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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 %
AOCA
176
Angel Oak Capital Advisors
Georgia
$1.43M +$410K +3,900 +40%
FWM
177
Fortress Wealth Management
California
$1.34M – – –
CL
178
Choreo LLC
Illinois
$1.33M -$14.9K -141 -1%
Axa
179
Axa
France
$1.27M -$5.75M -54,696 -82%
Pictet Asset Management
180
Pictet Asset Management
Switzerland
$1.19M +$32.4K +308 +3%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$1.16M +$48.9K +465 +4%
State Board of Administration of Florida Retirement System
182
State Board of Administration of Florida Retirement System
Florida
$1.14M – – –
AP
183
Atwood & Palmer
Missouri
$1.13M – – –
BCI
184
Brinker Capital Investments
Pennsylvania
$1.13M +$45.5K +433 +4%
Balyasny Asset Management
185
Balyasny Asset Management
Illinois
$1.12M -$14.4M -136,855 -93%
X
186
Xponance
Pennsylvania
$1.09M -$191K -1,813 -15%
Envestnet Portfolio Solutions
187
Envestnet Portfolio Solutions
Illinois
$1.08M +$500K +4,756 +86%
AI
188
Accredited Investors
Minnesota
$1.05M -$103K -982 -9%
MPM
189
Meritage Portfolio Management
Kansas
$1.04M – – –
SCM
190
Sterling Capital Management
North Carolina
$1.03M -$404K -3,840 -28%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
191
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.02M -$3.09M -29,400 -75%
TRCT
192
Tower Research Capital (TRC)
New York
$1.01M +$581K +5,525 +135%
PAP
193
Persistent Asset Partners
Hong Kong
$988K -$270K -2,568 -21%
SIM
194
SummerHaven Investment Management
Connecticut
$978K +$16.1K +153 +2%
CWM
195
CIBC World Markets
New York
$942K -$649K -6,169 -41%
FC
196
FORA Capital
Florida
$936K +$617K +5,864 +193%
ACM
197
Aquatic Capital Management
Illinois
$934K +$934K +8,886 New
VRS
198
Virginia Retirement Systems
Virginia
$927K -$589K -5,600 -39%
SC
199
Savant Capital
Illinois
$898K +$405K +3,848 +82%
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$889K +$41.1K +391 +5%
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