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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
State Street
201
State Street
Massachusetts
$399K -$17K -1,510 -4%
BA
202
Bridgewater Advisors
New York
$396K +$8.77K +780 +2%
CTC
203
Cetera Trust Company
Minnesota
$384K -$8.99K -800 -2%
New York State Common Retirement Fund
204
New York State Common Retirement Fund
New York
$382K -$327K -29,041 -47%
OL
205
Optas LLC
Texas
$382K +$45.6K +4,059 +14%
KAS
206
Kestra Advisory Services
Texas
$377K +$130K +11,600 +56%
Osaic Holdings
207
Osaic Holdings
Arizona
$372K +$76.3K +6,790 +27%
EWA
208
EverSource Wealth Advisors
Alabama
$372K +$271K +24,138 +318%
DAS
209
Diversify Advisory Services
Utah
$368K +$52.3K +4,653 +18%
CA
210
Claro Advisors
Massachusetts
$359K -$7.3K -649 -2%
LC
211
Lindbrook Capital
California
$358K +$8.39K +746 +3%
PWPS
212
Pinnacle Wealth Planning Services
Ohio
$357K -$161K -14,345 -32%
EA
213
Everpar Advisors
Oklahoma
$355K +$4.83K +430 +1%
BFG
214
Bleakley Financial Group
New Jersey
$350K +$47.6K +4,238 +17%
CGL
215
Clarius Group LLC
Washington
$344K
PA
216
Pinnacle Associates
New York
$339K +$97.9K +8,705 +43%
SA
217
Shilanski & Associates
Alaska
$337K -$25.4K -2,262 -7%
WPC
218
Wedmont Private Capital
Pennsylvania
$336K +$4.92K +438 +2%
DA
219
Denali Advisors
California
$333K +$5.89K +524 +2%
SI
220
Seeds Investor
New York
$333K -$27.3K -2,424 -8%
PCIA
221
Prime Capital Investment Advisors
Kansas
$323K +$17.3K +1,542 +6%
SWP
222
Sagespring Wealth Partners
Tennessee
$318K +$305K +27,170 New
KP
223
Keel Point
Alabama
$313K +$5.72K +509 +2%
FTUS
224
Flow Traders U.S.
New York
$313K +$300K +26,711 New
LSAG
225
Lake Street Advisors Group
New Hampshire
$305K -$1.69K -150 -0.6%

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.