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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
GSWM
326
Golden State Wealth Management
California
$111K +$106K +9,454 New
GM
327
GeoWealth Management
Illinois
$107K +$7.4K +658 +8%
CSP
328
Cary Street Partners
Virginia
$98.2K +$94.2K +8,377 New
CIBC Private Wealth Group
329
CIBC Private Wealth Group
Georgia
$95K
HCP
330
Hexagon Capital Partners
Arkansas
$83.3K +$765 +68 +1%
RIL
331
Rothschild Investment LLC
Illinois
$82.9K +$2.14K +190 +3%
AA
332
Addison Advisors
Vermont
$71.8K +$14.2K +1,263 +26%
VCM
333
Versant Capital Management
Arizona
$70.8K +$67.9K +6,040 New
HT
334
Headlands Technologies
Illinois
$66.7K -$614K -54,647 -91%
VWM
335
Venturi Wealth Management
Texas
$66.7K +$4.45K +396 +7%
SO
336
Sierra Ocean
California
$61.6K +$59.1K +5,254 New
WSFS
337
Wilmington Savings Fund Society
Delaware
$60K -$3.05K -271 -5%
SPIA
338
Steward Partners Investment Advisory
New York
$59.3K +$14.4K +1,279 +34%
Deutsche Bank
339
Deutsche Bank
Germany
$53.8K
GRP
340
Global Retirement Partners
California
$47.6K -$11.9K -1,055 -21%
PFBT
341
Parkside Financial Bank & Trust
Missouri
$46.3K
TPCW
342
TD Private Client Wealth
New York
$46.1K
JWA
343
JFS Wealth Advisors
Pennsylvania
$41.8K +$899 +80 +2%
IA
344
IFP Advisors
Florida
$33.6K -$26.8K -2,380 -45%
BWAM
345
Boyd Watterson Asset Management
Ohio
$32.5K
CAL
346
Capital Analysts LLC
Pennsylvania
$31K
RA
347
Rise Advisors
New York
$31K +$315 +28 +1%
WA
348
Whipplewood Advisors
Colorado
$29K +$27.8K +2,474 New
Simplex Trading
349
Simplex Trading
Illinois
$28K -$73.4K -6,529 -73%
FDCDDQ
350
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26K +$13.7K +1,220 +122%

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.