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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
VRS
201
Virginia Retirement Systems
Virginia
$927K -$558K -5,600 -39%
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$889K +$39K +391 +5%
OSAM
203
O'Shaughnessy Asset Management
Connecticut
$888K -$103K -1,034 -11%
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
$887K -$57.6K -578 -6%
SOADOR
205
State of Alaska Department of Revenue
Alaska
$843K +$5.48K +55 +0.7%
CCB
206
Country Club Bank
Missouri
$841K -$8.68K -87 -1%
IWM
207
IHT Wealth Management
Illinois
$825K
CWMK
208
Caliber Wealth Management (Kansas)
Kansas
$814K +$2.39K +24 +0.3%
GFA
209
Gallagher Fiduciary Advisors
Illinois
$791K +$140K +1,399 +23%
KCPG
210
Kavar Capital Partners Group
Kansas
$778K
IC
211
IEQ Capital
California
$765K +$19.2K +193 +3%
CP
212
CenterBook Partners
Connecticut
$760K +$721K +7,231 New
FC
213
Farringdon Capital
United Kingdom
$757K +$195K +1,956 +37%
OQS
214
Occudo Quantitative Strategies
Florida
$748K -$4.49K -45 -0.6%
HighTower Advisors
215
HighTower Advisors
Illinois
$742K +$178K +1,788 +34%
Cambridge Investment Research Advisors
216
Cambridge Investment Research Advisors
Iowa
$728K +$26.9K +270 +4%
State of Wisconsin Investment Board
217
State of Wisconsin Investment Board
Wisconsin
$722K -$48.1K -482 -7%
FCBT
218
First Citizens Bank & Trust
North Carolina
$694K +$658K +6,602 New
CIA
219
Concurrent Investment Advisors
Florida
$659K +$2.59K +26 +0.4%
VPIM
220
Vanguard Personalized Indexing Management
California
$624K +$17K +170 +3%
DWA
221
Douglass Winthrop Advisors
New York
$613K -$34.9K -350 -6%
EWA
222
EP Wealth Advisors
California
$589K +$120K +1,199 +27%
BAM
223
Bayview Asset Management
Florida
$578K +$548K +5,500 New
NA
224
NewEdge Advisors
Louisiana
$575K -$17.6K -176 -3%
SAM
225
Securian Asset Management
Minnesota
$572K +$28.5K +286 +6%

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.