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Mitsubishi UFJ Financial

537 hedge funds and large institutions have $5.74B invested in Mitsubishi UFJ Financial in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 255 increasing their positions, 140 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 140

35% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 52

9% more capital invested

Capital invested by funds: $5.27B → $5.74B (+$477M)

1% more funds holding

Funds holding: 530537 (+7)

0.06% more ownership

Funds ownership: 2.8%2.85% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

92% less call options, than puts

Call options by funds: $2.82M | Put options by funds: $36.2M

Holders
537
Holders Change
+7
Holders Change %
+1.32%
% of All Funds
6.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
70
Increased
255
Reduced
140
Closed
52
Calls
$2.82M
Puts
$36.2M
Net Calls
-$33.4M
Net Calls Change
-$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$33.1M +$5.55M +311,968 +19%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$32.9M -$586K -32,933 -2%
CWP
28
Capital Wealth Planning
Florida
$28.8M +$10.7M +599,994 +55%
AQR Capital Management
29
AQR Capital Management
Connecticut
$26.3M +$6.73M +377,976 +32%
Raymond James Financial
30
Raymond James Financial
Florida
$24.3M +$2.25M +126,496 +10%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$23.1M +$1.43M +80,484 +6%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$23M +$23.1M +1,296,529 +1,156%
Creative Planning
33
Creative Planning
Kansas
$22.3M +$2.62M +147,394 +13%
National Bank of Canada
34
National Bank of Canada
Quebec, Canada
$21.7M +$2.94M +165,184 +15%
UBS AM
35
UBS AM
Illinois
$20.7M +$20.6M +1,157,071 +1,913%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$20M +$2.14M +120,012 +11%
OSAM
37
O'Shaughnessy Asset Management
Connecticut
$18.6M +$1.73M +96,961 +10%
TIM
38
Thornburg Investment Management
New Mexico
$18.3M +$883K +49,589 +5%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$17.1M +$15.8M +889,939 +765%
1832 Asset Management
40
1832 Asset Management
Ontario, Canada
$16.4M +$10.9K +611 +0.1%
TWC
41
TD Waterhouse Canada
Ontario, Canada
$15.8M +$10.2M +570,736 +176%
LPL Financial
42
LPL Financial
California
$15.7M +$3.37M +189,152 +26%
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.5M +$992K +55,736 +7%
CGH
44
Crossmark Global Holdings
Texas
$14.5M +$1.06M +59,473 +7%
Stifel Financial
45
Stifel Financial
Missouri
$14.2M -$16.9M -947,095 -53%
Invesco
46
Invesco
Georgia
$14.2M -$4.54M -255,351 -23%
SCM
47
SCS Capital Management
Massachusetts
$14M -$5.08M -285,426 -26%
Cerity Partners
48
Cerity Partners
New York
$13.4M +$685K +38,460 +5%
QCM
49
QRG Capital Management
Illinois
$10.8M +$818K +45,967 +8%
Pathstone Holdings
50
Pathstone Holdings
New Jersey
$9.81M +$19.5K +1,098 +0.2%

MUFG Hedge Fund Activity: Q1 2026 in Review

537 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2026, worth a combined $5.74B — up 9.1% from $5.27B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MUFG positions and 52 closed out — a net gain of 18 holders — while 255 added to existing stakes and 140 trimmed.

The largest buyer was Aviso Financial, opening a new position worth an estimated $61.3M. The largest seller was Aristotle Capital Management, cutting an estimated $43.1M.

  • 537 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2026, up from 530 in Q4 2025.
  • Funds reported $5.74B of Mitsubishi UFJ Financial stock for Q1 2026, up 9.1% quarter-over-quarter.
  • 70 funds opened new Mitsubishi UFJ Financial positions in Q1 2026 and 52 closed out, a net change of +18 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q1 2026 was Aviso Financial, an estimated $61.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q1 2026 was Aristotle Capital Management, an estimated $43.1M sold.

Based on aggregated 13F filings for Q1 2026.