We are live on ! Find out more
UMBF icon

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
BlackRock
1
BlackRock
New York
$955M +$25.2M +252,580 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$827M +$52.9M +530,640 +7%
UB
3
UMB Bank
Missouri
$458M -$4.41M -44,181 -1%
State Street
4
State Street
Massachusetts
$453M +$31.3M +313,414 +8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$288M +$3.76M +37,698 +1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$247M -$5.97M -59,842 -2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$233M +$114M +1,139,034 +105%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$214M +$6.3M +63,147 +3%
American Century Companies
9
American Century Companies
Missouri
$209M -$6.87M -68,942 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$194M +$11.9M +119,319 +7%
AllianceBernstein
11
AllianceBernstein
Tennessee
$157M +$128M +1,286,543 +637%
EARNEST Partners
12
EARNEST Partners
Georgia
$150M +$95K +953 +0.1%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$145M +$59.9M +600,670 +77%
Victory Capital Management
14
Victory Capital Management
Texas
$131M +$1.07M +10,723 +0.9%
Citadel Advisors
15
Citadel Advisors
Florida
$117M -$87.9M -881,338 -44%
Northern Trust
16
Northern Trust
Illinois
$98.1M +$1.6M +16,030 +2%
Norges Bank
17
Norges Bank
Norway
$93.8M +$6.41M +64,313 +8%
Goldman Sachs
18
Goldman Sachs
New York
$92.5M -$5.72M -57,407 -6%
Charles Schwab
19
Charles Schwab
California
$84.7M -$827K -8,298 -1%
Principal Financial Group
20
Principal Financial Group
Iowa
$81.7M -$6.27M -62,891 -7%
Bank of America
21
Bank of America
North Carolina
$79.5M -$6.41M -64,310 -8%
GACM
22
Global Alpha Capital Management
Quebec, Canada
$67.8M +$13.3M +133,507 +26%
GKIM
23
GW&K Investment Management
Massachusetts
$65.1M -$2.12M -21,211 -3%
N
24
Nuveen
North Carolina
$65M +$11M +110,275 +22%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$60.5M +$2.92M +29,299 +5%

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.