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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
CPG
376
Cornerstone Planning Group
New Jersey
$7.05K +$1.86K +176 +36%
CWC
377
Carolinas Wealth Consulting
North Carolina
$6.7K
GJIA
378
Glass Jacobson Investment Advisors
Maryland
$6.62K
BGAI
379
Bruce G. Allen Investments
Colorado
$6.22K
HWP
380
Highline Wealth Partners
California
$6.05K +$1.09K +103 +21%
WIM
381
Westside Investment Management
California
$5.61K
PB
382
Pinnacle Bancorp
Nebraska
$5.5K
CB
383
CNB Bank
Pennsylvania
$5.45K
OWP
384
ORG Wealth Partners
Texas
$4.93K +$5.11K +484 New
BIA
385
Bell Investment Advisors
California
$4.79K
GFPC
386
Global Financial Private Client
Florida
$4.79K +$4.96K +470 New
HWM
387
HighMark Wealth Management
Minnesota
$4.65K +$1.77K +168 +58%
HI
388
Harbour Investments
Wisconsin
$4.62K +$137 +13 +3%
SWM
389
Sugarloaf Wealth Management
Georgia
$4.56K
CA
390
Continuum Advisory
Idaho
$4.45K +$517 +49 +15%
ZB
391
Zions Bancorporation
Utah
$4.22K
HBW
392
Hazlett, Burt & Watson
West Virginia
$4K +$32 +3 +0.8%
MCM
393
MV Capital Management
Maryland
$3.91K +$4.05K +384 New
DF
394
DecisionPoint Financial
Arizona
$3.79K
FFA
395
Frazier Financial Advisors
Ohio
$3.51K -$2.6K -246 -42%
FDCP
396
Foster Dykema Cabot & Partners
Massachusetts
$3.51K +$3.64K +345 New
SS
397
Sunbelt Securities
Texas
$3.49K
CYG
398
Clean Yield Group
Vermont
$3.45K +$3.58K +339 New
PWA
399
Provenance Wealth Advisors
Florida
$3.33K
SIS
400
Sound Income Strategies
Florida
$3.1K

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.