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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
DRP
426
Decker Retirement Planning
Utah
$1.7K +$1.63K +145 New
TCM
427
TD Capital Management
Tennessee
$1.59K +$1.53K +136 New
Kayne Anderson Rudnick Investment Management
428
Kayne Anderson Rudnick Investment Management
California
$1.43K
AFG
429
Albion Financial Group
Utah
$1.31K +$1.26K +112 New
BHWM
430
Beaird Harris Wealth Management
Texas
$1.28K
AW
431
Avion Wealth
Texas
$1K
CA
432
Clearstead Advisors
Ohio
$868 -$92.3K -8,207 -99%
FGC
433
Financial Gravity Companies
Texas
$551
HNW
434
High Note Wealth
Minnesota
$527 +$506 +45 New
NS
435
NBC Securities
Alabama
$261 -$247K -21,983 -100%
S
436
Sachetta
Massachusetts
$55 +$56 +5 New
RFG
437
REAP Financial Group
Texas
$6 +$11 +1 New
T. Rowe Price Associates
438
T. Rowe Price Associates
Maryland
-$7.5M -736,976 Closed
PFMOSF
439
Philadelphia Financial Management of San Francisco
California
-$6.84M -672,075 Closed
FTDI
440
First Trust Direct Indexing
Massachusetts
-$4.18M -410,916 Closed
SC
441
Samlyn Capital
New York
-$2.74M -269,582 Closed
RCMU
442
Rokos Capital Management (UK)
United Kingdom
-$1.63M -159,784 Closed
FGI
443
Foresight Global Investors
New York
-$1.41M -138,749 Closed
SSA
444
Schonfeld Strategic Advisors
New York
-$1.34M -131,700 Closed
Squarepoint
445
Squarepoint
New York
-$1.07M -104,948 Closed
QT
446
Quantbot Technologies
New York
-$936K -91,973 Closed
D.E. Shaw & Co
447
D.E. Shaw & Co
New York
-$932K -91,562 Closed
TCWM
448
Total Clarity Wealth Management
Illinois
-$824K -80,950 Closed
HF
449
HRT Financial
New York
-$606K -59,562 Closed
Walleye Capital
450
Walleye Capital
New York
-$592K -58,152 Closed

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.