We are live on ! Find out more
MUFG icon

Mitsubishi UFJ Financial

418 hedge funds and large institutions have $2.31B invested in Mitsubishi UFJ Financial in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 177 increasing their positions, 123 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

44% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 123

43% more call options, than puts

Call options by funds: $355K | Put options by funds: $249K

3% more funds holding

Funds holding: 406418 (+12)

0.01% more ownership

Funds ownership: 1.83%1.84% (+0.01%)

19% less capital invested

Capital invested by funds: $2.86B → $2.31B (-$546M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
418
Holders Change
+12
Holders Change %
+2.96%
% of All Funds
6%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
46
Increased
177
Reduced
123
Closed
30
Calls
$355K
Puts
$249K
Net Calls
+$106K
Net Calls Change
-$172K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
226
Coldstream Capital Management
Washington
$297K +$48.2K +4,570 +19%
WPC
227
Wedmont Private Capital
Pennsylvania
$291K +$24.4K +2,312 +9%
OL
228
Optas LLC
Texas
$290K +$2.51K +238 +0.8%
GI
229
GAMMA Investing
California
$288K +$40.8K +3,866 +16%
DA
230
Denali Advisors
California
$284K +$295K +27,909 New
DAS
231
Diversify Advisory Services
Utah
$281K -$99.6K -9,433 -26%
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
$274K +$19.2K +1,821 +7%
TFA
233
Transamerica Financial Advisors
Florida
$272K -$25.7K -2,439 -8%
1WA
234
180 Wealth Advisors
Washington
$270K -$7.74K -733 -3%
SAM
235
Smartleaf Asset Management
Massachusetts
$269K +$123K +11,639 +78%
KP
236
Keel Point
Alabama
$267K -$1.45K -137 -0.5%
LSAG
237
Lake Street Advisors Group
New Hampshire
$266K -$1.06K -100 -0.4%
PCIA
238
Prime Capital Investment Advisors
Kansas
$265K -$8.69K -823 -3%
BFG
239
Bleakley Financial Group
New Jersey
$261K +$28.5K +2,701 +12%
Osaic Holdings
240
Osaic Holdings
Arizona
$254K -$47.6K -4,513 -15%
NG
241
Norden Group
Utah
$253K +$92.5K +8,761 +54%
KOCAA
242
Knights of Columbus Asset Advisors
Connecticut
$249K -$46.4K -4,391 -15%
PP
243
PDS Planning
Ohio
$248K -$3.9K -369 -1%
BHPW
244
Beverly Hills Private Wealth
California
$246K -$68.8K -6,515 -21%
CH
245
Cromwell Holdings
Wyoming
$246K
Lido Advisors
246
Lido Advisors
California
$239K +$13.4K +1,270 +6%
FWM
247
FFT Wealth Management
Pennsylvania
$235K
WI
248
WrapManager Inc
California
$227K -$47.7K -4,518 -17%
NS
249
NBC Securities
Alabama
$224K -$4.95K -469 -2%
TPI
250
Trust Point Inc
Wisconsin
$223K +$9.37K +888 +4%

MUFG Hedge Fund Activity: Q3 2024 in Review

418 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2024, worth a combined $2.31B — down 19% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new MUFG positions and 30 closed out — a net gain of 16 holders — while 177 added to existing stakes and 123 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $11.3M. The largest seller was Groupama Asset Management, exiting entirely with an estimated $438M sold.

  • 418 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2024, up from 406 in Q2 2024.
  • Funds reported $2.31B of Mitsubishi UFJ Financial stock for Q3 2024, down 19% quarter-over-quarter.
  • 46 funds opened new Mitsubishi UFJ Financial positions in Q3 2024 and 30 closed out, a net change of +16 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2024 was Fisher Asset Management, an estimated $11.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2024 was Groupama Asset Management, an estimated $438M sold.

Based on aggregated 13F filings for Q3 2024.