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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 %
UBS AM
51
UBS AM
Illinois
$21M +$8.3M +82,083 +65%
AllianceBernstein
52
AllianceBernstein
Tennessee
$20.4M +$11.1M +109,434 +118%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$19.7M +$18.3M +180,712 +1,303%
TCM
54
Tributary Capital Management
Nebraska
$19.5M -$643K -6,357 -3%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$19M +$7.89M +77,998 +71%
PTEAP
56
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$17.2M +$17.2M +170,440 New
Raymond James Financial
57
Raymond James Financial
Florida
$16.9M +$6.75M +66,770 +66%
Wells Fargo
58
Wells Fargo
California
$15.5M +$10.3M +101,407 +195%
Federated Hermes
59
Federated Hermes
Pennsylvania
$15.4M +$3.4M +33,673 +28%
Balyasny Asset Management
60
Balyasny Asset Management
Illinois
$14.9M +$14.9M +147,475 New
Swiss National Bank
61
Swiss National Bank
Switzerland
$14.2M +$4.98M +49,220 +54%
Legal & General Group
62
Legal & General Group
United Kingdom
$14M +$4.51M +44,632 +48%
Point72 Asset Management
63
Point72 Asset Management
Connecticut
$13.9M -$3.99M -39,472 -22%
CVA
64
Ceredex Value Advisors
Florida
$13.2M +$172K +1,700 +1%
EA
65
Emerald Advisers
Pennsylvania
$12.7M -$2.58M -25,539 -17%
Two Sigma Investments
66
Two Sigma Investments
New York
$12.7M -$5.62M -55,543 -31%
CAM
67
Congress Asset Management
Massachusetts
$12.5M -$151K -1,490 -1%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$12.4M +$9.71M +96,089 +365%
BCM
69
Basswood Capital Management
New York
$12.3M – – –
MOACM
70
Mutual of America Capital Management
New York
$11.5M +$1.17M +11,569 +11%
Ameriprise
71
Ameriprise
Minnesota
$11.4M +$1.7M +16,835 +18%
CF
72
Corebridge Financial
Texas
$10.9M +$3.63M +35,875 +50%
SO
73
STRS Ohio
Ohio
$10.8M +$950K +9,400 +10%
Citigroup
74
Citigroup
New York
$10.7M +$1.19M +11,792 +13%
TAM
75
Third Avenue Management
New York
$10.4M – – –
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