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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 %
NIG
126
NFJ Investment Group
Texas
$2.74M -$214K -2,032 -7%
Ensign Peak Advisors
127
Ensign Peak Advisors
Utah
$2.72M +$941K +8,945 +53%
Russell Investments Group
128
Russell Investments Group
United Kingdom
$2.68M -$129K -1,225 -5%
FF
129
Friday Financial
Iowa
$2.62M +$120K +1,137 +5%
IAN
130
Integrated Advisors Network
Texas
$2.61M +$2.61M +24,850 New
PU
131
Petiole USA
New York
$2.54M – – –
SIC
132
SJS Investment Consulting
Ohio
$2.52M -$2.45M -23,266 -49%
YCM
133
Yousif Capital Management
Michigan
$2.52M +$68.4K +650 +3%
GC
134
Guggenheim Capital
Illinois
$2.47M +$34.4K +327 +1%
State of Tennessee, Department of Treasury
135
State of Tennessee, Department of Treasury
Tennessee
$2.44M +$346K +3,286 +16%
SPS
136
Susquehanna Portfolio Strategies
Pennsylvania
$2.41M +$1.65M +15,682 +216%
ONB
137
Old National Bancorp
Indiana
$2.4M +$10.5K +100 +0.4%
Cerity Partners
138
Cerity Partners
New York
$2.32M +$326K +3,099 +16%
DPI
139
Diversified Portfolios Inc
Michigan
$2.27M +$736 +7 +0%
JIC
140
Johnson Investment Counsel
Ohio
$2.26M +$4.31K +41 +0.2%
CCIA
141
Campbell & Co Investment Adviser
Maryland
$2.24M +$1.26M +11,996 +129%
AIP
142
Ameritas Investment Partners
Nebraska
$2.24M +$104K +992 +5%
TRSOTSOK
143
Teachers Retirement System of the State of Kentucky
Kentucky
$2.23M – – –
ASRS
144
Arizona State Retirement System
Arizona
$2.23M +$46.5K +442 +2%
Pathstone Holdings
145
Pathstone Holdings
New Jersey
$2.22M +$1.1M +10,455 +98%
Wealth Enhancement Advisory Services
146
Wealth Enhancement Advisory Services
Minnesota
$2.16M +$22.8K +207 +1%
Truist Financial
147
Truist Financial
North Carolina
$2.15M +$10.2K +97 +0.5%
KOCAA
148
Knights of Columbus Asset Advisors
Connecticut
$2.15M -$43K -409 -2%
LSERS
149
Louisiana State Employees Retirement System
Louisiana
$2.11M +$105K +1,000 +5%
VF
150
Vest Financial
Virginia
$2.1M +$1.31M +12,472 +166%
4 5
6
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