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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.

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: 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)

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

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$128M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$114M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$59.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$52.9M
5
ClearBridge Investments
ClearBridge Investments
New York
+$37M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$87.9M
2
FGP
Freestone Grove Partners
California
-$75.8M
3
ZIG
Zurich Insurance Group
Switzerland
-$47M
4
Millennium Management
Millennium Management
New York
-$33.5M
5
Holocene Advisors
Holocene Advisors
New York
-$18.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
51
AQR Capital Management
Connecticut
$19.4M -$3.19M -31,945 -15%
Barclays
52
Barclays
United Kingdom
$19.2M -$6.21M -62,310 -25%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$18.7M -$988K -9,911 -5%
ECM
54
ExodusPoint Capital Management
New York
$18.7M +$14.9M +148,946 +513%
Wells Fargo
55
Wells Fargo
California
$18.3M +$2.09M +20,973 +14%
PTEAP
56
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$17.9M – – –
Deutsche Bank
57
Deutsche Bank
Germany
$17.1M -$8M -80,211 -33%
CVA
58
Ceredex Value Advisors
Florida
$16M +$2.15M +21,550 +17%
TCM
59
Tributary Capital Management
Nebraska
$16M -$4.13M -41,462 -21%
Millennium Management
60
Millennium Management
New York
$15.7M -$33.5M -336,045 -69%
Federated Hermes
61
Federated Hermes
Pennsylvania
$15.7M -$267K -2,674 -2%
Legal & General Group
62
Legal & General Group
United Kingdom
$14.7M +$123K +1,235 +0.9%
Swiss National Bank
63
Swiss National Bank
Switzerland
$14.6M -$160K -1,600 -1%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$12.9M -$23K -231 -0.2%
Two Sigma Investments
65
Two Sigma Investments
New York
$12.8M -$343K -3,443 -3%
BCM
66
Basswood Capital Management
New York
$12.8M – – –
EMFAT
67
Emerald Mutual Fund Advisers Trust
Pennsylvania
$12.8M +$3.64M +36,460 +43%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$12.8M +$2.46M +24,656 +25%
CAM
69
Congress Asset Management
Massachusetts
$12.8M -$274K -2,748 -2%
Point72 Asset Management
70
Point72 Asset Management
Connecticut
$12.7M -$1.6M -16,043 -12%
MOACM
71
Mutual of America Capital Management
New York
$11.7M -$225K -2,258 -2%
SO
72
STRS Ohio
Ohio
$11.4M +$79.8K +800 +0.7%
TAM
73
Third Avenue Management
New York
$10.8M -$3.29K -33 -0%
GCM
74
Gator Capital Management
Florida
$10.6M +$69.8K +700 +0.7%
MCM
75
Maltese Capital Management
New York
$10M +$39.9K +400 +0.4%
1 2
3
4 5

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.