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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
PTC
351
Private Trust Company
Ohio
$21.9K +$21K +1,869 New
LDB
352
Lee, Danner & Bass
Tennessee
$21.7K +$20.8K +1,854 New
KFI
353
Key Financial Inc
Pennsylvania
$21.5K +$5.98K +532 +41%
CSPIA
354
Cary Street Partners Investment Advisory
Virginia
$21.3K +$20.5K +1,820 New
Group One Trading
355
Group One Trading
Illinois
$20.9K +$20K +1,783 New
HI
356
Horizon Investments
North Carolina
$19.8K +$19K +1,691 New
LWANC
357
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.5K
POIA
358
Pin Oak Investment Advisors
Texas
$19K
BIG
359
Brooklyn Investment Group
New York
$18.6K +$17.8K +1,583 New
FMP
360
Financial Management Professionals
Texas
$17.6K -$14.3K -1,276 -46%
DF
361
Dunhill Financial
United Kingdom
$16.8K +$8.06K +717 +100%
GWM
362
Geneos Wealth Management
Colorado
$16.3K +$15.6K +1,387 New
Carson Wealth (CWM LLC)
363
Carson Wealth (CWM LLC)
Nebraska
$16K +$731 +65 +5%
OC
364
Oakworth Capital
Alabama
$14.7K
MG
365
Mather Group
Illinois
$14.1K
ADL
366
Asset Dedication LLC
California
$14.1K
HI
367
Human Investing
Oregon
$14.1K +$13.5K +1,200 New
MHR
368
Matthew Hamilton Rosenberg
$13.6K
GBT
369
Grove Bank & Trust
Florida
$13.4K -$4.67K -415 -27%
AF
370
Advisornet Financial
Minnesota
$13.3K -$35.4K -3,151 -73%
FFO
371
Fortitude Family Office
Arizona
$12.8K
MCM
372
MAI Capital Management
Ohio
$12.4K +$11.9K +1,061 New
PWA
373
Physician Wealth Advisors
Utah
$12.3K +$11.8K +1,046 New
CPG
374
Cornerstone Planning Group
New Jersey
$12.2K +$3.47K +309 +46%
AWM
375
Avior Wealth Management
Nebraska
$11.9K

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.