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UMB Financial
UMBF

Overview Fund Activity

401 hedge funds and large institutions have $7.18B invested in UMB Financial in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 154 increasing their positions, 140 reducing their positions, and 46 closing their positions.

Holders
401
Holders Change
-6
Holders Change %
-1.47%
% of All Funds
5.39%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
48
Increased
154
Reduced
140
Closed
46
Calls
$389K
Puts
–
Net Calls
+$389K
Net Calls Change
-$681K

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$157M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$233M
3
Norges Bank
3
Norges Bank
Norway
$93.8M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$145M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$827M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$117M
2
FGP
2
Freestone Grove Partners
California
$0
3
ZIG
3
Zurich Insurance Group
Switzerland
$0
4
Millennium Management
4
Millennium Management
New York
$15.7M
5
Holocene Advisors
5
Holocene Advisors
New York
$4.46M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$955M 9,083,778 +252,580 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$827M 7,863,404 +530,640 +7%
UB
3
UMB Bank
Missouri
$458M 4,353,205 -44,181 -1%
State Street
4
State Street
Massachusetts
$453M 4,296,190 +313,414 +8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$288M 2,738,376 +37,698 +1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$247M 2,347,273 -59,842 -2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$233M 2,219,893 +1,139,034 +105%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$214M 1,976,030 +63,147 +3%
American Century Companies
9
American Century Companies
Missouri
$209M 1,985,065 -68,942 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$194M 1,846,252 +119,319 +7%
AllianceBernstein
11
AllianceBernstein
Tennessee
$157M 1,488,618 +1,286,543 +637%
EARNEST Partners
12
EARNEST Partners
Georgia
$150M 1,428,756 +953 +0.1%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$145M 1,381,138 +600,670 +77%
Victory Capital Management
14
Victory Capital Management
Texas
$131M 1,247,210 +10,723 +0.9%
Citadel Advisors
15
Citadel Advisors
Florida
$117M 1,109,063 -881,338 -44%
Northern Trust
16
Northern Trust
Illinois
$98.1M 932,994 +16,030 +2%
Norges Bank
17
Norges Bank
Norway
$93.8M 892,248 +892,248 New
Goldman Sachs
18
Goldman Sachs
New York
$92.5M 879,278 -57,407 -6%
Charles Schwab
19
Charles Schwab
California
$84.7M 805,459 -8,298 -1%
Principal Financial Group
20
Principal Financial Group
Iowa
$81.7M 776,882 -62,891 -7%
Bank of America
21
Bank of America
North Carolina
$79.5M 755,992 -64,310 -8%
GACM
22
Global Alpha Capital Management
Quebec, Canada
$67.8M 644,644 +133,507 +26%
GKIM
23
GW&K Investment Management
Massachusetts
$65.1M 619,232 -21,211 -3%
NL
24
Nuveen LLC
North Carolina
$65M 617,930 +110,275 +22%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$60.5M 575,782 +29,299 +5%
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