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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
Aristotle Capital Management
1
Aristotle Capital Management
California
$740M -$13.8M -1,226,061 -2%
Bank of America
2
Bank of America
North Carolina
$231M -$8.11M -721,360 -4%
Goldman Sachs
3
Goldman Sachs
New York
$145M -$6.54M -581,883 -4%
Northern Trust
4
Northern Trust
Illinois
$123M +$37.6M +3,342,330 +47%
Natixis Advisors
5
Natixis Advisors
Massachusetts
$115M +$5.71M +507,578 +5%
Fisher Asset Management
6
Fisher Asset Management
Washington
$92M -$51.8K -4,604 -0.1%
BlackRock
7
BlackRock
New York
$86.6M +$3.88M +344,751 +5%
Morgan Stanley
8
Morgan Stanley
New York
$85.4M -$931K -82,833 -1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$70.6M +$19.5M +1,731,873 +40%
Chevy Chase Trust
10
Chevy Chase Trust
Maryland
$69.7M +$2.72M +241,685 +4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$62.6M -$2.59M -230,158 -4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$62.2M +$3.91M +347,849 +7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$56.3M +$3.53M +313,851 +7%
SEI Investments
14
SEI Investments
Pennsylvania
$48M +$729K +64,808 +2%
TAM
15
Todd Asset Management
Kentucky
$47.7M +$270K +24,038 +0.6%
ClearBridge Investments
16
ClearBridge Investments
New York
$44.8M +$32.9M +2,924,979 +326%
Wells Fargo
17
Wells Fargo
California
$30M +$2.57M +228,971 +10%
TRSOTSOK
18
Teachers Retirement System of the State of Kentucky
Kentucky
$29.4M +$1.88M +167,570 +7%
Raymond James Financial
19
Raymond James Financial
Florida
$29.3M +$28.1M +2,495,873 New
Stifel Financial
20
Stifel Financial
Missouri
$22.9M +$4.03K +358 +0%
American Century Companies
21
American Century Companies
Missouri
$21.9M +$1.13M +100,677 +6%
UBS Group
22
UBS Group
Switzerland
$14.5M +$6.91M +614,938 +98%
BIP
23
Brandes Investment Partners
California
$14.5M -$198K -17,644 -1%
TIM
24
Thornburg Investment Management
New Mexico
$14.3M +$1.13M +100,647 +9%
Invesco
25
Invesco
Georgia
$14.2M -$4.89M -434,976 -26%
1
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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.