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Mitsubishi UFJ Financial

537 hedge funds and large institutions have $5.74B invested in Mitsubishi UFJ Financial in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 255 increasing their positions, 140 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 140

35% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 52

9% more capital invested

Capital invested by funds: $5.27B → $5.74B (+$477M)

1% more funds holding

Funds holding: 530537 (+7)

0.06% more ownership

Funds ownership: 2.8%2.85% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

92% less call options, than puts

Call options by funds: $2.82M | Put options by funds: $36.2M

Holders
537
Holders Change
+7
Holders Change %
+1.32%
% of All Funds
6.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
70
Increased
255
Reduced
140
Closed
52
Calls
$2.82M
Puts
$36.2M
Net Calls
-$33.4M
Net Calls Change
-$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LTAS
201
Linden Thomas Advisory Services
North Carolina
$863K +$40.6K +2,280 +5%
CA
202
Clearstead Advisors
Ohio
$863K +$905K +50,826 New
SWP
203
Sagespring Wealth Partners
Tennessee
$851K +$55.8K +3,135 +7%
PFS
204
Prospera Financial Services
Texas
$850K +$20.5K +1,151 +2%
BMCM
205
Burns Matteson Capital Management
New York
$831K +$401K +22,537 +85%
HC
206
Henshaw Capital
Massachusetts
$824K
RCAG
207
Rehmann Capital Advisory Group
Michigan
$823K -$131K -7,351 -13%
TPI
208
Trust Point Inc
Wisconsin
$821K +$95.9K +5,389 +13%
EWA
209
EverSource Wealth Advisors
Alabama
$807K +$229K +12,888 +37%
GS
210
GTS Securities
New York
$803K +$842K +47,298 New
GT
211
Glenmede Trust
Pennsylvania
$786K +$1.9K +107 +0.2%
DWT
212
Dorsey & Whitney Trust
South Dakota
$777K +$9.88K +555 +1%
KCM
213
Kathmere Capital Management
Pennsylvania
$770K +$139K +7,819 +21%
PS
214
Principal Securities
Iowa
$750K +$50.9K +2,858 +7%
PA
215
Pinnacle Associates
New York
$749K +$271K +15,221 +53%
AWM
216
Aprio Wealth Management
Georgia
$746K +$53.6K +3,010 +7%
William Blair & Company
217
William Blair & Company
Illinois
$738K -$28.9K -1,622 -4%
FOA
218
Five Oceans Advisors
California
$732K
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$724K -$57.5K -3,230 -7%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$724K +$153K +8,615 +25%
Fiera Capital (Canada)
221
Fiera Capital (Canada)
Quebec, Canada
$719K +$89.9K +5,052 +14%
SP
222
Successful Portfolios
Florida
$719K
CWM
223
Cordatus Wealth Management
Pennsylvania
$715K +$9.98K +561 +1%
ACM
224
Aquatic Capital Management
Illinois
$711K -$1.07M -59,864 -59%
XT
225
XTX Topco
Cayman Islands
$708K -$8.63M -485,122 -92%

MUFG Hedge Fund Activity: Q1 2026 in Review

537 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2026, worth a combined $5.74B — up 9.1% from $5.27B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MUFG positions and 52 closed out — a net gain of 18 holders — while 255 added to existing stakes and 140 trimmed.

The largest buyer was Aviso Financial, opening a new position worth an estimated $61.3M. The largest seller was Aristotle Capital Management, cutting an estimated $43.1M.

  • 537 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2026, up from 530 in Q4 2025.
  • Funds reported $5.74B of Mitsubishi UFJ Financial stock for Q1 2026, up 9.1% quarter-over-quarter.
  • 70 funds opened new Mitsubishi UFJ Financial positions in Q1 2026 and 52 closed out, a net change of +18 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q1 2026 was Aviso Financial, an estimated $61.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q1 2026 was Aristotle Capital Management, an estimated $43.1M sold.

Based on aggregated 13F filings for Q1 2026.