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Mitsubishi UFJ Financial
MUFG

Overview Fund Activity

435 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, 102 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+19
Holders Change %
+4.57%
% of All Funds
5.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
65
Increased
196
Reduced
102
Closed
37
Calls
$70K
Puts
$47K
Net Calls
+$23K
Net Calls Change
-$83K

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$123M
2
ClearBridge Investments
ClearBridge Investments
New York
$44.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$70.6M
4
AIM
Artemis Investment Management
United Kingdom
$10.9M
5
UBS Group
UBS Group
Switzerland
$14.5M

Top Sellers

1
Aristotle Capital Management
Aristotle Capital Management
California
$740M
2
Citadel Advisors
Citadel Advisors
Florida
$1.13M
3
Bank of America
Bank of America
North Carolina
$231M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$0
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HJIM
226
Henry James International Management
New York
$295K +$124K +10,560 +72%
MOS
227
MGO One Seven
Ohio
$292K +$159K +13,529 +119%
AWM
228
Aprio Wealth Management
Georgia
$291K +$55.8K +4,764 +24%
OIA
229
OneDigital Investment Advisors
Kansas
$287K +$168K +14,331 +141%
KOCAA
230
Knights of Columbus Asset Advisors
Connecticut
$287K – – –
PP
231
PDS Planning
Ohio
$285K – – –
CH
232
Cromwell Holdings
Wyoming
$283K – – –
CIS
233
Custom Index Systems
New York
$281K +$281K +24,003 New
SW
234
SVB Wealth
Massachusetts
$279K +$279K +23,827 New
BHPW
235
Beverly Hills Private Wealth
California
$279K -$3.67K -313 -1%
Lido Advisors
236
Lido Advisors
California
$277K +$2.03K +173 +0.7%
LFA
237
Legacy Financial Advisors
Kentucky
$276K +$42.1K +3,591 +18%
TFA
238
Transamerica Financial Advisors
Florida
$271K -$42.5K -3,617 -14%
FWM
239
FFT Wealth Management
Pennsylvania
$270K -$246 -21 -0.1%
IC
240
IEQ Capital
California
$266K +$38K +3,244 +17%
WI
241
WrapManager Inc
California
$262K +$375 +32 +0.1%
TPI
242
Trust Point Inc
Wisconsin
$261K +$4.4K +375 +2%
GT
243
Glenmede Trust
Pennsylvania
$253K -$250K -21,353 -50%
RCA
244
Resonant Capital Advisors
Wisconsin
$246K +$4.93K +421 +2%
Jones Financial Companies
245
Jones Financial Companies
Missouri
$245K +$96.9K +8,265 +65%
XC
246
XY Capital
Hong Kong
$245K +$245K +20,883 New
HR
247
Hardy Reed
Mississippi
$244K – – –
Acadian Asset Management
248
Acadian Asset Management
Massachusetts
$240K +$240K +20,530 New
AHL
249
Abel Hall LLC
Louisiana
$238K -$633 -54 -0.3%
Barclays
250
Barclays
United Kingdom
$237K -$631K -53,710 -73%
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