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Mitsubishi UFJ Financial

454 hedge funds and large institutions have $4.35B invested in Mitsubishi UFJ Financial in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 189 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 38

58% more capital invested

Capital invested by funds: $2.75B → $4.35B (+$1.6B)

45% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 130

4% more funds holding

Funds holding: 437454 (+17)

0.62% more ownership

Funds ownership: 1.94%2.56% (+0.62%)

63% less call options, than puts

Call options by funds: $2.03M | Put options by funds: $5.48M

Holders
454
Holders Change
+17
Holders Change %
+3.89%
% of All Funds
6.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
64
Increased
189
Reduced
130
Closed
38
Calls
$2.03M
Puts
$5.48M
Net Calls
-$3.45M
Net Calls Change
-$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
101
Exencial Wealth Advisors
Oklahoma
$2.35M -$317K -24,589 -12%
CG
102
Caprock Group
Idaho
$2.26M +$377K +29,253 +21%
SA
103
Sanctuary Advisors
Indiana
$2.25M -$1.72M -133,356 -45%
MAM
104
Madison Asset Management
Wisconsin
$2.21M -$152K -11,766 -7%
FC
105
FORA Capital
Florida
$2.2M +$2.08M +161,354 New
HC
106
Henshaw Capital
Massachusetts
$2.18M +$809K +62,772 +65%
OAM
107
Oppenheimer Asset Management
New York
$1.97M +$248K +19,255 +15%
LMIM
108
Lockheed Martin Investment Management
Maryland
$1.96M -$83.6K -6,490 -4%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$1.94M +$179K +13,904 +11%
YCM
110
Yousif Capital Management
Michigan
$1.86M -$665K -51,665 -27%
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$1.78M +$197K +15,293 +13%
B
112
Bailard
California
$1.75M -$50.3K -3,906 -3%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$1.71M +$277K +21,489 +21%
AFG
114
Atomi Financial Group
New York
$1.65M +$244K +18,962 +19%
HJIM
115
Henry James International Management
New York
$1.64M +$1.23M +95,394 +378%
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$1.63M +$19.3K +1,497 +1%
Corient Private Wealth
117
Corient Private Wealth
Florida
$1.62M -$21K -1,633 -1%
DWM
118
Diversify Wealth Management
Utah
$1.6M +$169K +13,155 +12%
CWM
119
Calamos Wealth Management
Illinois
$1.58M +$83.5K +6,485 +6%
GT
120
Greenleaf Trust
Michigan
$1.56M -$501K -38,865 -25%
1CP
121
17 Capital Partners
Arizona
$1.52M
BCM
122
BTC Capital Management
Iowa
$1.52M +$30.3K +2,352 +2%
UCFA
123
United Capital Financial Advisors
Texas
$1.47M +$15.7K +1,222 +1%
Russell Investments Group
124
Russell Investments Group
United Kingdom
$1.46M +$430K +33,367 +45%
Pacer Advisors
125
Pacer Advisors
Pennsylvania
$1.45M +$9.34K +725 +0.7%

MUFG Hedge Fund Activity: Q1 2025 in Review

454 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2025, worth a combined $4.35B — up 58% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new MUFG positions and 38 closed out — a net gain of 26 holders — while 189 added to existing stakes and 130 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $881M. The largest seller was Aristotle Capital Management, cutting an estimated $33.1M.

  • 454 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2025, up from 437 in Q4 2024.
  • Funds reported $4.35B of Mitsubishi UFJ Financial stock for Q1 2025, up 58% quarter-over-quarter.
  • 64 funds opened new Mitsubishi UFJ Financial positions in Q1 2025 and 38 closed out, a net change of +26 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q1 2025 was Fisher Asset Management, an estimated $881M added.
  • The largest Mitsubishi UFJ Financial seller in Q1 2025 was Aristotle Capital Management, an estimated $33.1M sold.

Based on aggregated 13F filings for Q1 2025.