Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MITSUBISHI UFJ FINANCIAL GRO (MUFG)

509 + Investors. Track Smart Money conviction in MUFG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +43
Streak
11Q ▲
Buyers last Q
63%

Smart Money Signals — MUFG

Based on 506 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added MUFG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
506 hedge funds hold MUFG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+95 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 63% buying

307 buying181 selling
Last quarter: 307 funds were net buyers (89 opened a brand new position + 218 added to an existing one). Only 181 were sellers (135 trimmed + 46 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+28 vs last Q)

new funds entering per quarter
Funds opening a new MUFG position: 63 → 74 → 61 → 89. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 25% medium ■ 22% new
271 out of 506 hedge funds have held MUFG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~89 new funds/quarter

60 → 63 → 74 → 61 → 89 new funds/Q
New funds entering each quarter: 63 → 74 → 61 → 89. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 18% 1-2yr ■ 27% new
Of 509 current holders: 281 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
29 of 506 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in MUFG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: MUFG

How many hedge funds hold MUFG — quarterly history vs. share price
Quarterly hedge fund ownership of MUFG vs. share price

Market Analysis: MUFG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MUFG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

49 top-rated funds 2 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: MUFG
2026 Q1 Stats Unlock in 11 days 509 + Investors

Track Smart Money conviction in MUFG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 509 466 9.23%
13F Shares 328M 331M -1.06%
Total Value $5.20B $5.28B -1.43%
New Positions 89 61 +28
Increased Positions 224 232 -8
Closed Positions 46 60 -14
Reduced Positions 136 118 +18
Total Calls 2 2 -
Total Puts 1 1 -
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: MUFG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

509 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MUFG. Verified SEC 13F-HR filings.

Top 25 institutional holders of MUFG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FULCRUM WEALTH ADVISORS, LLC 2.22% 157,661 $2.7M
2 Henry James International Management Inc. 1.47% 240,106 $4.1M
3 AUGUSTINE ASSET MANAGEMENT INC 1.34% 350,460 $5.9M
4 Altman Advisors, Inc. 1.25% 177,200 $3.0M
5 JCIC Asset Management Inc. 0.97% 186,469 $3.2M
6 Anthracite Investment Company, Inc. 0.76% 109,942 $1.5M
7 Boston Common Asset Management, LLC 0.62% 566,845 $9.6M
8 DMC Group, LLC 0.60% 52,473 $890K
9 Legacy Wealth Asset Management, LLC 0.57% 138,902 $2.4M
10 Fisher Asset Management, LLC 0.55% 95,689,304 $1.62B
11 Pekin Hardy Strauss, Inc. 0.55% 309,549 $5.3M
12 Naviter Wealth, LLC 0.50% 235,830 $4.0M
13 Dorsey Wright & Associates 0.47% 223,030 $3.8M
14 InTrack Investment Management Inc 0.40% 41,169 $699K
15 Successful Portfolios LLC 0.40% 44,032 $719K
16 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.33% 2,506,310 $43K
17 First National Bank of Hutchinson 0.33% 30,303 $514K
18 Cetera Trust Company, N.A 0.32% 33,020 $560K
19 AdvisorShares Investments LLC 0.31% 101,829 $1.7M
20 PALLADIEM, LLC 0.30% 17,198 $312K
21 Storgate, LLC 0.28% 21,222 $360K
22 Moran Wealth Management, LLC 0.27% 528,104 $9.0M
23 Five Oceans Advisors 0.26% 43,112 $732K
24 Gallacher Capital Management LLC 0.26% 39,661 $673K
25 EWA, LLC 0.25% 65,794 $1.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — MITSUBISHI UFJ FINANCIAL GRO (MUFG)

What does the Smart Money Trend signal show for MUFG?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added MUFG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MUFG?

More buyers than sellers — 63% buying: Last quarter: 307 funds were net buyers (89 opened a brand new position + 218 added to an existing one). Only 181 were sellers (135 trimmed + 46 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MUFG holders?

Elite ownership — 53% AUM from top-100 funds: 29 of 506 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in MUFG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MUFG?

54% of holders stayed for 2+ years: 271 out of 506 hedge funds have held MUFG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.