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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
+$135M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$120M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$63.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$55.8M
5
ClearBridge Investments
ClearBridge Investments
New York
+$39M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$92.7M
2
FGP
Freestone Grove Partners
California
-$75.8M
3
ZIG
Zurich Insurance Group
Switzerland
-$47M
4
Millennium Management
Millennium Management
New York
-$35.3M
5
Holocene Advisors
Holocene Advisors
New York
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$58.2M +$6.21M +59,009 +12%
Invesco
27
Invesco
Georgia
$51.2M +$9.22M +87,652 +22%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$49M -$183K -1,737 -0.4%
First Trust Advisors
29
First Trust Advisors
Illinois
$42.3M +$12.7M +121,043 +43%
Adage Capital Partners
30
Adage Capital Partners
Massachusetts
$42.1M -$5.67M -53,900 -12%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$41.1M -$2.34M -22,246 -5%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$39.8M -$300K -2,833 -0.7%
ClearBridge Investments
33
ClearBridge Investments
New York
$39M +$39M +370,936 New
ProShare Advisors
34
ProShare Advisors
Maryland
$38M +$9.74M +92,656 +35%
SFM
35
Systematic Financial Management
New Jersey
$36.5M +$1.22M +11,599 +3%
UBS Group
36
UBS Group
Switzerland
$35.4M -$11M -105,020 -24%
Franklin Resources
37
Franklin Resources
California
$35.3M +$1.99M +18,963 +6%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$33.2M -$7.76M -73,783 -19%
NPIC
39
Neumeier Poma Investment Counsel
California
$32.3M -$572K -5,435 -2%
UBS AM
40
UBS AM
Illinois
$31.2M +$9.29M +88,386 +43%
Fisher Asset Management
41
Fisher Asset Management
Washington
$29.7M -$942K -8,959 -3%
BTW
42
Boston Trust Walden
Massachusetts
$27.1M -$575K -5,468 -2%
Renaissance Technologies
43
Renaissance Technologies
New York
$26.9M -$1.26M -12,016 -4%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$25.6M +$1.53M +14,530 +6%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$24.7M +$1.45M +13,804 +6%
SCA
46
Stieven Capital Advisors
Missouri
$23.8M +$1.91M +18,200 +9%
SEI Investments
47
SEI Investments
Pennsylvania
$23.8M -$15.2M -144,088 -39%
Raymond James Financial
48
Raymond James Financial
Florida
$22.5M +$4.89M +46,495 +28%
EA
49
Emerald Advisers
Pennsylvania
$22.4M +$9.21M +87,613 +70%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$20.5M +$41.9K +398 +0.2%
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