth Partners
California
$4.21K -$301 -36 -7%
ADL
358
Asset Dedication LLC
California
$3.49K
GEA
359
Glen Eagle Advisors
New Jersey
$3.35K +$25 +3 +0.8%
AWM
360
Activest Wealth Management
Florida
$3.32K +$3.31K +396 New
JWM
361
JPL Wealth Management
Colorado
$2.78K +$2.78K +332 New
IAS
362
IMA Advisory Services
Colorado
$2.72K +$703 +84 +35%
TCM
363
Triumph Capital Management
Colorado
$2.33K +$1.83K +219 +371%
BLC
364
Brown, Lisle/Cummings
Rhode Island
$2.29K +$2.28K +273 New
LFG
365
Larson Financial Group
Missouri
$2.22K +$2.22K +265 New
HI
366
Horizon Investments
North Carolina
$2.21K +$2.21K +264 New
PTC
367
Private Trust Company
Ohio
$1.96K +$50 +6 +3%
IWS
368
Intentional Wealth Strategies
Colorado
$1.93K +$1.92K +230 New
TWD
369
True Wealth Design
Ohio
$1.89K +$878 +105 +87%
EI
370
EFG International
$1.71K +$1.71K +204 New
RFP
371
Root Financial Partners
California
$1.42K +$469 +56 +50%
HCM
372
Hollencrest Capital Management
California
$1.39K
RCM
373
Raleigh Capital Management
North Carolina
$1.29K +$1.29K +154 New
CTC
374
Central Trust Company
Missouri
$1.26K
KB
375
Kimelman & Baird
New York
$1.26K