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UMB Financial
UMBF

410 hedge funds and large institutions have $6.79B invested in UMB Financial in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 194 increasing their positions, 73 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $288K

166% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 73

112% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 52

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

18% more capital invested

Capital invested by funds: $5.77B → $6.79B (+$1.01B)

16% more funds holding

Funds holding: 353 → 410 (+57)

12.44% less ownership

Funds ownership: 104.85% → 92.41% (-12%)

Holders
410
Holders Change
+57
Holders Change %
+16.15%
% of All Funds
5.5%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
110
Increased
194
Reduced
73
Closed
52
Calls
$1.36M
Puts
$288K
Net Calls
+$1.07M
Net Calls Change
-$296K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$306M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$283M
3
EARNEST Partners
EARNEST Partners
Georgia
+$157M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$131M
5
State Street
State Street
Massachusetts
+$94.1M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$32.1M
2
Victory Capital Management
Victory Capital Management
Texas
-$23.3M
3
ACL
Azora Capital LP
Florida
-$20.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$19.7M
5
WAM
Weiss Asset Management
Massachusetts
-$9.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
301
Greenleaf Trust
Michigan
$255K +$35.5K +322 +15%
ACA
302
Aptus Capital Advisors
Alabama
$255K +$278K +2,525 New
SCM
303
Shelton Capital Management
Colorado
$250K +$272K +2,469 New
FAFN
304
First Affirmative Financial Network
Colorado
$246K +$268K +2,429 New
GWANC
305
Guardian Wealth Advisors (North Carolina)
North Carolina
$243K +$264K +2,391 New
OIA
306
OneDigital Investment Advisors
Kansas
$239K +$56.1K +509 +27%
MCM
307
Monument Capital Management
Virginia
$239K -$61.4K -557 -19%
M&T Bank
308
M&T Bank
New York
$237K +$259K +2,345 New
AACP
309
Advantage Alpha Capital Partners
California
$236K -$400K -3,624 -61%
SAM
310
Shell Asset Management
Netherlands
$236K +$257K +2,334 New
CA
311
Clearstead Advisors
Ohio
$235K +$256K +2,323 New
RFC
312
Regions Financial Corp
Alabama
$234K +$1.65K +15 +0.7%
LSA
313
Leonteq Securities AG
Switzerland
$234K +$95K +862 +59%
HNW
314
High Note Wealth
Minnesota
$234K +$255K +2,312 New
EI
315
Ethic Inc
New York
$230K +$253K +2,292 New
CIBC Asset Management
316
CIBC Asset Management
Ontario, Canada
$230K +$251K +2,278 New
BC
317
Bayforest Capital
United Kingdom
$224K +$238K +2,157 +3,595%
HFO
318
Heritage Family Offices
Arizona
$224K +$17.2K +156 +8%
AAS
319
Ameritas Advisory Services
Nebraska
$223K +$243K +2,206 New
CCM
320
Coldstream Capital Management
Washington
$218K +$9.81K +89 +4%
Corient Private Wealth
321
Corient Private Wealth
Florida
$211K +$230K +2,087 New
PAM
322
Panagora Asset Management
Massachusetts
$210K +$229K +2,080 New
BAM
323
Blueshift Asset Management
New Jersey
$203K +$221K +2,005 New
VA
324
Vident Advisory
Georgia
$202K +$220K +1,995 New
KWM
325
Kingsview Wealth Management
Oregon
$200K +$219K +1,982 New
11 12
13
14 15

UMBF Hedge Fund Activity: Q1 2025 in Review

410 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q1 2025, worth a combined $6.79B — up 18% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new UMBF positions and 52 closed out — a net gain of 58 holders — while 194 added to existing stakes and 73 trimmed.

The largest buyer was BlackRock, adding an estimated $306M. The largest seller was Millennium Management, cutting an estimated $32.1M.

  • 410 institutional investors held UMB Financial (UMBF) as of Q1 2025, up from 353 in Q4 2024.
  • Funds reported $6.79B of UMB Financial stock for Q1 2025, up 18% quarter-over-quarter.
  • 110 funds opened new UMB Financial positions in Q1 2025 and 52 closed out, a net change of +58 holders.
  • The largest UMB Financial buyer in Q1 2025 was BlackRock, an estimated $306M added.
  • The largest UMB Financial seller in Q1 2025 was Millennium Management, an estimated $32.1M sold.

Based on aggregated 13F filings for Q1 2025.