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Itaú Unibanco

334 hedge funds and large institutions have $8.84B invested in Itaú Unibanco in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 132 increasing their positions, 106 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $39.1M | Put options by funds: $21.2M

25% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 106

21% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 33

14% more capital invested

Capital invested by funds: $7.78B → $8.84B (+$1.06B)

0.96% more ownership

Funds ownership: 22.3%23.26% (+0.96%)

1% more funds holding

Funds holding: 332334 (+2)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
334
Holders Change
+2
Holders Change %
+0.6%
% of All Funds
4.38%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
40
Increased
132
Reduced
106
Closed
33
Calls
$39.1M
Puts
$21.2M
Net Calls
+$18M
Net Calls Change
+$9.93M
Name Holding Trade Value Shares
Change
Change in
Stake
GQG Partners
1
GQG Partners
Florida
$670M -$2.54M -385,246 -0.4%
OAG
2
Orbis Allan Gray
Bermuda
$612M -$8.28M -1,253,264 -1%
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$546M +$23.9M +3,616,642 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$464M -$26.8M -4,056,624 -6%
WGI
5
Westwood Global Investments
Massachusetts
$456M -$13.4M -2,025,349 -3%
Fisher Asset Management
6
Fisher Asset Management
Washington
$451M -$511K -77,341 -0.1%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$449M +$35.9M +5,437,660 +9%
Robeco Institutional Asset Management
8
Robeco Institutional Asset Management
Netherlands
$423M +$111M +16,830,041 +40%
JP Morgan Chase
9
JP Morgan Chase
New York
$304M +$2.51M +380,559 +0.9%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$303M -$32M -4,841,190 -10%
BlackRock
11
BlackRock
New York
$232M +$27M +4,093,623 +14%
Franklin Resources
12
Franklin Resources
California
$224M -$2.07M -313,020 -1%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$216M +$1.3M +197,485 +0.7%
Capital Research Global Investors
14
Capital Research Global Investors
California
$214M +$2.24M +339,830 +1%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$204M +$2.3M +347,451 +1%
Vanguard Group
16
Vanguard Group
Pennsylvania
$173M -$4.54M -687,993 -3%
IUHSA
17
Itau Unibanco Holding S.A.
Brazil
$166M +$4.54M +687,272 +3%
Dodge & Cox
18
Dodge & Cox
California
$137M +$6.44M +974,792 +5%
State Street
19
State Street
Massachusetts
$109M +$8.61M +1,303,599 +9%
Renaissance Technologies
20
Renaissance Technologies
New York
$104M -$85.3M -12,911,874 -47%
Ameriprise
21
Ameriprise
Minnesota
$104M +$34.7M +5,254,860 +56%
SC
22
Samlyn Capital
New York
$99.4M +$92.1M +13,946,872 New
PL
23
Perpetual Ltd
Australia
$95.2M -$6.95M -1,051,474 -7%
Capital World Investors
24
Capital World Investors
California
$94.6M +$581K +87,894 +0.7%
OCM
25
Oaktree Capital Management
California
$93M +$11.3M +1,711,146 +15%