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Mitsubishi UFJ Financial
MUFG

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: 418 → 437 (+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

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$37.6M
2
ClearBridge Investments
ClearBridge Investments
New York
+$32.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$19.5M
4
AIM
Artemis Investment Management
United Kingdom
+$10.4M
5
UBS Group
UBS Group
Switzerland
+$6.91M

Top Sellers

1
Aristotle Capital Management
Aristotle Capital Management
California
-$13.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$11.1M
3
Bank of America
Bank of America
North Carolina
-$8.11M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$7.5M
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$6.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
VPIM
51
Vanguard Personalized Indexing Management
California
$4.59M +$531K +47,192 +14%
BCI
52
Brinker Capital Investments
Pennsylvania
$4.57M +$1.54M +137,224 +54%
OPS
53
Orion Portfolio Solutions
Nebraska
$4.57M +$1.54M +137,224 +54%
JP Morgan Chase
54
JP Morgan Chase
New York
$4.57M +$1.48M +131,305 +51%
Toronto Dominion Bank
55
Toronto Dominion Bank
Ontario, Canada
$4.52M +$4.34M +386,100 New
BCAM
56
Boston Common Asset Management
Massachusetts
$4.36M -$442K -39,326 -10%
EGA
57
Eagle Global Advisors
Texas
$4.26M +$18.4K +1,635 +0.5%
MWM
58
Moran Wealth Management
Florida
$4.25M -$83.6K -7,432 -2%
FFM
59
Forum Financial Management
Illinois
$4.19M +$215K +19,122 +6%
AAM
60
Augustine Asset Management
Florida
$4.1M -$97.7K -8,693 -2%
AI
61
Atria Investments
North Carolina
$3.97M +$366K +32,573 +11%
LPL Financial
62
LPL Financial
California
$3.91M +$1.3M +115,315 +53%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$3.89M +$483K +42,998 +15%
US Bancorp
64
US Bancorp
Minnesota
$3.87M +$707K +62,887 +23%
SA
65
Sanctuary Advisors
Indiana
$3.81M +$200K +17,818 +6%
CWP
66
Capital Wealth Planning
Florida
$3.74M +$469K +41,693 +15%
DWA
67
Dorsey Wright & Associates
California
$3.67M -$1.01M -90,201 -22%
Bessemer Group
68
Bessemer Group
New Jersey
$3.66M -$75.9K -6,747 -2%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$3.58M +$44.1K +3,918 +1%
SF
70
Synovus Financial
Georgia
$3.5M -$30.4K -2,708 -0.9%
BAMCO Inc
71
BAMCO Inc
New York
$3.47M – – –
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$3.43M -$666K -59,230 -17%
S
73
SignatureFD
Georgia
$3.11M +$137K +12,154 +5%
Ameriprise
74
Ameriprise
Minnesota
$3.08M +$256K +22,804 +10%
PHS
75
Pekin Hardy Strauss
Illinois
$3.05M -$61.8K -5,500 -2%
1 2
3
4 5

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.