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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 %
AQR Capital Management
51
AQR Capital Management
Connecticut
$19.4M -$3.36M -31,945 -15%
Barclays
52
Barclays
United Kingdom
$19.2M -$6.55M -62,310 -25%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$18.7M -$1.04M -9,911 -5%
ECM
54
ExodusPoint Capital Management
New York
$18.7M +$15.7M +148,946 +513%
Wells Fargo
55
Wells Fargo
California
$18.3M +$2.21M +20,973 +14%
PTEAP
56
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$17.9M – – –
Deutsche Bank
57
Deutsche Bank
Germany
$17.1M -$8.43M -80,211 -33%
CVA
58
Ceredex Value Advisors
Florida
$16M +$2.27M +21,550 +17%
TCM
59
Tributary Capital Management
Nebraska
$16M -$4.36M -41,462 -21%
Millennium Management
60
Millennium Management
New York
$15.7M -$35.3M -336,045 -69%
Federated Hermes
61
Federated Hermes
Pennsylvania
$15.7M -$281K -2,674 -2%
Legal & General Group
62
Legal & General Group
United Kingdom
$14.7M +$130K +1,235 +0.9%
Swiss National Bank
63
Swiss National Bank
Switzerland
$14.6M -$168K -1,600 -1%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$12.9M -$24.3K -231 -0.2%
Two Sigma Investments
65
Two Sigma Investments
New York
$12.8M -$362K -3,443 -3%
BCM
66
Basswood Capital Management
New York
$12.8M – – –
EMFAT
67
Emerald Mutual Fund Advisers Trust
Pennsylvania
$12.8M +$3.83M +36,460 +43%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$12.8M +$2.59M +24,656 +25%
CAM
69
Congress Asset Management
Massachusetts
$12.8M -$289K -2,748 -2%
Point72 Asset Management
70
Point72 Asset Management
Connecticut
$12.7M -$1.69M -16,043 -12%
MOACM
71
Mutual of America Capital Management
New York
$11.7M -$237K -2,258 -2%
SO
72
STRS Ohio
Ohio
$11.4M +$84.1K +800 +0.7%
TAM
73
Third Avenue Management
New York
$10.8M -$3.47K -33 -0%
GCM
74
Gator Capital Management
Florida
$10.6M +$73.6K +700 +0.7%
MCM
75
Maltese Capital Management
New York
$10M +$42.1K +400 +0.4%
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