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

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$117M
2
FGP
Freestone Grove Partners
California
$0
3
ZIG
Zurich Insurance Group
Switzerland
$0
4
Millennium Management
Millennium Management
New York
$15.7M
5
Holocene Advisors
Holocene Advisors
New York
$4.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
351
Smartleaf Asset Management
Massachusetts
$29.7K -$30.2K -285 -50%
RIL
352
Rothschild Investment LLC
Illinois
$29.1K +$631 +6 +2%
HCA
353
Harbor Capital Advisors
Illinois
$29K +$1.17K +11 +4%
Mitsubishi UFJ Asset Management
354
Mitsubishi UFJ Asset Management
Japan
$28K – – –
RA
355
Rise Advisors
New York
$26.5K +$105 +1 +0.4%
Bessemer Group
356
Bessemer Group
New Jersey
$26K -$4.17K -39 -14%
IA
357
IFP Advisors
Florida
$25.7K – – –
WAS
358
Winch Advisory Services
Wisconsin
$24.7K +$105 +1 +0.4%
FG
359
Fairman Group
Pennsylvania
$23.9K +$23.9K +226 New
Northwestern Mutual Wealth Management
360
Northwestern Mutual Wealth Management
Wisconsin
$23.8K -$14.3K -136 -38%
AAP
361
Arax Advisory Partners
Colorado
$23.6K +$22.3K +212 +1,767%
AF
362
Allworth Financial
California
$20.6K -$2.1K -20 -9%
PTC
363
Private Trust Company
Ohio
$17.7K +$6.92K +66 +64%
CTC
364
Central Trust Company
Missouri
$17.5K -$25.8K -245 -60%
BIG
365
Brooklyn Investment Group
New York
$16.6K -$9.36K -89 -36%
MPWT
366
MassMutual Private Wealth & Trust
Connecticut
$15.2K – – –
LFG
367
Larson Financial Group
Missouri
$14.8K +$105 +1 +0.7%
HFS
368
Hantz Financial Services
Michigan
$11K +$10.8K +102 +5,100%
ACM
369
Accent Capital Management
Ohio
$10K – – –
HFS
370
Horizon Financial Services
North Carolina
$9.99K +$9.99K +95 New
BBHC
371
Brown Brothers Harriman & Co
New York
$9.46K +$9.46K +90 New
HNB
372
Huntington National Bank
Ohio
$8.62K – – –
QL
373
Quarry LP
New York
$8.31K +$4.21K +40 +103%
FFA
374
Farther Finance Advisors
California
$8.2K -$2K -19 -20%
GRP
375
Global Retirement Partners
California
$7.68K +$7.68K +73 New
13 14
15
16 17