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UMB Financial

408 hedge funds and large institutions have $7.25B invested in UMB Financial in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 156 increasing their positions, 145 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $6.79B → $7.25B (+$458M)

8% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 145

2% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 47

0% less funds holding

Funds holding: 410408 (-2)

1.76% less ownership

Funds ownership: 92.41%90.66% (-1.8%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
408
Holders Change
-2
Holders Change %
-0.49%
% of All Funds
5.37%
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
156
Reduced
145
Closed
47
Calls
$956K
Puts
Net Calls
+$956K
Net Calls Change
-$114K
Name Holding Trade Value Shares
Change
Change in
Stake
Handelsbanken Fonder
176
Handelsbanken Fonder
Sweden
$1.54M
OPERF
177
Oregon Public Employees Retirement Fund
Oregon
$1.54M +$69.8K +700 +5%
NMERB
178
New Mexico Educational Retirement Board
New Mexico
$1.46M
AOCA
179
Angel Oak Capital Advisors
Georgia
$1.43M +$389K +3,900 +40%
FWM
180
Fortress Wealth Management
California
$1.34M
CL
181
Choreo LLC
Illinois
$1.33M -$14.1K -141 -1%
Axa
182
Axa
France
$1.27M -$5.45M -54,696 -82%
Pictet Asset Management
183
Pictet Asset Management
Switzerland
$1.19M +$30.7K +308 +3%
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$1.16M +$46.4K +465 +4%
State Board of Administration of Florida Retirement System
185
State Board of Administration of Florida Retirement System
Florida
$1.14M
AP
186
Atwood & Palmer
Missouri
$1.13M
BCI
187
Brinker Capital Investments
Pennsylvania
$1.13M +$43.2K +433 +4%
Balyasny Asset Management
188
Balyasny Asset Management
Illinois
$1.12M -$13.6M -136,855 -93%
X
189
Xponance
Pennsylvania
$1.09M -$181K -1,813 -15%
Envestnet Portfolio Solutions
190
Envestnet Portfolio Solutions
Illinois
$1.08M +$474K +4,756 +86%
AI
191
Accredited Investors
Minnesota
$1.05M -$97.9K -982 -9%
MPM
192
Meritage Portfolio Management
Kansas
$1.04M
SCM
193
Sterling Capital Management
North Carolina
$1.03M -$383K -3,840 -28%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
194
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.02M -$2.93M -29,400 -75%
TRCT
195
Tower Research Capital (TRC)
New York
$1.01M +$551K +5,525 +135%
PAP
196
Persistent Asset Partners
Hong Kong
$988K -$256K -2,568 -21%
SIM
197
SummerHaven Investment Management
Connecticut
$978K +$15.3K +153 +2%
CWM
198
CIBC World Markets
New York
$942K -$615K -6,169 -41%
FC
199
FORA Capital
Florida
$936K +$585K +5,864 +193%
ACM
200
Aquatic Capital Management
Illinois
$934K +$886K +8,886 New

UMBF Hedge Fund Activity: Q2 2025 in Review

408 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q2 2025, worth a combined $7.25B — up 6.7% from $6.79B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new UMBF positions and 47 closed out — a net gain of 1 holder — while 156 added to existing stakes and 145 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $128M. The largest seller was Citadel Advisors, cutting an estimated $87.9M.

  • 408 institutional investors held UMB Financial (UMBF) as of Q2 2025, down from 410 in Q1 2025.
  • Funds reported $7.25B of UMB Financial stock for Q2 2025, up 6.7% quarter-over-quarter.
  • 48 funds opened new UMB Financial positions in Q2 2025 and 47 closed out, a net change of +1 holder.
  • The largest UMB Financial buyer in Q2 2025 was AllianceBernstein, an estimated $128M added.
  • The largest UMB Financial seller in Q2 2025 was Citadel Advisors, an estimated $87.9M sold.

Based on aggregated 13F filings for Q2 2025.