Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Mitsubishi Ufj Financial Gro (MUFG)

568 + 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
↑ +36
Streak
11Q ▲
Buyers last Q
60%

Smart Money Signals — MUFG

Based on 575 hedge funds · latest filing: 2026 Q2 · 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
575 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 — +19% more funds vs a year ago

fund count last 6Q
+93 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

327 buying216 selling
Last quarter: 327 funds were net buyers (90 opened a brand new position + 237 added to an existing one). Only 216 were sellers (162 trimmed + 54 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new MUFG position: 67 → 95 → 76 → 90. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 22% medium ■ 26% new
301 out of 575 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.
💰

Value +18% but shares only +0% — price-driven

Value
+17%
Shares
+0%
Last quarter: the total dollar value of institutional holdings rose +18%, but actual share count only changed +0%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~90 new funds/quarter

80 → 67 → 95 → 76 → 90 new funds/Q
New funds entering each quarter: 67 → 95 → 76 → 90. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 56% veterans vs 30% newcomers

■ 56% veterans ■ 14% 1-2yr ■ 30% new
Entry-cohort mix of 577 holders: 324 (56%) are 2+ year veterans, 80 entered 1–2 years ago, and 173 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
44 of 572 holders are among the 100 largest funds by AUM, controlling 66% 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 Q2, 327 hedge funds were net buyers of MUFG (90 opened a new position, 237 added to an existing one), while 216 reduced or exited (162 trimmed, 54 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 66% of total institutional value in MUFG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +36 funds (more new holders than closures). Total institutional holders: 575.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 3 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: MUFG
568 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 568 539 5.38%
13F Shares 339M 338M 0.37%
Total Value $6.62B $5.63B 17.67%
New Positions 89 76 +13
Increased Positions 236 253 -17
Closed Positions 57 65 -8
Reduced Positions 160 140 +20
Total Calls 3 2 50.0%
Total Puts 1 3 -66.67%
PUT/CALL Ratio 0.33 1.5 Bullish

Statistics: MUFG

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Financial Highlights

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Institutional Holders (2026 Q2)

568 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aviso Financial Inc. 2.36% 3,407,528 $67.8M
2 Fulcrum Wealth Advisors, LLC 2.35% 154,380 $3.1M
3 Aristotle Capital Management, LLC 2.01% 48,170,066 $958.1M
4 Henry James International Management Inc. 1.77% 296,712 $5.9M
5 Todd Asset Management LLC 1.42% 4,028,393 $80.1M
6 Augustine Asset Management Inc 1.40% 346,501 $6.9M
7 Altman Advisors, Inc. 1.26% 176,171 $3.5M
8 Permanens Capital L.P. 1.18% 574,236 $11.5M
9 Brasada Capital Management, LP 1.04% — $5.8M
10 JCIC Asset Management Inc. 0.97% 186,469 $3.2M
11 17 Capital Partners, LLC 0.89% 98,845 $2.0M
12 Myriad Asset Management Advisors LLC 0.76% 161,926 $3.2M
13 Guardian Partners Inc. 0.73% 406,684 $8.1M
14 Themes Management Co LLC 0.65% 49,262 $980K
15 DMC Group, LLC 0.64% 47,239 $940K
16 Legacy Wealth Asset Management, LLC 0.60% 138,018 $2.7M
17 Fisher Asset Management, LLC 0.58% 97,910,346 $1.95B
18 Boston Common Asset Management, LLC 0.57% 487,481 $9.7M
19 Pekin Hardy Strauss, Inc. 0.56% 319,874 $6.4M
20 InTrack Investment Management Inc 0.55% 55,301 $1.1M
21 Naviter Wealth, LLC 0.54% 297,300 $6.0M
22 Mitchell Capital Management Co 0.53% 176,188 $3.5M
23 Dorsey Wright & Associates 0.53% 157,134 $3.1M
24 Barometer Capital Management INC. 0.53% 95,000 $1.9M
25 Successful Portfolios LLC 0.44% 44,032 $936K
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 — 60% buying: Last quarter: 327 funds were net buyers (90 opened a brand new position + 237 added to an existing one). Only 216 were sellers (162 trimmed + 54 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MUFG holders?

Elite ownership — 66% AUM from top-100 funds: 44 of 572 holders are among the 100 largest funds by AUM, controlling 66% 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?

52% of holders stayed for 2+ years: 301 out of 575 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.

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