UMBF icon

UMB Financial

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 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$956K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$135M
2 +$120M
3 +$63.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$55.8M
5
ClearBridge Investments
ClearBridge Investments
New York
+$39M

Top Sellers

1 -$92.7M
2 -$75.8M
3 -$47M
4
Millennium Management
Millennium Management
New York
-$35.3M
5
Holocene Advisors
Holocene Advisors
New York
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$9.35M
Retirement Systems of Alabama
77
Retirement Systems of Alabama
Alabama
$9.17M
Rafferty Asset Management
78
Rafferty Asset Management
New York
$8.99M
MIM
79
MetLife Investment Management
New Jersey
$8.47M
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.32M
Verition Fund Management
81
Verition Fund Management
Connecticut
$7.88M
Creative Planning
82
Creative Planning
Kansas
$7.56M
SFI
83
Susquehanna Fundamental Investments
Pennsylvania
$7.46M
Ameriprise
84
Ameriprise
Minnesota
$7.3M
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$7.14M
BFM
86
Boothbay Fund Management
New York
$6.68M
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$6.68M
Prudential Financial
88
Prudential Financial
New Jersey
$6.39M
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
BPIM
91
Brant Point Investment Management
New York
$6.21M
WCM
92
Wedge Capital Management
North Carolina
$6.02M
Brown Advisory
93
Brown Advisory
Maryland
$5.91M
MFG
94
MidWestOne Financial Group
Iowa
$5.9M
Allianz Asset Management
95
Allianz Asset Management
Germany
$5.67M
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$5.67M
Luther King Capital Management (LKCM)
97
Luther King Capital Management (LKCM)
Texas
$5.52M
PCM
98
Peregrine Capital Management
Minnesota
$5.41M
MT
99
Midwest Trust
Kansas
$5.38M
Two Sigma Advisers
100
Two Sigma Advisers
New York
$5.31M