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UMB Financial
UMBF

Overview Fund Activity

401 hedge funds and large institutions have $7.18B invested in UMB Financial in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 154 increasing their positions, 140 reducing their positions, and 46 closing their positions.

Holders
401
Holders Change
-6
Holders Change %
-1.47%
% of All Funds
5.38%
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
154
Reduced
140
Closed
46
Calls
$389K
Puts
–
Net Calls
+$389K
Net Calls Change
-$681K

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$157M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$233M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$145M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$827M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$39M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$117M
2
FGP
2
Freestone Grove Partners
California
$0
3
ZIG
3
Zurich Insurance Group
Switzerland
$0
4
Millennium Management
4
Millennium Management
New York
$15.7M
5
Holocene Advisors
5
Holocene Advisors
New York
$4.46M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$9.35M 88,929 -16,960 -16%
Retirement Systems of Alabama
77
Retirement Systems of Alabama
Alabama
$9.17M 87,224 +4,391 +5%
Rafferty Asset Management
78
Rafferty Asset Management
New York
$8.99M 85,525 -2,233 -3%
MIM
79
MetLife Investment Management
New Jersey
$8.47M 80,555 +4,361 +6%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.32M 79,080 +743 +0.9%
Verition Fund Management
81
Verition Fund Management
Connecticut
$7.88M 74,891 -3,754 -5%
Creative Planning
82
Creative Planning
Kansas
$7.56M 71,860 +783 +1%
SFI
83
Susquehanna Fundamental Investments
Pennsylvania
$7.46M 70,936 -9,685 -12%
Ameriprise
84
Ameriprise
Minnesota
$7.3M 69,380 -42,989 -38%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$7.14M 67,877 +262 +0.4%
BFM
86
Boothbay Fund Management
New York
$6.68M 63,563 -4,568 -7%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$6.68M 63,493 -36,647 -37%
Prudential Financial
88
Prudential Financial
New Jersey
$6.39M 60,761 +44,897 +283%
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$6.35M 60,376 – –
Universal-Beteiligungs- und Servicegesellschaft
90
Universal-Beteiligungs- und Servicegesellschaft
Germany
$6.28M 59,709 +1,936 +3%
BPIM
91
Brant Point Investment Management
New York
$6.21M 59,054 +14,599 +33%
WCM
92
Wedge Capital Management
North Carolina
$6.02M 57,273 +4,578 +9%
Brown Advisory
93
Brown Advisory
Maryland
$5.91M 56,202 -561 -1%
MFG
94
MidWestOne Financial Group
Iowa
$5.9M 56,121 – –
Allianz Asset Management
95
Allianz Asset Management
Germany
$5.67M 53,938 +53,938 New
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$5.67M 53,907 +11,078 +26%
Luther King Capital Management (LKCM)
97
Luther King Capital Management (LKCM)
Texas
$5.52M 52,534 -1,049 -2%
PCM
98
Peregrine Capital Management
Minnesota
$5.41M 51,419 -8,371 -14%
MT
99
Midwest Trust
Kansas
$5.38M 51,206 +51,206 New
Two Sigma Advisers
100
Two Sigma Advisers
New York
$5.31M 50,465 -14,900 -23%
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4
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