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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
RWA
351
Redmont Wealth Advisors
Illinois
$22.1K
POIA
352
Pin Oak Investment Advisors
Texas
$18K
LWANC
353
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K +$17.6K +1,666 New
GBT
354
Grove Bank & Trust
Florida
$15.9K +$16.5K +1,561 New
ATS
355
Ashton Thomas Securities
New York
$14.8K +$15.4K +1,455 New
FCA
356
FinTrust Capital Advisors
South Carolina
$14.1K -$7.37K -698 -33%
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$14K -$591 -56 -4%
KFI
358
Key Financial Inc
Pennsylvania
$13.2K
OC
359
Oakworth Capital
Alabama
$12.8K +$13.2K +1,253 New
RWM
360
Reston Wealth Management
Virginia
$12.5K +$12.9K +1,224 New
MG
361
Mather Group
Illinois
$12.3K +$7.05K +668 +124%
ADL
362
Asset Dedication LLC
California
$12.3K +$12.7K +1,205 New
MHR
363
Matthew Hamilton Rosenberg
$11.8K +$5.85K +554 +92%
FFO
364
Fortitude Family Office
Arizona
$11.1K
Macquarie Group
365
Macquarie Group
Australia
$11K -$7.12K -674 -38%
AWM
366
Avior Wealth Management
Nebraska
$10.4K -$517 -49 -5%
MA
367
Montag & Associates
Georgia
$10.2K
FDCDDQ
368
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.2K
FWM
369
FSA Wealth Management
Massachusetts
$10.2K +$10.6K +1,000 New
PPC
370
Park Place Capital
Alabama
$8.49K -$4.58K -434 -34%
BSB
371
Bangor Savings Bank
Maine
$8.27K +$8.57K +812 New
SIC
372
Salem Investment Counselors
North Carolina
$8.01K
CAS
373
Coppell Advisory Solutions
Texas
$7.59K
TWC
374
TD Waterhouse Canada
Ontario, Canada
$7.32K
DF
375
Dunhill Financial
United Kingdom
$7.3K

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.