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UMB Financial

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: 410408 (-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: 76 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$9.35M -$1.69M -16,960 -16%
Retirement Systems of Alabama
77
Retirement Systems of Alabama
Alabama
$9.17M +$438K +4,391 +5%
Rafferty Asset Management
78
Rafferty Asset Management
New York
$8.99M -$223K -2,233 -3%
MIM
79
MetLife Investment Management
New Jersey
$8.47M +$435K +4,361 +6%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.32M +$74.1K +743 +0.9%
Verition Fund Management
81
Verition Fund Management
Connecticut
$7.88M -$374K -3,754 -5%
Creative Planning
82
Creative Planning
Kansas
$7.56M +$78.1K +783 +1%
SFI
83
Susquehanna Fundamental Investments
Pennsylvania
$7.46M -$966K -9,685 -12%
Ameriprise
84
Ameriprise
Minnesota
$7.3M -$4.29M -42,989 -38%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$7.14M +$26.1K +262 +0.4%
BFM
86
Boothbay Fund Management
New York
$6.68M -$455K -4,568 -7%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$6.68M -$3.65M -36,647 -37%
Prudential Financial
88
Prudential Financial
New Jersey
$6.39M +$4.48M +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 +$193K +1,936 +3%
BPIM
91
Brant Point Investment Management
New York
$6.21M +$1.46M +14,599 +33%
WCM
92
Wedge Capital Management
North Carolina
$6.02M +$456K +4,578 +9%
Brown Advisory
93
Brown Advisory
Maryland
$5.91M -$55.9K -561 -1%
MFG
94
MidWestOne Financial Group
Iowa
$5.9M
Allianz Asset Management
95
Allianz Asset Management
Germany
$5.67M +$5.38M +53,938 New
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$5.67M +$1.1M +11,078 +26%
Luther King Capital Management (LKCM)
97
Luther King Capital Management (LKCM)
Texas
$5.52M -$105K -1,049 -2%
PCM
98
Peregrine Capital Management
Minnesota
$5.41M -$835K -8,371 -14%
MT
99
Midwest Trust
Kansas
$5.38M +$5.11M +51,206 New
Two Sigma Advisers
100
Two Sigma Advisers
New York
$5.31M -$1.49M -14,900 -23%

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.