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UMB Financial
UMBF

Overview Fund Activity

407 hedge funds and large institutions have $6.7B invested in UMB Financial in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 191 increasing their positions, 72 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+56
Holders Change %
+15.95%
% of All Funds
5.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
111
Increased
191
Reduced
72
Closed
52
Calls
$1.36M
Puts
$288K
Net Calls
+$1.07M
Net Calls Change
-$296K

Top Buyers

1
BlackRock
BlackRock
New York
+$281M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$260M
3
EARNEST Partners
EARNEST Partners
Georgia
+$144M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$120M
5
State Street
State Street
Massachusetts
+$86.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$29.5M
2
Victory Capital Management
Victory Capital Management
Texas
-$21.4M
3
ACL
Azora Capital LP
Florida
-$20.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$17.7M
5
WAM
Weiss Asset Management
Massachusetts
-$9.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
26
Millennium Management
New York
$49.1M -$29.5M -291,559 -38%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$47.3M +$669K +6,614 +1%
ZIG
28
Zurich Insurance Group
Switzerland
$47M +$4.7M +46,471 +11%
Adage Capital Partners
29
Adage Capital Partners
Massachusetts
$45.9M +$15.4M +152,192 +50%
UBS Group
30
UBS Group
Switzerland
$44.7M +$16.8M +165,923 +60%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$41.7M -$5.12M -50,650 -11%
Invesco
32
Invesco
Georgia
$40.4M +$9.06M +89,610 +29%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$39.3M -$2.67M -26,445 -6%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$37.9M +$37.9M +378,614 New
SEI Investments
35
SEI Investments
Pennsylvania
$37.5M +$11.9M +117,639 +46%
SFM
36
Systematic Financial Management
New Jersey
$33.9M +$1.03M +10,168 +3%
Franklin Resources
37
Franklin Resources
California
$32.1M +$866K +8,561 +3%
NPIC
38
Neumeier Poma Investment Counsel
California
$31.6M -$93.5K -925 -0.3%
Fisher Asset Management
39
Fisher Asset Management
Washington
$29.4M +$90.4K +894 +0.3%
First Trust Advisors
40
First Trust Advisors
Illinois
$28.5M +$15.7M +154,955 +122%
ProShare Advisors
41
ProShare Advisors
Maryland
$27.1M -$6.11M -60,457 -18%
Renaissance Technologies
42
Renaissance Technologies
New York
$27.1M +$21.6M +214,086 +396%
BTW
43
Boston Trust Walden
Massachusetts
$26.6M -$507K -5,019 -2%
Barclays
44
Barclays
United Kingdom
$24.8M +$8.6M +85,071 +53%
Deutsche Bank
45
Deutsche Bank
Germany
$24.5M +$15.6M +154,462 +175%
Holocene Advisors
46
Holocene Advisors
New York
$23.5M +$4.27M +42,243 +22%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$23.1M +$7.2M +71,170 +45%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$22.3M +$6.65M +65,806 +42%
AQR Capital Management
49
AQR Capital Management
Connecticut
$21.5M -$17.7M -178,502 -45%
SCA
50
Stieven Capital Advisors
Missouri
$21.1M +$21.1M +208,589 New
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