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Itaú Unibanco

372 hedge funds and large institutions have $8.69B invested in Itaú Unibanco in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 150 increasing their positions, 129 reducing their positions, and 25 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:

0.15% less ownership

Funds ownership: 23.25%23.09% (-0.15%)

2% less capital invested

Capital invested by funds: $8.84B → $8.69B (-$147M)

29% less call options, than puts

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

Holders
372
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
BIM
201
Baldwin Investment Management
Pennsylvania
$533K
GRP
202
Global Retirement Partners
California
$521K
CIBC World Market
203
CIBC World Market
Ontario, Canada
$521K
NW
204
Naviter Wealth
Arkansas
$514K
WA
205
Wealth Alliance
New York
$509K
SCM
206
Shelton Capital Management
Colorado
$504K
Cerity Partners
207
Cerity Partners
New York
$495K
YCM
208
Yousif Capital Management
Michigan
$489K
SFA
209
Sequoia Financial Advisors
Ohio
$486K
QI
210
Qtron Investments
Massachusetts
$484K
MOS
211
MGO One Seven
Ohio
$460K
P
212
&Partners
Tennessee
$459K
GC
213
Guggenheim Capital
Illinois
$437K
SWM
214
Spire Wealth Management
Virginia
$431K
Corient Private Wealth
215
Corient Private Wealth
Florida
$398K
IWC
216
Integrated Wealth Concepts
Massachusetts
$382K
BTI
217
Blue Trust Inc
Georgia
$379K
MML Investors Services
218
MML Investors Services
Massachusetts
$375K
EGM
219
Engineers Gate Manager
New York
$370K
Nordea Investment Management
220
Nordea Investment Management
Sweden
$370K
PHS
221
Pekin Hardy Strauss
Illinois
$367K
FAM
222
Fairtree Asset Management
South Africa
$352K
Stifel Financial
223
Stifel Financial
Missouri
$343K
CS
224
Candriam SCA
Luxembourg
$342K
JIC
225
Johnson Investment Counsel
Ohio
$342K