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Itaú Unibanco
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Overview Fund Activity

325 hedge funds and large institutions have $4.14B invested in Itaú Unibanco in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 136 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-18
Holders Change %
-5.25%
% of All Funds
4.33%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
43
Increased
96
Reduced
136
Closed
56
Calls
$27.7M
Puts
$24.4M
Net Calls
+$3.32M
Net Calls Change
-$5.52M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$205M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$253M
3
Bank of America
3
Bank of America
North Carolina
$127M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$71.1M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$54.3M

Top Sellers

1
WGI
1
Westwood Global Investments
Massachusetts
$0
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$69.9M
3
OAG
3
Orbis Allan Gray
Bermuda
$0
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$27.8M
5
OCM
5
Oaktree Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
176
NewEdge Advisors
Louisiana
$335K +$67.9K +15,054 +25%
CC
177
Centiva Capital
New York
$321K -$323K -71,637 -50%
GC
178
Guggenheim Capital
Illinois
$310K +$95.5K +21,170 +45%
VT
179
Vise Technologies
New York
$304K +$37.5K +8,312 +14%
CG
180
Caprock Group
Idaho
$295K +$295K +64,104 New
TRCT
181
Tower Research Capital (TRC)
New York
$280K +$25.6K +5,682 +10%
FCI
182
Financial Counselors Inc
Kansas
$278K -$10.2K -2,272 -4%
WA
183
Wealth Alliance
New York
$274K -$42.3K -9,388 -13%
SMDAM
184
Sumitomo Mitsui DS Asset Management
Japan
$273K -$12.4K -2,750 -4%
JIC
185
Johnson Investment Counsel
Ohio
$272K – – –
VPIM
186
Vanguard Personalized Indexing Management
California
$263K -$52.3K -11,589 -17%
CWM
187
Congress Wealth Management
Massachusetts
$255K -$42.3K -9,376 -14%
VA
188
Vident Advisory
Georgia
$251K -$40.6K -8,993 -14%
CS
189
Candriam SCA
Luxembourg
$251K – – –
BNP Paribas Asset Management
190
BNP Paribas Asset Management
France
$240K -$1.71M -378,773 -88%
BS
191
Banco Santander
Spain
$239K -$21.4K -4,738 -8%
OPS
192
Orion Portfolio Solutions
Nebraska
$227K +$53.3K +11,815 +31%
BCI
193
Brinker Capital Investments
Pennsylvania
$227K +$53.3K +11,815 +31%
FC
194
Farringdon Capital
United Kingdom
$226K +$226K +50,215 New
SWM
195
Spire Wealth Management
Virginia
$222K +$16.9K +3,746 +8%
CCM
196
Causeway Capital Management
California
$214K +$214K +47,544 New
FC
197
FORA Capital
Florida
$201K -$184K -40,760 -48%
SFA
198
Sequoia Financial Advisors
Ohio
$201K -$298 -66 -0.1%
Osaic Holdings
199
Osaic Holdings
Arizona
$201K -$16.2K -3,590 -7%
Envestnet Portfolio Solutions
200
Envestnet Portfolio Solutions
Illinois
$199K -$2.3K -510 -1%
6 7
8
9 10