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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 %
HNW
301
High Note Wealth
Minnesota
$245K +$1.79K +17 +0.7%
ECM
302
Everence Capital Management
Indiana
$244K +$244K +2,320 New
CIBC Asset Management
303
CIBC Asset Management
Ontario, Canada
$240K – – –
APP
304
Avantax Planning Partners
Iowa
$236K -$48.7K -463 -17%
KBC Group
305
KBC Group
Belgium
$235K -$120K -1,142 -34%
RFC
306
Regions Financial Corp
Alabama
$232K -$11.6K -110 -5%
MCM
307
Monument Capital Management
Virginia
$225K -$23.2K -221 -9%
EH
308
Equitable Holdings
New York
$224K -$121K -1,155 -35%
HFO
309
Heritage Family Offices
Arizona
$222K – – –
Pacer Advisors
310
Pacer Advisors
Pennsylvania
$217K +$217K +2,068 New
AB
311
ANB Bank
Colorado
$217K +$217K +2,060 New
CCM
312
Coldstream Capital Management
Washington
$216K -$11.1K -106 -5%
PAM
313
Panagora Asset Management
Massachusetts
$214K -$5.05K -48 -2%
EF
314
Empowered Funds
Pennsylvania
$209K +$209K +1,984 New
BRWA
315
B. Riley Wealth Advisors
Florida
$209K +$209K +1,983 New
SAM
316
Shell Asset Management
Netherlands
$205K -$40.9K -388 -17%
MFG
317
Merit Financial Group
Georgia
$205K +$205K +1,946 New
BAG
318
Bridgewealth Advisory Group
California
$204K +$204K +1,938 New
VA
319
Vident Advisory
Georgia
$201K -$8.42K -80 -4%
ITFISA
320
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$200K – – –
JFA
321
JNBA Financial Advisors
Minnesota
$194K – – –
SG Americas Securities
322
SG Americas Securities
New York
$191K -$1.16M -10,974 -86%
SOW
323
State of Wyoming
Wyoming
$152K -$645K -6,135 -81%
PD
324
Point72 (DIFC)
United Arab Emirates
$144K +$144K +1,367 New
PS
325
Pinney & Scofield
Massachusetts
$142K – – –
11 12
13
14 15