Itau Unibanco Holding SA (ITUB) — Hedge Fund Ownership Q4 2025
ITUB
- Itau Unibanco Holding SA (ITUB) is held by 5 of 82 tracked hedge funds, with Oaktree Capital Management (2%) and Viking Global Investors (1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in ITUB holdings came from Oaktree Capital Management (+9%) and Dodge & Cox (+3%), highlighting conviction.
- The biggest decreases in ITUB holdings came from Pzena Investment Management (-45%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to Itau Unibanco Holding SA (ITUB) by +5% vs the prior quarter and +19% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Oaktree Capital Management Howard Marks
|
1.60% | 13.8M | +9.13% | — | $99.0M | $7.16 | — |
| 2 |
Viking Global Investors Andreas Halvorsen
|
0.54% | 28.4M | NEW | — | $203.3M | $7.16 | — |
| 3 |
Dodge & Cox
|
0.07% | 19.1M | +2.67% | +15.04% | $136.9M | $7.16 | — |
| 4 |
First Eagle Investment Management
|
0.04% | 2.8M | +12.15% | +76.57% | $20.0M | $7.16 | — |
| 5 |
Pzena Investment Management Richard Pzena
|
0.00% | 225K | -44.94% | -39.43% | $1.6M | $7.16 | — |
| 5 | Total | — | 64.4M | +5.19% | +19.19% | $460.8M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.