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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
DWT
151
Dorsey & Whitney Trust
South Dakota
$755K +$34.3K +3,052 +5%
BA
152
Ballast Advisors
Minnesota
$739K +$14.4K +1,279 +2%
BEI
153
Benjamin Edwards Inc
Missouri
$737K +$24.3K +2,159 +4%
Tudor Investment Corp
154
Tudor Investment Corp
Connecticut
$729K +$700K +62,218 New
BTI
155
Blue Trust Inc
Georgia
$719K -$724K -64,410 -51%
Kovitz Investment Group Partners
156
Kovitz Investment Group Partners
Illinois
$703K -$33.4K -2,969 -5%
AIC
157
Anthracite Investment Company
Texas
$703K – – –
SAM
158
Smartleaf Asset Management
Massachusetts
$672K +$345K +30,656 +115%
MC
159
Moors & Cabot
Massachusetts
$663K -$35.4K -3,150 -5%
Balyasny Asset Management
160
Balyasny Asset Management
Illinois
$632K -$116K -10,347 -16%
AAM
161
Advisors Asset Management
Colorado
$620K +$18.8K +1,675 +3%
MG
162
Marex Group
$615K -$86.3K -7,674 -13%
Franklin Resources
163
Franklin Resources
California
$608K +$29.9K +2,656 +5%
WFI
164
West Family Investments
California
$606K – – –
IWC
165
Integrated Wealth Concepts
Massachusetts
$583K +$15.8K +1,403 +3%
ACA
166
Atlas Capital Advisors
Wyoming
$577K -$147K -13,112 -21%
P
167
&Partners
Tennessee
$575K +$118K +10,512 +27%
SFA
168
Sequoia Financial Advisors
Ohio
$573K +$4.51K +401 +0.8%
PCS
169
Personal CFO Solutions
New Jersey
$570K +$14.5K +1,288 +3%
HPCM
170
Hunter Perkins Capital Management
Illinois
$558K -$562 -50 -0.1%
WA
171
Wealth Alliance
New York
$550K +$190K +16,933 +57%
William Blair & Company
172
William Blair & Company
Illinois
$549K -$17.2K -1,531 -3%
PA
173
Parallel Advisors
California
$545K +$28.3K +2,521 +6%
LI
174
Louisbourg Investments
New Brunswick, Canada
$531K – – –
JIC
175
Johnson Investment Counsel
Ohio
$528K – – –
5 6
7
8 9

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.