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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 %
State of New Jersey Common Pension Fund D
151
State of New Jersey Common Pension Fund D
New Jersey
$2.08M – – –
Jane Street
152
Jane Street
New York
$2.06M -$3.18M -30,245 -61%
VOYA Investment Management
153
VOYA Investment Management
Georgia
$2.04M -$4.74M -45,064 -70%
KCM
154
Kennedy Capital Management
Missouri
$2.04M +$605K +5,757 +42%
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$2.02M +$53.9K +511 +3%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$1.98M -$946 -9 -0%
GI
157
GAMCO Investors
Connecticut
$1.97M +$1.97M +18,714 New
COPPSERS
158
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.93M +$217K +2,068 +13%
JCIA
159
Jackson Creek Investment Advisors
Colorado
$1.82M +$240K +2,286 +15%
SOMRS
160
State of Michigan Retirement System
Michigan
$1.8M +$94.6K +900 +6%
IFU
161
iSAM Funds (UK)
United Kingdom
$1.77M +$1.77M +16,850 New
PFSRSONJ
162
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.73M +$206K +1,955 +13%
Stifel Financial
163
Stifel Financial
Missouri
$1.73M +$50.1K +476 +3%
QCG
164
Quadrant Capital Group
Ohio
$1.73M -$63.6K -605 -4%
US Bancorp
165
US Bancorp
Minnesota
$1.71M -$48.1K -457 -3%
BNP Paribas Financial Markets
166
BNP Paribas Financial Markets
France
$1.69M -$4.76M -45,218 -74%
NMIMC
167
Northwestern Mutual Investment Management Company
Wisconsin
$1.68M +$84.4K +803 +5%
AI
168
Atria Investments
North Carolina
$1.66M +$31.4K +299 +2%
PCMK
169
Paragon Capital Management (Kansas)
Kansas
$1.64M +$246K +2,340 +18%
HT
170
Headlands Technologies
Illinois
$1.63M -$843K -8,021 -34%
Teacher Retirement System of Texas
171
Teacher Retirement System of Texas
Texas
$1.6M -$50.6K -481 -3%
KK
172
KLP Kapitalforvaltning
Norway
$1.56M -$10.6K -100 -0.7%
Handelsbanken Fonder
173
Handelsbanken Fonder
Sweden
$1.55M – – –
OPERF
174
Oregon Public Employees Retirement Fund
Oregon
$1.54M +$73.6K +700 +5%
NMERB
175
New Mexico Educational Retirement Board
New Mexico
$1.46M – – –
5 6
7
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