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Mitsubishi UFJ Financial

406 hedge funds and large institutions have $2.86B invested in Mitsubishi UFJ Financial in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 163 increasing their positions, 125 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

61% more call options, than puts

Call options by funds: $734K | Put options by funds: $456K

30% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 125

24% more capital invested

Capital invested by funds: $2.31B → $2.86B (+$551M)

6% more funds holding

Funds holding: 382406 (+24)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more ownership

Funds ownership: 1.83%1.83% (+0%)

Holders
406
Holders Change
+24
Holders Change %
+6.28%
% of All Funds
5.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
53
Increased
163
Reduced
125
Closed
23
Calls
$734K
Puts
$456K
Net Calls
+$278K
Net Calls Change
-$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
301
Kathmere Capital Management
Pennsylvania
$126K +$118K +11,630 New
AF
302
Allworth Financial
California
$124K +$5.41K +533 +5%
AWS
303
Atria Wealth Solutions
New York
$124K -$1.91K -188 -2%
SQA
304
Simon Quick Advisors
New Jersey
$122K +$115K +11,307 New
Axa
305
Axa
France
$121K -$13.9K -1,372 -11%
PSP
306
Principal Street Partners
Tennessee
$121K
BJL
307
Brighton Jones LLC
Washington
$121K +$113K +11,181 New
WPW
308
Waldron Private Wealth
Pennsylvania
$116K +$1.86K +183 +2%
AP
309
Adero Partners
California
$116K +$109K +10,724 New
WTC
310
WhitTier Trust Company
Nevada
$115K +$70K +6,899 +182%
VCWA
311
Vanguard Capital Wealth Advisors
Colorado
$113K -$36K -3,550 -25%
BBW
312
Blue Barn Wealth
Utah
$113K -$690 -68 -0.6%
KeyBank National Association
313
KeyBank National Association
Ohio
$112K +$105K +10,355 New
NW
314
NewEdge Wealth
Pennsylvania
$111K -$7.05K -695 -6%
CSPIA
315
Cary Street Partners Investment Advisory
Virginia
$111K +$104K +10,262 New
SFC
316
SYM Financial Corp
Indiana
$109K +$103K +10,112 New
AWAU
317
Alliance Wealth Advisors (Utah)
Utah
$109K +$102K +10,051 New
OR
318
Olympiad Research
Connecticut
$108K
PCM
319
Prelude Capital Management
New York
$108K
C
320
Certuity
Florida
$108K +$101K +10,004 New
FG
321
Foster Group
Iowa
$108K +$101K +10,002 New
OBWG
322
Onyx Bridge Wealth Group
New York
$108K
EBA
323
Eagle Bay Advisors
New York
$102K +$89.9K +8,867 +1,542%
CA
324
Clearstead Advisors
Ohio
$89.4K +$84K +8,281 New
ATPW
325
Ashton Thomas Private Wealth
Arizona
$85.7K +$80.5K +7,939 New

MUFG Hedge Fund Activity: Q2 2024 in Review

406 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2024, worth a combined $2.86B — up 24% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new MUFG positions and 23 closed out — a net gain of 30 holders — while 163 added to existing stakes and 125 trimmed.

The largest buyer was Bank of America, adding an estimated $14.1M. The largest seller was Goldman Sachs, cutting an estimated $11.1M.

  • 406 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2024, up from 382 in Q1 2024.
  • Funds reported $2.86B of Mitsubishi UFJ Financial stock for Q2 2024, up 24% quarter-over-quarter.
  • 53 funds opened new Mitsubishi UFJ Financial positions in Q2 2024 and 23 closed out, a net change of +30 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2024 was Bank of America, an estimated $14.1M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2024 was Goldman Sachs, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2024.