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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
Capstone Investment Advisors
426
Capstone Investment Advisors
New York
-$408K -37,798 Closed
WS
427
Wedbush Securities
California
-$313K -28,948 Closed
Focus Partners Wealth
428
Focus Partners Wealth
Massachusetts
-$312K -28,854 Closed
SW
429
SVB Wealth
Massachusetts
-$298K -27,566 Closed
BPA
430
Beacon Pointe Advisors
California
-$260K -24,094 Closed
SW
431
Simplicity Wealth
New Jersey
-$247K -22,887 Closed
SFS
432
Sowell Financial Services
Arkansas
-$203K -18,535 Closed
AIA
433
Alera Investment Advisors
Illinois
-$172K -15,925 Closed
PF
434
Phoenix Financial
Israel
-$146K -13,863 Closed
OWMIAS
435
One Wealth Management Investment & Advisory Services
Florida
-$144K -13,351 Closed
PPWP
436
Premier Path Wealth Partners
New Jersey
-$126K -11,697 Closed
VCWA
437
Vanguard Capital Wealth Advisors
Colorado
-$113K -10,450 Closed
CSPIA
438
Cary Street Partners Investment Advisory
Virginia
-$111K -10,262 Closed
ATPW
439
Ashton Thomas Private Wealth
Arizona
-$85.7K -7,939 Closed
TFF
440
The Family Firm
Maryland
-$53K -4,907 Closed
RFG
441
RFP Financial Group
Georgia
-$24K -2,226 Closed
HDIM
442
Hanson & Doremus Investment Management
Vermont
-$10K -924 Closed
FCG
443
Financial Connections Group
California
-$5K -503 Closed
OP
444
ORG Partners
Indiana
-$5.27K -484 Closed
FFC
445
First Financial Corp
Indiana
-$4.21K -390 Closed
JFGIW
446
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$4.08K -378 Closed
TIM
447
Tortoise Investment Management
New York
-$2.4K -222 Closed
LIA
448
Lynx Investment Advisory
District of Columbia
-$1.47K -136 Closed

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.