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

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$117M
2
FGP
Freestone Grove Partners
California
$0
3
ZIG
Zurich Insurance Group
Switzerland
$0
4
Millennium Management
Millennium Management
New York
$15.7M
5
Holocene Advisors
Holocene Advisors
New York
$4.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$9.35M -$1.78M -16,960 -16%
Retirement Systems of Alabama
77
Retirement Systems of Alabama
Alabama
$9.17M +$462K +4,391 +5%
Rafferty Asset Management
78
Rafferty Asset Management
New York
$8.99M -$235K -2,233 -3%
MIM
79
MetLife Investment Management
New Jersey
$8.47M +$459K +4,361 +6%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.32M +$78.1K +743 +0.9%
Verition Fund Management
81
Verition Fund Management
Connecticut
$7.88M -$395K -3,754 -5%
Creative Planning
82
Creative Planning
Kansas
$7.56M +$82.3K +783 +1%
SFI
83
Susquehanna Fundamental Investments
Pennsylvania
$7.46M -$1.02M -9,685 -12%
Ameriprise
84
Ameriprise
Minnesota
$7.3M -$4.52M -42,989 -38%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$7.14M +$27.6K +262 +0.4%
BFM
86
Boothbay Fund Management
New York
$6.68M -$480K -4,568 -7%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$6.68M -$3.85M -36,647 -37%
Prudential Financial
88
Prudential Financial
New Jersey
$6.39M +$4.72M +44,897 +283%
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$6.35M – – –
Universal-Beteiligungs- und Servicegesellschaft
90
Universal-Beteiligungs- und Servicegesellschaft
Germany
$6.28M +$204K +1,936 +3%
BPIM
91
Brant Point Investment Management
New York
$6.21M +$1.54M +14,599 +33%
WCM
92
Wedge Capital Management
North Carolina
$6.02M +$481K +4,578 +9%
Brown Advisory
93
Brown Advisory
Maryland
$5.91M -$59K -561 -1%
MFG
94
MidWestOne Financial Group
Iowa
$5.9M – – –
Allianz Asset Management
95
Allianz Asset Management
Germany
$5.67M +$5.67M +53,938 New
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$5.67M +$1.16M +11,078 +26%
Luther King Capital Management (LKCM)
97
Luther King Capital Management (LKCM)
Texas
$5.52M -$110K -1,049 -2%
PCM
98
Peregrine Capital Management
Minnesota
$5.41M -$880K -8,371 -14%
MT
99
Midwest Trust
Kansas
$5.38M +$5.38M +51,206 New
Two Sigma Advisers
100
Two Sigma Advisers
New York
$5.31M -$1.57M -14,900 -23%
2 3
4
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