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Mitsubishi UFJ Financial
MUFG

Overview Fund Activity

435 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, 102 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+19
Holders Change %
+4.57%
% of All Funds
5.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
65
Increased
196
Reduced
102
Closed
37
Calls
$70K
Puts
$47K
Net Calls
+$23K
Net Calls Change
-$83K

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$123M
2
ClearBridge Investments
ClearBridge Investments
New York
$44.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$70.6M
4
AIM
Artemis Investment Management
United Kingdom
$10.9M
5
UBS Group
UBS Group
Switzerland
$14.5M

Top Sellers

1
Aristotle Capital Management
Aristotle Capital Management
California
$740M
2
Citadel Advisors
Citadel Advisors
Florida
$1.13M
3
Bank of America
Bank of America
North Carolina
$231M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$0
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
351
Key Financial Inc
Pennsylvania
$21.5K +$6.24K +532 +41%
CSPIA
352
Cary Street Partners Investment Advisory
Virginia
$21.3K +$21.3K +1,820 New
Group One Trading
353
Group One Trading
Illinois
$20.9K +$20.9K +1,783 New
HI
354
Horizon Investments
North Carolina
$19.8K +$19.8K +1,691 New
LWANC
355
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.5K – – –
POIA
356
Pin Oak Investment Advisors
Texas
$19K – – –
BIG
357
Brooklyn Investment Group
New York
$18.6K +$18.6K +1,583 New
FMP
358
Financial Management Professionals
Texas
$17.6K -$15K -1,276 -46%
DF
359
Dunhill Financial
United Kingdom
$16.8K +$8.4K +717 +100%
GWM
360
Geneos Wealth Management
Colorado
$16.3K +$16.3K +1,387 New
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$16K +$744 +65 +5%
OC
362
Oakworth Capital
Alabama
$14.7K – – –
MG
363
Mather Group
Illinois
$14.1K – – –
ADL
364
Asset Dedication LLC
California
$14.1K – – –
HI
365
Human Investing
Oregon
$14.1K +$14.1K +1,200 New
MHR
366
Matthew Hamilton Rosenberg
$13.6K – – –
GBT
367
Grove Bank & Trust
Florida
$13.4K -$4.86K -415 -27%
AF
368
Advisornet Financial
Minnesota
$13.3K -$36.9K -3,151 -73%
FFO
369
Fortitude Family Office
Arizona
$12.8K – – –
MCM
370
MAI Capital Management
Ohio
$12.4K +$12.4K +1,061 New
PWA
371
Physician Wealth Advisors
Utah
$12.3K +$12.3K +1,046 New
CPG
372
Cornerstone Planning Group
New Jersey
$12.2K +$3.85K +309 +46%
AWM
373
Avior Wealth Management
Nebraska
$11.9K – – –
MA
374
Montag & Associates
Georgia
$11.8K – – –
FWM
375
FSA Wealth Management
Massachusetts
$11.7K – – –
13 14
15
16 17