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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
WCM
251
Windward Capital Management
California
$223K -$2.86K -271 -1%
RJFSA
252
Raymond James Financial Services Advisors
Florida
$221K -$56.4K -5,338 -20%
HR
253
Hardy Reed
Mississippi
$212K -$2.47K -234 -1%
KAS
254
Kestra Advisory Services
Texas
$209K -$163K -15,447 -43%
RCA
255
Resonant Capital Advisors
Wisconsin
$209K
AHL
256
Abel Hall LLC
Louisiana
$208K +$10K +949 +5%
ACP
257
Aveo Capital Partners
Colorado
$205K
AWM
258
Aprio Wealth Management
Georgia
$204K +$4.25K +403 +2%
LFA
259
Legacy Financial Advisors
Kentucky
$204K +$14.4K +1,368 +7%
AWM
260
Apollon Wealth Management
South Carolina
$203K +$3.49K +331 +2%
VI
261
VanderPol Investments
Michigan
$202K +$6.54K +620 +3%
IC
262
IEQ Capital
California
$198K +$22.8K +2,157 +12%
ONB
263
Old National Bancorp
Indiana
$192K -$27.2K -2,578 -12%
BCM
264
Barometer Capital Management
Ontario, Canada
$191K
CAM
265
Cozad Asset Management
Illinois
$190K -$76.3K -7,228 -28%
HAG
266
HighPoint Advisor Group
Illinois
$188K +$9.99K +946 +6%
FAFN
267
First Affirmative Financial Network
Colorado
$187K -$11.3K -1,075 -6%
CCG
268
Catalina Capital Group
California
$186K +$3.03K +287 +2%
MWM
269
Modera Wealth Management
New Jersey
$184K +$191K +18,102 New
LI
270
LRI Investments
Florida
$183K
VCP
271
Verus Capital Partners
Arizona
$178K -$39.1K -3,700 -17%
FCP
272
Fidelis Capital Partners
Florida
$177K -$507 -48 -0.3%
PA
273
Pinnacle Associates
New York
$174K -$91.9K -8,705 -30%
HH
274
Hilltop Holdings
Texas
$173K +$53.4K +5,059 +42%
CB
275
Commerce Bank
Missouri
$169K -$48.2K -4,562 -22%

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.