Telefônica Brasil
227 hedge funds and large institutions have $822M invested in Telefônica Brasil in 2026 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 75 reducing their positions, and 33 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 75
12% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 33
0% more funds holding
Funds holding: 227 → 227 (0)
0.19% less ownership
Funds ownership: 4.06% → 3.87% (-0.19%)
21% less capital invested
Capital invested by funds: $1.04B → $822M (-$218M)
87% less call options, than puts
Call options by funds: $28K | Put options by funds: $209K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$22.1M |
| 2 |
TAF
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
|
+$9.09M |
| 3 |
Morgan Stanley
New York
|
+$6.25M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$6.01M |
| 5 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$3.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$33.7M |
| 2 |
BlackRock
New York
|
-$19.5M |
| 3 |
Two Sigma Investments
New York
|
-$11.1M |
| 4 |
Goldman Sachs
New York
|
-$6.48M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$6.13M |
VIV Hedge Fund Activity: Q2 2026 in Review
227 institutional investors reported a position in Telefônica Brasil (VIV) for Q2 2026, worth a combined $822M — down 21% from $1.04B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new VIV positions and 33 closed out — a net gain of 4 holders — while 86 added to existing stakes and 75 trimmed.
The largest buyer was Brandes Investment Partners, adding an estimated $22.1M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $33.7M.
- 227 institutional investors held Telefônica Brasil (VIV) as of Q2 2026, unchanged from Q1 2026.
- Funds reported $822M of Telefônica Brasil stock for Q2 2026, down 21% quarter-over-quarter.
- 37 funds opened new Telefônica Brasil positions in Q2 2026 and 33 closed out, a net change of +4 holders.
- The largest Telefônica Brasil buyer in Q2 2026 was Brandes Investment Partners, an estimated $22.1M added.
- The largest Telefônica Brasil seller in Q2 2026 was Robeco Institutional Asset Management, an estimated $33.7M sold.
Based on aggregated 13F filings for Q2 2026.