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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
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 Holding Trade Value Shares
Change 		Shares
Change %
GLA
101
Great Lakes Advisors
Illinois
$5.2M -$596K -5,672 -10%
Canada Life
102
Canada Life
Manitoba, Canada
$5.17M -$51.5K -489 -1%
GIA
103
GHP Investment Advisors
Colorado
$4.76M +$74.3K +707 +2%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.61M +$3.89M +37,002 +542%
OAM
105
Oppenheimer Asset Management
New York
$4.49M -$50.3K -478 -1%
PFC
106
Phocas Financial Corp
California
$4.48M +$631 +6 +0%
Holocene Advisors
107
Holocene Advisors
New York
$4.46M -$20M -189,964 -82%
Mirae Asset Global ETFs Holdings
108
Mirae Asset Global ETFs Holdings
Hong Kong
$4.19M -$2.15M -20,486 -34%
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.14M +$2.44M +23,198 +144%
RC
110
Roubaix Capital
Colorado
$4.12M +$4.12M +39,194 New
CB
111
Commerce Bank
Missouri
$4.1M – – –
FCM
112
Fieldview Capital Management
Michigan
$3.97M +$621K +5,910 +19%
EP
113
Edgestream Partners
New Jersey
$3.71M -$6.44M -61,222 -63%
Comerica Bank
114
Comerica Bank
Texas
$3.66M +$142K +1,351 +4%
Natixis Advisors
115
Natixis Advisors
Massachusetts
$3.44M +$246K +2,341 +8%
LPL Financial
116
LPL Financial
California
$3.43M +$789K +7,505 +30%
IP
117
Interval Partners
New York
$3.42M +$2.29M +21,798 +203%
AB
118
Amalgamated Bank
New York
$3.29M +$138K +1,310 +4%
IIM
119
INTECH Investment Management
Florida
$3.27M -$363K -3,454 -10%
Janus Henderson Group
120
Janus Henderson Group
United Kingdom
$3.26M -$1.82M -17,315 -36%
MF
121
Magnetar Financial
Illinois
$3.15M +$3.15M +29,935 New
Mariner
122
Mariner
Kansas
$3.13M -$111K -1,058 -3%
EPCA
123
Elizabeth Park Capital Advisors
Ohio
$3.08M -$121K -1,155 -4%
PFO
124
PMC FIG Opportunities
Israel
$2.86M +$760K +7,228 +36%
FPAS
125
Focus Partners Advisor Solutions
Missouri
$2.74M +$104K +986 +4%
3 4
5
6 7