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UMB Financial

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: 410408 (-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: 76 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$58.2M +$5.88M +59,009 +12%
Invesco
27
Invesco
Georgia
$51.2M +$8.74M +87,652 +22%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$49M -$173K -1,737 -0.4%
First Trust Advisors
29
First Trust Advisors
Illinois
$42.3M +$12.1M +121,043 +43%
Adage Capital Partners
30
Adage Capital Partners
Massachusetts
$42.1M -$5.37M -53,900 -12%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$41.1M -$2.22M -22,246 -5%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$39.8M -$282K -2,833 -0.7%
ClearBridge Investments
33
ClearBridge Investments
New York
$39M +$37M +370,936 New
ProShare Advisors
34
ProShare Advisors
Maryland
$38M +$9.24M +92,656 +35%
SFM
35
Systematic Financial Management
New Jersey
$36.5M +$1.16M +11,599 +3%
UBS Group
36
UBS Group
Switzerland
$35.4M -$10.5M -105,020 -24%
Franklin Resources
37
Franklin Resources
California
$35.3M +$1.89M +18,963 +6%
JP Morgan Chase
38
JP Morgan Chase
New York
$33.2M -$7.36M -73,783 -19%
NPIC
39
Neumeier Poma Investment Counsel
California
$32.3M -$542K -5,435 -2%
UBS AM
40
UBS AM
Illinois
$31.2M +$8.81M +88,386 +43%
Fisher Asset Management
41
Fisher Asset Management
Washington
$29.7M -$893K -8,959 -3%
BTW
42
Boston Trust Walden
Massachusetts
$27.1M -$545K -5,468 -2%
Renaissance Technologies
43
Renaissance Technologies
New York
$26.9M -$1.2M -12,016 -4%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$25.6M +$1.45M +14,530 +6%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$24.7M +$1.38M +13,804 +6%
SCA
46
Stieven Capital Advisors
Missouri
$23.8M +$1.81M +18,200 +9%
SEI Investments
47
SEI Investments
Pennsylvania
$23.8M -$14.4M -144,088 -39%
Raymond James Financial
48
Raymond James Financial
Florida
$22.5M +$4.64M +46,495 +28%
EA
49
Emerald Advisers
Pennsylvania
$22.4M +$8.74M +87,613 +70%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$20.5M +$39.7K +398 +0.2%

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.