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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
QC
426
Quadrature Capital
United Kingdom
– -$453K -4,480 Closed
USAA
427
United Services Automobile Association
Texas
– -$431K -4,301 Closed
PCM
428
Polymer Capital Management
New York
– -$404K -3,998 Closed
OR
429
Olympiad Research
Connecticut
– -$355K -3,508 Closed
M1FG
430
Mach-1 Financial Group
Arkansas
– -$346K -3,426 Closed
PCM
431
Prelude Capital Management
New York
– -$320K -3,170 Closed
PWS
432
Precision Wealth Strategies
Missouri
– -$293K -2,897 Closed
CIM
433
Contravisory Investment Management
Massachusetts
– -$260K -2,571 Closed
AACP
434
Advantage Alpha Capital Partners
California
– -$236K -2,336 Closed
BC
435
Bayforest Capital
United Kingdom
– -$224K -2,217 Closed
AAS
436
Ameritas Advisory Services
Nebraska
– -$223K -2,206 Closed
Corient Private Wealth
437
Corient Private Wealth
Florida
– -$211K -2,087 Closed
KWM
438
Kingsview Wealth Management
Oregon
– -$200K -1,982 Closed
ACM
439
Aster Capital Management
United Arab Emirates
– -$164K -1,490 Closed
AIM
440
Acropolis Investment Management
Missouri
– -$150K -1,485 Closed
NICM
441
Neo Ivy Capital Management
New York
– -$42.5K -420 Closed
VSQM
442
V-Square Quantitative Management
Illinois
– -$24.6K -243 Closed
TH
443
TCTC Holdings
Texas
– -$22.6K -224 Closed
OA
444
Operose Advisors
Wisconsin
– -$13.4K -133 Closed
CIAM
445
Caitong International Asset Management
Hong Kong
– -$8.9K -88 Closed
QC
446
Quent Capital
New York
– -$8.29K -82 Closed
MG
447
Mather Group
Illinois
– -$5.05K -50 Closed
CWC
448
Carolinas Wealth Consulting
North Carolina
– -$2.83K -28 Closed
SC
449
Stephens Consulting
Michigan
– -$2.02K -20 Closed
NC
450
NewSquare Capital
Pennsylvania
– -$1.82K -18 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.