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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 %
OSAM
201
O'Shaughnessy Asset Management
Connecticut
$888K -$109K -1,034 -11%
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$887K -$60.8K -578 -6%
SOADOR
203
State of Alaska Department of Revenue
Alaska
$843K +$5.78K +55 +0.7%
CCB
204
Country Club Bank
Missouri
$841K -$9.22K -87 -1%
IWM
205
IHT Wealth Management
Illinois
$825K – – –
CWMK
206
Caliber Wealth Management (Kansas)
Kansas
$814K +$2.52K +24 +0.3%
GFA
207
Gallagher Fiduciary Advisors
Illinois
$791K +$147K +1,399 +23%
KCPG
208
Kavar Capital Partners Group
Kansas
$778K – – –
IC
209
IEQ Capital
California
$765K +$20.3K +193 +3%
CP
210
CenterBook Partners
Connecticut
$760K +$760K +7,231 New
FC
211
Farringdon Capital
United Kingdom
$757K +$206K +1,956 +37%
OQS
212
Occudo Quantitative Strategies
Florida
$748K -$4.73K -45 -0.6%
HighTower Advisors
213
HighTower Advisors
Illinois
$742K +$188K +1,788 +34%
Cambridge Investment Research Advisors
214
Cambridge Investment Research Advisors
Iowa
$728K +$28.4K +270 +4%
State of Wisconsin Investment Board
215
State of Wisconsin Investment Board
Wisconsin
$722K -$50.7K -482 -7%
FCBT
216
First Citizens Bank & Trust
North Carolina
$694K +$694K +6,602 New
CIA
217
Concurrent Investment Advisors
Florida
$659K +$2.73K +26 +0.4%
VPIM
218
Vanguard Personalized Indexing Management
California
$624K +$17.9K +170 +3%
DWA
219
Douglass Winthrop Advisors
New York
$613K -$36.8K -350 -6%
EWA
220
EP Wealth Advisors
California
$589K +$126K +1,199 +27%
BAM
221
Bayview Asset Management
Florida
$578K +$578K +5,500 New
NA
222
NewEdge Advisors
Louisiana
$575K -$18.5K -176 -3%
SAM
223
Securian Asset Management
Minnesota
$572K +$30.1K +286 +6%
EGM
224
Engineers Gate Manager
New York
$553K +$553K +5,256 New
1C
225
111 Capital
France
$543K -$76.7K -729 -12%
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9
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