Mitsubishi UFJ Increases Investment in MicroStrategy to $29 Million

TLDR

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Mitsubishi UFJ Asset Management increased its MicroStrategy stake by 16% to $94 million.
MicroStrategy posted strong Q2 2025 results with an EPS of $8.42, beating estimates.
Nearly 60% of MicroStrategy’s stock is now owned by institutional investors.
MUFG’s investment in MicroStrategy reflects growing interest in Bitcoin-linked equities.

Mitsubishi UFJ Financial Group (MUFG), Japan’s largest financial institution, has increased its stake in MicroStrategy (MSTR), the corporate Bitcoin holder. In a recent filing, MUFG’s asset management arm, Mitsubishi UFJ Asset Management, raised its investment by 15.9%. This move has brought its total holding to approximately 232,967 shares, valued at $94.17 million. The expansion reflects a growing confidence among institutional investors in MicroStrategy’s Bitcoin strategy and the broader digital asset market.

Mitsubishi UFJ Expands Its MicroStrategy Investment

Mitsubishi UFJ Asset Management has raised its MicroStrategy stake to 232,967 shares, which now represent about 0.09% of the company’s total shares. The additional 31,915 shares purchased were valued at $94.17 million. This increase came during the second quarter of 2025, reflecting the firm’s growing interest in technology and cryptocurrency-related investments.

The decision aligns with MUFG’s broader strategy of diversifying its portfolio, particularly in high-growth sectors such as technology and digital assets. As the institution with over $2.7 trillion in assets, MUFG has been looking to expand its footprint in the evolving cryptocurrency landscape. MicroStrategy’s strategy of accumulating Bitcoin continues to attract institutional investors, as evidenced by Mitsubishi UFJ’s latest move.

Strong Financial Results Drive Investor Confidence

MicroStrategy recently reported strong Q2 2025 earnings, further solidifying its position in the market. The company posted earnings per share (EPS) of $8.42, far surpassing the expected loss of $0.11. This impressive financial performance helped boost investor confidence, with revenue reaching $128.69 million.

MicroStrategy’s performance has made it a strong player in both the software and Bitcoin sectors. The company’s ability to generate steady growth from its software business, combined with its Bitcoin holdings, has helped attract institutional investors. Additionally, MicroStrategy issued an optimistic full-year outlook, with projections of an EPS of $80 for fiscal 2025, which continues to support its stock price.

Institutional Ownership Continues to Grow

Institutional investors now own nearly 60% of MicroStrategy’s stock, reflecting widespread confidence in the company’s long-term vision. Mitsubishi UFJ is not the only large institution to increase its stake in the company. Other firms, such as Resona Asset Management and D.A. Davidson & Co., have also raised their positions.

Achmea Investment Management B.V. showed a substantial increase, growing its stake by over 1,800%. As institutional ownership in MicroStrategy grows, it signals a shift in the financial industry, with more traditional financial institutions expressing interest in Bitcoin and blockchain-linked assets. This movement shows that traditional finance is becoming more integrated with the digital asset economy.

Growing Interest in Bitcoin and Blockchain

The continued support from major institutions like MUFG signals a broader trend in the financial industry. Traditional banks and asset managers are increasingly open to investing in Bitcoin-related companies, seeing value in digital assets alongside traditional equities. MicroStrategy remains the largest corporate holder of Bitcoin, with over 120,000 BTC on its balance sheet.

As global banking institutions explore blockchain and digital asset opportunities, MUFG’s growing stake in MicroStrategy signals the potential for greater integration of cryptocurrency within the legacy financial sector. This change marks a steady but growing acceptance of digital assets as part of an institution’s overall investment strategy.