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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
WA
401
WPG Advisers
Maryland
$4.95K +$4.75K +422 New
DF
402
DecisionPoint Financial
Arizona
$4.36K
CA
403
Continuum Advisory
Idaho
$4.33K
NC
404
NewSquare Capital
Pennsylvania
$4.17K +$4K +356 New
SS
405
Sunbelt Securities
Texas
$4.03K
CYG
406
Clean Yield Group
Vermont
$3.97K
PWA
407
Provenance Wealth Advisors
Florida
$3.83K
SIS
408
Sound Income Strategies
Florida
$3.56K
ZB
409
Zions Bancorporation
Utah
$3.55K -$1.26K -112 -27%
CTC
410
Central Trust Company
Missouri
$3.48K +$1.71K +152 +105%
VHAM
411
Van Hulzen Asset Management
California
$3.48K +$3.34K +297 New
SWM
412
Spire Wealth Management
Virginia
$3.46K +$3.32K +295 New
KIM
413
Kestra Investment Management
Texas
$3.31K +$3.17K +282 New
SSB
414
Sandy Spring Bank
Maryland
$3.08K +$2.96K +263 New
CFB
415
Cullen/Frost Bankers
Texas
$2.83K +$34 +3 +1%
BBHC
416
Brown Brothers Harriman & Co
New York
$2.64K +$2.53K +225 New
BNP Paribas Financial Markets
417
BNP Paribas Financial Markets
France
$2.46K -$5.79M -514,536 -100%
CF
418
Conquis Financial
California
$2.43K +$2.33K +207 New
GFL
419
Granite FO LLC
New Hampshire
$2.18K
AT
420
Arlington Trust
Alabama
$2.17K
RWS
421
Retirement Wealth Solutions
Wisconsin
$2.02K +$1.92K +171 New
WWP
422
WR Wealth Planners
Missouri
$1.98K
DIP
423
DT Investment Partners
Pennsylvania
$1.85K +$1.78K +158 New
MFG
424
Mendota Financial Group
Wisconsin
$1.72K -$472 -42 -22%
CFO
425
CVA Family Office
Colorado
$1.72K

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.