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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$128M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$114M |
| 3 |
Neuberger Berman Group
New York
|
+$59.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$52.9M |
| 5 |
ClearBridge Investments
New York
|
+$37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$87.9M |
| 2 |
FGP
Freestone Grove Partners
San Francisco,
California
|
-$75.8M |
| 3 |
ZIG
Zurich Insurance Group
Zurich,
Switzerland
|
-$47M |
| 4 |
Millennium Management
New York
|
-$33.5M |
| 5 |
Holocene Advisors
New York
|
-$18.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCP
451
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$1.62K | -16 | Closed |
|
|
FPF
452
First Pacific Financial
Vancouver,
Washington
| – | -$1.42K | -14 | Closed |
|
|
GFPC
453
Global Financial Private Client
Sarasota,
Florida
| – | -$1.01K | -10 | Closed |
|
|
ACA
454
American Capital Advisory
Ketchum,
Idaho
| – | -$405 | -4 | Closed |
|
455
Amundi
Paris,
France
| – | -$364 | -4 | Closed |
|
|
AW
456
Avion Wealth
The Woodlands,
Texas
| – | +$598 | +6 | New |
|
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.