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UMB Financial
UMBF

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: 410 → 408 (-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: 7 → 6 (-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

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$128M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$114M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$59.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$52.9M
5
ClearBridge Investments
ClearBridge Investments
New York
+$37M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$87.9M
2
FGP
Freestone Grove Partners
California
-$75.8M
3
ZIG
Zurich Insurance Group
Switzerland
-$47M
4
Millennium Management
Millennium Management
New York
-$33.5M
5
Holocene Advisors
Holocene Advisors
New York
-$18.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
401
Twin Peaks Wealth Advisors
California
$458 +$399 +4 New
BHWM
402
Bay Harbor Wealth Management
Maryland
$421 +$299 +3 +300%
EP
403
Essential Partners
California
$421 +$399 +4 New
RWM
404
Rialto Wealth Management
New York
$316 +$299 +3 New
PWM
405
Parkworth Wealth Management
California
$210 – – –
TFM
406
TFC Financial Management
Massachusetts
$106 – – –
TIM
407
Tortoise Investment Management
New York
$105 +$100 +1 New
1IA
408
1620 Investment Advisors
Massachusetts
$75 -$103K -1,029 -99%
FGP
409
Freestone Grove Partners
California
– -$75.8M -749,507 Closed
ZIG
410
Zurich Insurance Group
Switzerland
– -$47M -464,699 Closed
CF
411
Corebridge Financial
Texas
– -$10.9M -108,116 Closed
Voloridge Investment Management
412
Voloridge Investment Management
Florida
– -$9.83M -97,196 Closed
FCI
413
Financial Counselors Inc
Kansas
– -$5.19M -51,293 Closed
BCM
414
Bridgeway Capital Management
Texas
– -$3.16M -31,305 Closed
Jacobs Levy Equity Management
415
Jacobs Levy Equity Management
New Jersey
– -$3.15M -31,196 Closed
Mercer Global Advisors
416
Mercer Global Advisors
Colorado
– -$2.85M -28,219 Closed
Assenagon Asset Management
417
Assenagon Asset Management
Luxembourg
– -$2.5M -24,705 Closed
WAM
418
Wolverine Asset Management
Illinois
– -$2.4M -23,757 Closed
Robeco Institutional Asset Management
419
Robeco Institutional Asset Management
Netherlands
– -$1.29M -12,725 Closed
HSA
420
Hussman Strategic Advisors
Maryland
– -$1.06M -10,500 Closed
CL
421
CSS LLC
Illinois
– -$780K -7,719 Closed
CPC
422
Cookson Peirce & Co
Pennsylvania
– -$745K -7,367 Closed
B
423
Bailard
California
– -$720K -7,123 Closed
TSS
424
Two Sigma Securities
New York
– -$596K -5,893 Closed
FRM
425
Fox Run Management
Connecticut
– -$481K -4,759 Closed
15 16
17
18 19

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.