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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 %
GCM
76
Gator Capital Management
Florida
$10.2M – – –
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$10.1M +$8.32M +82,307 +462%
Voloridge Investment Management
78
Voloridge Investment Management
Florida
$9.83M -$5.2M -51,436 -35%
California Public Employees Retirement System
79
California Public Employees Retirement System
California
$9.8M +$1.36M +13,443 +16%
EP
80
Edgestream Partners
New Jersey
$9.76M +$7.83M +77,422 +405%
MCM
81
Maltese Capital Management
New York
$9.6M +$2.04M +20,200 +27%
Rafferty Asset Management
82
Rafferty Asset Management
New York
$8.87M +$1.41M +13,989 +19%
EMFAT
83
Emerald Mutual Fund Advisers Trust
Pennsylvania
$8.61M -$1.58M -15,651 -16%
Retirement Systems of Alabama
84
Retirement Systems of Alabama
Alabama
$8.37M +$2.92M +28,838 +53%
SFI
85
Susquehanna Fundamental Investments
Pennsylvania
$8.15M +$7.79M +77,094 +2,186%
Verition Fund Management
86
Verition Fund Management
Connecticut
$7.95M +$4.67M +46,171 +142%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.92M +$2.74M +27,066 +53%
MIM
88
MetLife Investment Management
New Jersey
$7.7M +$2.52M +24,895 +49%
Creative Planning
89
Creative Planning
Kansas
$7.19M +$2.09M +20,720 +41%
BFM
90
Boothbay Fund Management
New York
$6.89M +$6.89M +68,131 New
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$6.84M +$2.47M +24,434 +57%
Axa
92
Axa
France
$6.75M +$785K +7,764 +13%
Two Sigma Advisers
93
Two Sigma Advisers
New York
$6.61M -$3.48M -34,435 -35%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$6.52M +$1.89M +18,670 +41%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$6.19M +$2.3M +22,786 +59%
New York State Teachers Retirement System (NYSTRS)
96
New York State Teachers Retirement System (NYSTRS)
New York
$6.1M +$168K +1,664 +3%
Mirae Asset Global ETFs Holdings
97
Mirae Asset Global ETFs Holdings
Hong Kong
$6.1M +$1.79M +17,696 +41%
PCM
98
Peregrine Capital Management
Minnesota
$6.04M -$330K -3,264 -5%
Universal-Beteiligungs- und Servicegesellschaft
99
Universal-Beteiligungs- und Servicegesellschaft
Germany
$5.84M +$5.84M +57,773 New
Brown Advisory
100
Brown Advisory
Maryland
$5.74M -$412K -4,079 -7%
2 3
4
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