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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 %
M1FG
426
Mach-1 Financial Group
Arkansas
– -$346K -3,426 Closed
PCM
427
Prelude Capital Management
New York
– -$320K -3,170 Closed
PWS
428
Precision Wealth Strategies
Missouri
– -$293K -2,897 Closed
CIM
429
Contravisory Investment Management
Massachusetts
– -$260K -2,571 Closed
AACP
430
Advantage Alpha Capital Partners
California
– -$236K -2,336 Closed
BC
431
Bayforest Capital
United Kingdom
– -$224K -2,217 Closed
AAS
432
Ameritas Advisory Services
Nebraska
– -$223K -2,206 Closed
KWM
433
Kingsview Wealth Management
Oregon
– -$200K -1,982 Closed
ACM
434
Aster Capital Management
United Arab Emirates
– -$164K -1,490 Closed
AIM
435
Acropolis Investment Management
Missouri
– -$150K -1,485 Closed
NICM
436
Neo Ivy Capital Management
New York
– -$42.5K -420 Closed
VSQM
437
V-Square Quantitative Management
Illinois
– -$24.6K -243 Closed
TH
438
TCTC Holdings
Texas
– -$22.6K -224 Closed
OA
439
Operose Advisors
Wisconsin
– -$13.4K -133 Closed
CIAM
440
Caitong International Asset Management
Hong Kong
– -$8.9K -88 Closed
QC
441
Quent Capital
New York
– -$8.29K -82 Closed
MG
442
Mather Group
Illinois
– -$5.06K -50 Closed
CWC
443
Carolinas Wealth Consulting
North Carolina
– -$2.83K -28 Closed
SC
444
Stephens Consulting
Michigan
– -$2.02K -20 Closed
NC
445
NewSquare Capital
Pennsylvania
– -$1.82K -18 Closed
HCP
446
Hexagon Capital Partners
Arkansas
– -$1.62K -16 Closed
FPF
447
First Pacific Financial
Washington
– -$1.42K -14 Closed
GFPC
448
Global Financial Private Client
Florida
– -$1.01K -10 Closed
Amundi
449
Amundi
France
– -$364 -4 Closed
ACA
450
American Capital Advisory
Idaho
– -$405 -4 Closed
14 15 16 17
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