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UMB Financial

407 hedge funds and large institutions have $6.7B invested in UMB Financial in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 191 increasing their positions, 72 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+56
Holders Change %
+15.95%
% of All Funds
5.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
111
Increased
191
Reduced
72
Closed
52
Calls
$1.36M
Puts
$288K
Net Calls
+$1.07M
Net Calls Change
-$296K
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$893M +$281M +2,779,991 +46%
Vanguard Group
2
Vanguard Group
Pennsylvania
$741M +$260M +2,570,283 +54%
UB
3
UMB Bank
Missouri
$445M -$1.15M -11,396 -0.3%
State Street
4
State Street
Massachusetts
$404M +$86.6M +853,250 +27%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$273M +$120M +1,185,671 +78%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$243M +$39M +385,830 +19%
American Century Companies
7
American Century Companies
Missouri
$208M +$14.8M +146,585 +8%
Citadel Advisors
8
Citadel Advisors
Florida
$201M -$3.15M -31,180 -2%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$192M +$17.5M +174,088 +10%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$175M +$62.1M +614,473 +55%
EARNEST Partners
11
EARNEST Partners
Georgia
$144M +$144M +1,427,803 New
Victory Capital Management
12
Victory Capital Management
Texas
$125M -$21.4M -211,707 -15%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$109M +$29.4M +290,333 +37%
Goldman Sachs
14
Goldman Sachs
New York
$94.7M -$7.56M -74,789 -7%
Northern Trust
15
Northern Trust
Illinois
$92.7M +$28.3M +279,892 +44%
Principal Financial Group
16
Principal Financial Group
Iowa
$84.9M +$3.5M +34,583 +4%
Bank of America
17
Bank of America
North Carolina
$82.9M +$39.5M +390,383 +91%
Charles Schwab
18
Charles Schwab
California
$82.3M +$25.3M +249,995 +44%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$78.9M +$33.4M +330,481 +73%
FGP
20
Freestone Grove Partners
California
$75.8M +$32.6M +322,117 +75%
GKIM
21
GW&K Investment Management
Massachusetts
$64.7M -$984K -9,729 -1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$55.2M +$9.64M +95,339 +21%
GACM
23
Global Alpha Capital Management
Quebec, Canada
$51.7M +$9.01M +89,114 +21%
NL
24
Nuveen LLC
North Carolina
$51.3M +$51.3M +507,655 New
Morgan Stanley
25
Morgan Stanley
New York
$50M +$12.3M +121,667 +33%