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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
LCAM
201
London & Capital Asset Management
United Kingdom
$609K
VPIM
202
Vanguard Personalized Indexing Management
California
$604K +$86.6K +12,182 +17%
LNWTC
203
Laird Norton Wetherby Trust Company
Washington
$556K +$552K +77,579 New
M&T Bank
204
M&T Bank
New York
$533K +$530K +74,468 New
BIM
205
Baldwin Investment Management
Pennsylvania
$533K -$57 -8 -0%
GRP
206
Global Retirement Partners
California
$521K +$488K +68,625 +1,664%
CIBC World Market
207
CIBC World Market
Ontario, Canada
$521K +$393K +55,241 +316%
NW
208
Naviter Wealth
Arkansas
$514K -$40.9K -5,747 -7%
WA
209
Wealth Alliance
New York
$509K +$7.22K +1,015 +1%
SCM
210
Shelton Capital Management
Colorado
$504K +$500K +70,328 New
Cerity Partners
211
Cerity Partners
New York
$495K -$25.9K -3,636 -5%
YCM
212
Yousif Capital Management
Michigan
$489K -$7 -1 -0%
SFA
213
Sequoia Financial Advisors
Ohio
$486K +$747 +105 +0.2%
QI
214
Qtron Investments
Massachusetts
$484K -$105K -14,784 -18%
MOS
215
MGO One Seven
Ohio
$460K +$25.1K +3,525 +6%
P
216
&Partners
Tennessee
$459K +$17.7K +2,489 +4%
GC
217
Guggenheim Capital
Illinois
$437K -$23.2K -3,265 -5%
SWM
218
Spire Wealth Management
Virginia
$431K +$20K +2,812 +5%
IWC
219
Integrated Wealth Concepts
Massachusetts
$382K +$37.4K +5,258 +11%
BTI
220
Blue Trust Inc
Georgia
$379K -$21.9K -3,083 -6%
MML Investors Services
221
MML Investors Services
Massachusetts
$375K +$84.3K +11,854 +29%
EGM
222
Engineers Gate Manager
New York
$370K +$15.6K +2,192 +4%
Nordea Investment Management
223
Nordea Investment Management
Sweden
$370K -$48.8K -6,864 -12%
PHS
224
Pekin Hardy Strauss
Illinois
$367K +$192 +27 +0.1%
FAM
225
Fairtree Asset Management
South Africa
$352K +$349K +49,127 New