We are live on ! Find out more
MUFG icon

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
AssetMark Inc
176
AssetMark Inc
California
$526K -$12.9K -1,144 -2%
EGM
177
Engineers Gate Manager
New York
$522K -$220K -19,533 -30%
FOA
178
Five Oceans Advisors
California
$522K +$32.3K +2,877 +7%
SP
179
Successful Portfolios
Florida
$521K +$67 +6 +0%
FCI
180
Financial Counselors Inc
Kansas
$519K +$1.11K +99 +0.2%
AW
181
Apricus Wealth
South Carolina
$518K -$2.81K -250 -0.6%
RCM
182
RNC Capital Management
California
$499K -$21.4K -1,900 -4%
PWG
183
Portside Wealth Group
Utah
$493K +$134K +11,946 +40%
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$493K -$512K -45,517 -52%
LTAS
185
Linden Thomas Advisory Services
North Carolina
$480K +$95.3K +8,476 +26%
SRC
186
Sage Rhino Capital
California
$469K -$10.4K -927 -2%
PA
187
Procyon Advisors
Connecticut
$462K +$70.2K +6,244 +19%
DIG
188
Dauntless Investment Group
New Hampshire
$459K +$440K +39,138 New
TW
189
Traveka Wealth
California
$448K +$315 +28 +0.1%
SOS
190
Silver Oak Securities
Tennessee
$438K -$116K -10,344 -22%
VFA
191
Valeo Financial Advisors
Indiana
$436K
CCM
192
Coldstream Capital Management
Washington
$436K +$89.6K +7,973 +27%
GI
193
GAMMA Investing
California
$425K +$89.8K +7,989 +28%
NG
194
Norden Group
Utah
$424K +$127K +11,314 +46%
AIA
195
Angeles Investment Advisors
California
$423K
MGWM
196
Marks Group Wealth Management
Minnesota
$422K +$405K +36,034 New
MWM
197
Mission Wealth Management
California
$420K +$62.3K +5,545 +18%
TAIM
198
Te Ahumairangi Investment Management
New Zealand
$416K -$439K -39,063 -52%
WTC
199
WhitTier Trust Company
Nevada
$407K +$213K +18,954 +120%
GCM
200
Gallacher Capital Management
Colorado
$402K +$1.43K +127 +0.4%

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.