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Mitsubishi UFJ Financial

454 hedge funds and large institutions have $4.35B invested in Mitsubishi UFJ Financial in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 189 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 38

58% more capital invested

Capital invested by funds: $2.75B → $4.35B (+$1.6B)

45% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 130

4% more funds holding

Funds holding: 437454 (+17)

0.62% more ownership

Funds ownership: 1.94%2.56% (+0.62%)

63% less call options, than puts

Call options by funds: $2.03M | Put options by funds: $5.48M

Holders
454
Holders Change
+17
Holders Change %
+3.89%
% of All Funds
6.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
64
Increased
189
Reduced
130
Closed
38
Calls
$2.03M
Puts
$5.48M
Net Calls
-$3.45M
Net Calls Change
-$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
376
Laurel Wealth Advisors (North Carolina)
North Carolina
$22.7K
WF
377
Wayfinding Financial
Washington
$21K +$20.1K +1,564 New
IWM
378
Inlight Wealth Management
Georgia
$20.4K +$19.3K +1,500 New
NC
379
NewSquare Capital
Pennsylvania
$19.3K +$13.7K +1,062 +298%
CHC
380
City Holding Co
West Virginia
$18.1K +$17.1K +1,330 New
HWP
381
Highline Wealth Partners
California
$17.6K +$7.84K +609 +90%
OC
382
Oakworth Capital
Alabama
$17.1K
MG
383
Mather Group
Illinois
$16.5K
ADL
384
Asset Dedication LLC
California
$16.4K
AF
385
Advisornet Financial
Minnesota
$16.1K +$528 +41 +4%
Carson Wealth (CWM LLC)
386
Carson Wealth (CWM LLC)
Nebraska
$16K -$2.88K -224 -16%
MHR
387
Matthew Hamilton Rosenberg
$15.8K
BCWM
388
Bartlett & Co Wealth Management
Ohio
$15.8K +$14.9K +1,158 New
GBT
389
Grove Bank & Trust
Florida
$15.6K
PWA
390
Physician Wealth Advisors
Utah
$15.2K +$850 +66 +6%
FWM
391
FSA Wealth Management
Massachusetts
$15K +$1.29K +100 +10%
FFO
392
Fortitude Family Office
Arizona
$14.9K
MCM
393
MAI Capital Management
Ohio
$14.5K
SIC
394
Salem Investment Counselors
North Carolina
$14.4K +$3.5K +272 +35%
Macquarie Group
395
Macquarie Group
Australia
$13K +$348 +27 +3%
UB
396
UMB Bank
Missouri
$12K +$11.3K +878 New
CPG
397
Cornerstone Planning Group
New Jersey
$11.8K -$39 -3 -0.3%
CFD
398
Creative Financial Designs
Indiana
$11.1K +$10.5K +813 New
MA
399
Montag & Associates
Georgia
$10.4K -$3.1K -241 -24%
CWC
400
Carolinas Wealth Consulting
North Carolina
$10.2K +$580 +45 +6%

MUFG Hedge Fund Activity: Q1 2025 in Review

454 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2025, worth a combined $4.35B — up 58% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new MUFG positions and 38 closed out — a net gain of 26 holders — while 189 added to existing stakes and 130 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $881M. The largest seller was Aristotle Capital Management, cutting an estimated $33.1M.

  • 454 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2025, up from 437 in Q4 2024.
  • Funds reported $4.35B of Mitsubishi UFJ Financial stock for Q1 2025, up 58% quarter-over-quarter.
  • 64 funds opened new Mitsubishi UFJ Financial positions in Q1 2025 and 38 closed out, a net change of +26 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q1 2025 was Fisher Asset Management, an estimated $881M added.
  • The largest Mitsubishi UFJ Financial seller in Q1 2025 was Aristotle Capital Management, an estimated $33.1M sold.

Based on aggregated 13F filings for Q1 2025.