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UMB Financial
UMBF

Overview Fund Activity

404 hedge funds and large institutions have $7.24B invested in UMB Financial in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 155 increasing their positions, 142 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
-3
Holders Change %
-0.74%
% of All Funds
5.42%
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
155
Reduced
142
Closed
46
Calls
$956K
Puts
–
Net Calls
+$956K
Net Calls Change
-$114K

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$157M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$233M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$145M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$827M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$39M

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 Holding Trade Value Shares
Change 		Shares
Change %
PA
251
Profund Advisors
Maryland
$414K -$12.1K -115 -3%
PAS
252
Park Avenue Securities
New York
$408K +$408K +3,877 New
NEWAS
253
N.E.W. Advisory Services
Wisconsin
$406K – – –
DS
254
DRW Securities
Illinois
$406K +$406K +3,861 New
WWM
255
Whalen Wealth Management
Nevada
$398K +$398K +3,786 New
FCT
256
First Community Trust
Iowa
$392K – – –
II
257
Inspire Investing
Idaho
$389K +$31.2K +297 +9%
SSA
258
Schonfeld Strategic Advisors
New York
$383K +$383K +3,641 New
P
259
Pitcairn
Pennsylvania
$382K -$82.8K -787 -18%
Squarepoint
260
Squarepoint
New York
$378K -$449K -4,267 -54%
FNA
261
First National Advisers
Nebraska
$375K -$11K -105 -3%
AA
262
ALPS Advisors
Colorado
$375K +$4.52K +43 +1%
MC
263
Miramar Capital
Illinois
$371K +$371K +3,530 New
MML Investors Services
264
MML Investors Services
Massachusetts
$366K +$735 +7 +0.2%
CIBC Private Wealth Group
265
CIBC Private Wealth Group
Georgia
$364K +$8.62K +82 +2%
AAS
266
Avantax Advisory Services
Texas
$364K +$2.42K +23 +0.7%
DTL
267
Dynamic Technology Lab
Singapore
$361K -$358K -3,399 -50%
KHC
268
Koesten Hirschmann & Crabtree
Kansas
$356K – – –
OC
269
Oppenheimer & Co
New York
$348K -$1.12M -10,655 -76%
SFA
270
Sequoia Financial Advisors
Ohio
$348K +$348K +3,306 New
Public Employees Retirement Association of Colorado
271
Public Employees Retirement Association of Colorado
Colorado
$338K – – –
MC
272
Moors & Cabot
Massachusetts
$336K -$10.9K -104 -3%
AWS
273
Atria Wealth Solutions
New York
$332K -$51K -483 -13%
LA
274
LexAurum Advisors
Kansas
$329K +$210 +2 +0.1%
Corient Private Wealth
275
Corient Private Wealth
Florida
$322K +$102K +973 +47%
9 10
11
12 13