We are live on ! Find out more
MUFG icon

Mitsubishi UFJ Financial

437 hedge funds and large institutions have $2.75B invested in Mitsubishi UFJ Financial in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 196 increasing their positions, 104 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 104

76% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 37

49% more call options, than puts

Call options by funds: $70K | Put options by funds: $47K

19% more capital invested

Capital invested by funds: $2.31B → $2.75B (+$437M)

5% more funds holding

Funds holding: 418437 (+19)

0.1% more ownership

Funds ownership: 1.84%1.94% (+0.1%)

Holders
437
Holders Change
+19
Holders Change %
+4.55%
% of All Funds
5.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
65
Increased
196
Reduced
104
Closed
37
Calls
$70K
Puts
$47K
Net Calls
+$23K
Net Calls Change
-$83K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$303K -$12.2K -1,085 -4%
1WA
227
180 Wealth Advisors
Washington
$302K -$8.85K -787 -3%
HJIM
228
Henry James International Management
New York
$295K +$119K +10,560 +72%
MOS
229
MGO One Seven
Ohio
$292K +$152K +13,529 +119%
AWM
230
Aprio Wealth Management
Georgia
$291K +$53.6K +4,764 +24%
OIA
231
OneDigital Investment Advisors
Kansas
$287K +$161K +14,331 +141%
KOCAA
232
Knights of Columbus Asset Advisors
Connecticut
$287K
PP
233
PDS Planning
Ohio
$285K
CH
234
Cromwell Holdings
Wyoming
$283K
CIS
235
Custom Index Systems
New York
$281K +$270K +24,003 New
SW
236
SVB Wealth
Massachusetts
$279K +$268K +23,827 New
BHPW
237
Beverly Hills Private Wealth
California
$279K -$3.52K -313 -1%
Lido Advisors
238
Lido Advisors
California
$277K +$1.95K +173 +0.7%
LFA
239
Legacy Financial Advisors
Kentucky
$276K +$40.4K +3,591 +18%
TFA
240
Transamerica Financial Advisors
Florida
$271K -$40.7K -3,617 -14%
FWM
241
FFT Wealth Management
Pennsylvania
$270K -$236 -21 -0.1%
IC
242
IEQ Capital
California
$266K +$36.5K +3,244 +17%
WI
243
WrapManager Inc
California
$262K +$360 +32 +0.1%
TPI
244
Trust Point Inc
Wisconsin
$261K +$4.22K +375 +2%
GT
245
Glenmede Trust
Pennsylvania
$253K -$240K -21,353 -50%
RCA
246
Resonant Capital Advisors
Wisconsin
$246K +$4.73K +421 +2%
Jones Financial Companies
247
Jones Financial Companies
Missouri
$245K +$92.9K +8,265 +65%
XC
248
XY Capital
Hong Kong
$245K +$235K +20,883 New
HR
249
Hardy Reed
Mississippi
$244K
Acadian Asset Management
250
Acadian Asset Management
Massachusetts
$240K +$231K +20,530 New

MUFG Hedge Fund Activity: Q4 2024 in Review

437 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2024, worth a combined $2.75B — up 19% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MUFG positions and 37 closed out — a net gain of 28 holders — while 196 added to existing stakes and 104 trimmed.

The largest buyer was Northern Trust, adding an estimated $37.6M. The largest seller was Aristotle Capital Management, cutting an estimated $13.8M.

  • 437 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2024, up from 418 in Q3 2024.
  • Funds reported $2.75B of Mitsubishi UFJ Financial stock for Q4 2024, up 19% quarter-over-quarter.
  • 65 funds opened new Mitsubishi UFJ Financial positions in Q4 2024 and 37 closed out, a net change of +28 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2024 was Northern Trust, an estimated $37.6M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2024 was Aristotle Capital Management, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2024.