Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Mitsubishi Ufj Financial Gro (MUFG)

531 + 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
↑ +10
Streak
11Q ▲
Buyers last Q
61%

Smart Money Signals — MUFG

Based on 537 hedge funds · latest filing: 2026 Q1 · 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
537 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.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+91 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

327 buying206 selling
Last quarter: 327 funds were net buyers (75 opened a brand new position + 252 added to an existing one). Only 206 were sellers (141 trimmed + 65 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-19 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 79 → 67 → 94 → 75. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 26% medium ■ 24% new
270 out of 537 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.
📈

Growing discovery — still being found

63 → 79 → 67 → 94 → 75 new funds/Q
New funds entering each quarter: 79 → 67 → 94 → 75. A growing number of institutions are discovering MUFG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 14% 1-2yr ■ 30% new
Of 540 current holders: 306 (57%) 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 — 61% AUM from top-100 funds

61% from top-100 AUM funds
41 of 537 holders are among the 100 largest funds by AUM, controlling 61% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Institutional Sentiment Summary — MUFG

In 2026 Q1, 327 hedge funds were net buyers of MUFG (75 opened a new position, 252 added to an existing one), while 206 reduced or exited (141 trimmed, 65 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 61% of total institutional value in MUFG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 537.

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.

Is It Too Late to Buy Mitsubishi Ufj Financial Gro (MUFG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MUFG has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
MUFG
+22.3%
XLF
+9.5%

MUFG outperformed XLF by +12.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
MUFG
+10.1%
XLF
+5.8%

Since the filing became public, MUFG outperformed XLF by +4.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 1 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: MUFG
531 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 531 527 0.76%
13F Shares 337M 331M 1.81%
Total Value $5.62B $5.22B 7.59%
New Positions 73 94 -21
Increased Positions 251 225 +26
Closed Positions 69 50 +19
Reduced Positions 139 136 +3
Total Calls 2 2 -
Total Puts 3 1 200.0%
PUT/CALL Ratio 1.5 0.5 Bearish

Statistics: MUFG

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

531 + investors

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

QUARTER:
Top 25 MUFG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 XY Capital Ltd 6.92% 411,425 $7.0M
2 Fulcrum Wealth Advisors, LLC 2.22% 157,661 $2.7M
3 Aviso Financial Inc. 2.08% 3,446,409 $58.5M
4 Aristotle Capital Management, LLC 1.83% 51,456,385 $873.2M
5 Henry James International Management Inc. 1.47% 240,106 $4.1M
6 Todd Asset Management LLC 1.35% 4,061,644 $68.9M
7 Augustine Asset Management Inc 1.34% 350,460 $5.9M
8 Permanens Capital L.P. 1.26% 575,644 $9.8M
9 Altman Advisors, Inc. 1.25% 177,200 $3.0M
10 JCIC Asset Management Inc. 0.97% 186,469 $3.2M
11 Brasada Capital Management, LP 0.91% 282,488 $5.0M
12 17 Capital Partners, LLC 0.86% 98,845 $1.7M
13 Guardian Partners Inc. 0.79% 558,229 $9.5M
14 Anthracite Investment Company, Inc. 0.76% 109,942 $1.5M
15 Boston Common Asset Management, LLC 0.62% 566,845 $9.6M
16 DMC Group, LLC 0.60% 52,473 $890K
17 Themes Management Co LLC 0.59% 56,606 $961K
18 Legacy Wealth Asset Management, LLC 0.57% 138,902 $2.4M
19 Fisher Asset Management, LLC 0.55% 95,689,304 $1.62B
20 Pekin Hardy Strauss, Inc. 0.55% 309,549 $5.3M
21 Mitchell Capital Management Co 0.55% 176,024 $3.0M
22 Barometer Capital Management INC. 0.52% 88,700 $1.5M
23 Massar Capital Management, LP 0.51% 280,000 $4.8M
24 Naviter Wealth, LLC 0.50% 235,830 $4.0M
25 Alphadyne Asset Management LP 0.49% 1,652,000 $28.0M
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 — 61% buying: Last quarter: 327 funds were net buyers (75 opened a brand new position + 252 added to an existing one). Only 206 were sellers (141 trimmed + 65 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MUFG holders?

Elite ownership — 61% AUM from top-100 funds: 41 of 537 holders are among the 100 largest funds by AUM, controlling 61% 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?

50% of holders stayed for 2+ years: 270 out of 537 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.

Is it too late to buy Mitsubishi Ufj Financial Gro (MUFG) following the 2026 Q1 hedge fund 13F filings?

As of today, MUFG has moved +10.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of +4.3%. Since the quarter end (March 31, 2026), MUFG has gained +22.3% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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