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UMB Financial

408 hedge funds and large institutions have $7.25B invested in UMB Financial in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 156 increasing their positions, 145 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $6.79B → $7.25B (+$458M)

8% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 145

2% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 47

0% less funds holding

Funds holding: 410408 (-2)

1.76% less ownership

Funds ownership: 92.41%90.66% (-1.8%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
408
Holders Change
-2
Holders Change %
-0.49%
% of All Funds
5.37%
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
156
Reduced
145
Closed
47
Calls
$956K
Puts
Net Calls
+$956K
Net Calls Change
-$114K
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
326
State of Wyoming
Wyoming
$152K -$612K -6,135 -81%
PD
327
Point72 (DIFC)
United Arab Emirates
$144K +$136K +1,367 New
PS
328
Pinney & Scofield
Massachusetts
$142K
AF
329
Advisornet Financial
Minnesota
$141K +$199 +2 +0.1%
Lazard Asset Management
330
Lazard Asset Management
New York
$126K -$4.09K -41 -3%
PA
331
Parallel Advisors
California
$125K -$8.68K -87 -7%
A
332
AlphaQuest
New York
$123K
MCM
333
MAI Capital Management
Ohio
$123K +$39.9K +400 +52%
HNB
334
Hilltop National Bank
Wyoming
$105K +$99.8K +1,001 New
DB
335
Danske Bank
Denmark
$93K -$1.92M -19,274 -96%
GI
336
GAMMA Investing
California
$93K -$3.69K -37 -4%
MAM
337
Marquette Asset Management
Minnesota
$85.5K
BNP Paribas Asset Management
338
BNP Paribas Asset Management
France
$77K +$72.6K +728 New
CAM
339
Clarity Asset Management
Iowa
$67.7K
Optiver Holding
340
Optiver Holding
Netherlands
$61.9K +$11.1K +111 +23%
BTI
341
Blue Trust Inc
Georgia
$60.6K +$6.38K +64 +13%
FHA
342
First Horizon Advisors
Tennessee
$60.1K -$1.99K -20 -3%
PS
343
Principal Securities
Iowa
$58K +$44.5K +446 +421%
C
344
Covestor
United Kingdom
$57K +$9.97K +100 +22%
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$56.9K -$8.28K -83 -13%
VCM
346
Versant Capital Management
Arizona
$52.1K -$299 -3 -0.6%
CI Investments Inc
347
CI Investments Inc
Ontario, Canada
$52K +$13.8K +138 +39%
EWA
348
EverSource Wealth Advisors
Alabama
$42.6K +$26.6K +267 +193%
PMFA
349
Plante Moran Financial Advisors
Michigan
$36.4K +$34.5K +346 New
BAMF
350
BI Asset Management Fondsmaeglerselskab
Denmark
$36K

UMBF Hedge Fund Activity: Q2 2025 in Review

408 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q2 2025, worth a combined $7.25B — up 6.7% from $6.79B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new UMBF positions and 47 closed out — a net gain of 1 holder — while 156 added to existing stakes and 145 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $128M. The largest seller was Citadel Advisors, cutting an estimated $87.9M.

  • 408 institutional investors held UMB Financial (UMBF) as of Q2 2025, down from 410 in Q1 2025.
  • Funds reported $7.25B of UMB Financial stock for Q2 2025, up 6.7% quarter-over-quarter.
  • 48 funds opened new UMB Financial positions in Q2 2025 and 47 closed out, a net change of +1 holder.
  • The largest UMB Financial buyer in Q2 2025 was AllianceBernstein, an estimated $128M added.
  • The largest UMB Financial seller in Q2 2025 was Citadel Advisors, an estimated $87.9M sold.

Based on aggregated 13F filings for Q2 2025.