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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$306M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$283M |
| 3 |
EARNEST Partners
Atlanta,
Georgia
|
+$157M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$131M |
| 5 |
State Street
Boston,
Massachusetts
|
+$94.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$32.1M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$23.3M |
| 3 |
ACL
Azora Capital LP
Miami,
Florida
|
-$20.3M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$19.7M |
| 5 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$9.62M |
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.