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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
AAP
401
Arax Advisory Partners
Colorado
$1.21K -$26.7K -242 -95%
GFPC
402
Global Financial Private Client
Florida
$1.01K +$772 +7 +233%
ACA
403
American Capital Advisory
Idaho
$405 +$441 +4 New
Amundi
404
Amundi
France
$364 – – –
TWD
405
True Wealth Design
Ohio
$304 +$331 +3 New
PWM
406
Parkworth Wealth Management
California
$202 – – –
TFM
407
TFC Financial Management
Massachusetts
$102 – – –
HIA
408
HFM Investment Advisors
New Jersey
$102 +$110 +1 New
BHWM
409
Bay Harbor Wealth Management
Maryland
$101 +$110 +1 New
ACL
410
Azora Capital LP
Florida
– -$20.3M -179,645 Closed
WAM
411
Weiss Asset Management
Massachusetts
– -$9.62M -85,282 Closed
CSS
412
Cubist Systematic Strategies
Connecticut
– -$9.26M -82,060 Closed
QC
413
Quantessence Capital
New York
– -$6.83M -60,475 Closed
HI
414
HBK Investments
Texas
– -$5.76M -51,074 Closed
FG
415
Formula Growth
Quebec, Canada
– -$4.75M -42,100 Closed
CCM
416
Cinctive Capital Management
New York
– -$4.29M -37,987 Closed
OMC
417
Old Mission Capital
Illinois
– -$3.29M -29,152 Closed
PI
418
PineBridge Investments
New York
– -$2.52M -22,336 Closed
Walleye Capital
419
Walleye Capital
New York
– -$1.99M -17,592 Closed
GCP
420
GSA Capital Partners
United Kingdom
– -$1.66M -14,702 Closed
QT
421
Quantbot Technologies
New York
– -$1.64M -14,522 Closed
SSA
422
Schonfeld Strategic Advisors
New York
– -$1.49M -13,160 Closed
ACM
423
Aquatic Capital Management
Illinois
– -$1.47M -12,982 Closed
CIP
424
Convergence Investment Partners
Florida
– -$1.46M -12,951 Closed
CM
425
Crestline Management
Texas
– -$1.37M -12,129 Closed
15 16
17
18 19

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.