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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
IWA
301
Icon Wealth Advisors
Texas
$148K +$142K +12,599 New
AWAU
302
Alliance Wealth Advisors (Utah)
Utah
$144K +$17K +1,510 +14%
S
303
Sunpointe
Missouri
$143K
RA
304
Riversedge Advisors
Delaware
$141K +$136K +12,065 New
Axa
305
Axa
France
$141K +$34.8K +3,092 +35%
MNBTD
306
Moody National Bank Trust Division
Texas
$141K -$56 -5 -0%
HNB
307
Huntington National Bank
Ohio
$140K -$35.3K -3,138 -21%
BJL
308
Brighton Jones LLC
Washington
$140K +$2.05K +182 +2%
WPW
309
Waldron Private Wealth
Pennsylvania
$138K
SCTC
310
Sanibel Captiva Trust Company
Florida
$137K
PPWP
311
Premier Path Wealth Partners
New Jersey
$137K +$131K +11,675 New
ISWM
312
Independent Solutions Wealth Management
New York
$136K
PSP
313
Principal Street Partners
Tennessee
$131K
Walleye Trading
314
Walleye Trading
New York
$128K
SMA
315
Sage Mountain Advisors
Georgia
$126K -$25.7K -2,289 -18%
FG
316
Foster Group
Iowa
$125K +$7.37K +655 +7%
PS
317
Principal Securities
Iowa
$125K +$42.9K +3,816 +56%
BMCM
318
Burns Matteson Capital Management
New York
$125K -$1.5K -133 -1%
MHC
319
May Hill Capital
Massachusetts
$121K +$116K +10,297 New
MW
320
Marcum Wealth
Ohio
$119K +$114K +10,122 New
WAG
321
Wallace Advisory Group
California
$118K -$5.94K -528 -4%
EBA
322
Eagle Bay Advisors
New York
$118K +$9.65K +858 +9%
VC
323
Veracity Capital
Georgia
$118K +$113K +10,070 New
OBWG
324
Onyx Bridge Wealth Group
New York
$117K
WOC
325
West Oak Capital
California
$117K

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.