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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
GQG Partners
1
GQG Partners
Florida
$694M +$21.3M +3,001,045 +3%
OAG
2
Orbis Allan Gray
Bermuda
$585M -$29.5M -4,144,377 -5%
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$524M -$28M -3,943,250 -5%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$455M +$3.98M +560,178 +0.9%
WGI
5
Westwood Global Investments
Massachusetts
$439M -$18.9M -2,662,302 -4%
Robeco Institutional Asset Management
6
Robeco Institutional Asset Management
Netherlands
$419M -$5.49M -771,764 -1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$397M -$68.6M -9,644,790 -15%
JP Morgan Chase
8
JP Morgan Chase
New York
$312M +$6.48M +911,647 +2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$307M +$2M +281,836 +0.7%
BlackRock
10
BlackRock
New York
$273M +$39M +5,482,154 +17%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$262M +$44.1M +6,197,462 +20%
Franklin Resources
12
Franklin Resources
California
$232M +$7.18M +1,009,527 +3%
Capital Research Global Investors
13
Capital Research Global Investors
California
$217M +$1.9M +267,411 +0.9%
Fisher Asset Management
14
Fisher Asset Management
Washington
$204M -$247M -34,724,708 -55%
Viking Global Investors
15
Viking Global Investors
Connecticut
$203M +$202M +28,396,545 New
Vanguard Group
16
Vanguard Group
Pennsylvania
$173M -$431K -60,654 -0.3%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$158M -$46.6M -6,545,649 -23%
IUHSA
18
Itau Unibanco Holding S.A.
Brazil
$151M -$16M -2,246,341 -10%
Dodge & Cox
19
Dodge & Cox
California
$137M -$432K -60,771 -0.3%
OCM
20
Oaktree Capital Management
California
$99M +$5.53M +776,972 +6%
State Street
21
State Street
Massachusetts
$97.2M -$12.2M -1,711,433 -11%
Boston Partners
22
Boston Partners
Massachusetts
$97.2M +$5.62M +790,475 +6%
PL
23
Perpetual Ltd
Australia
$96.5M +$868K +122,092 +0.9%
NC
24
Northcape Capital
Australia
$96.1M +$20M +2,812,687 +28%
Capital World Investors
25
Capital World Investors
California
$95.5M +$473K +66,499 +0.5%