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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
MCM
276
Manchester Capital Management
Vermont
$193K
FLPIM
277
F.L. Putnam Investment Management
Massachusetts
$191K +$3.04K +270 +2%
CCA
278
Cottonwood Capital Advisors
Utah
$189K +$25.1K +2,233 +16%
AF
279
Allworth Financial
California
$189K -$6.34K -564 -3%
AP
280
Adero Partners
California
$188K +$43.5K +3,873 +32%
KCM
281
Kathmere Capital Management
Pennsylvania
$187K +$26K +2,316 +17%
CAM
282
Cresset Asset Management
Illinois
$186K -$1.85M -164,839 -91%
X
283
Xponance
Pennsylvania
$185K +$8.83K +785 +5%
EC
284
EntryPoint Capital
New York
$183K +$11.3K +1,002 +7%
SC
285
Sapient Capital
Indiana
$179K +$5.32K +473 +3%
SQA
286
Simon Quick Advisors
New Jersey
$178K +$22.7K +2,016 +15%
LI
287
LRI Investments
Florida
$178K
SCA
288
Snowden Capital Advisors
New York
$177K +$22.4K +1,990 +15%
C
289
Certuity
Florida
$175K +$54.8K +4,875 +48%
OWCM
290
One Wealth Capital Management
Arizona
$174K +$167K +14,868 New
SMA
291
Seven Mile Advisory
New Jersey
$173K +$4.79K +426 +3%
Focus Partners Wealth
292
Focus Partners Wealth
Massachusetts
$163K +$156K +13,901 New
AWS
293
Atria Wealth Solutions
New York
$163K +$32.8K +2,915 +27%
Cambridge Investment Research Advisors
294
Cambridge Investment Research Advisors
Iowa
$160K -$528 -47 -0.3%
WCFA
295
Walkner Condon Financial Advisors
Wisconsin
$160K +$3.24K +288 +2%
HSA
296
HBK Sorce Advisory
Pennsylvania
$155K +$149K +13,245 New
CP
297
Canopy Partners
Ohio
$154K +$810 +72 +0.6%
KWM
298
Kingsview Wealth Management
Oregon
$153K +$147K +13,045 New
WA
299
Waverly Advisors
Alabama
$152K +$145K +12,932 New
FA
300
Fountainhead AM
New Jersey
$150K

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.