UMB Financial
UMBF
405 hedge funds and large institutions have $8.19B invested in UMB Financial in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 160 increasing their positions, 120 reducing their positions, and 49 closing their positions.
25,050% more call options, than puts
Call options by funds: $3.02M | Put options by funds: $12K
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
33% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 120
13% more capital invested
Capital invested by funds: $7.25B → $8.19B (+$940M)
6% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 49
0.42% more ownership
Funds ownership: 90.66% → 91.08% (+0.42%)
1% less funds holding
Funds holding: 409 → 405 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$86.6M |
| 2 |
Neuberger Berman Group
New York
|
+$52M |
| 3 |
NIG
NFJ Investment Group
Dallas,
Texas
|
+$38.2M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
+$28.7M |
| 5 |
FGP
Freestone Grove Partners
San Francisco,
California
|
+$28.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$45M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$26.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$26.2M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$25.4M |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
-$18.7M |
UMBF Hedge Fund Activity: Q3 2025 in Review
405 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q3 2025, worth a combined $8.19B — up 13% from $7.25B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new UMBF positions and 49 closed out — a net gain of 3 holders — while 160 added to existing stakes and 120 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $86.6M. The largest seller was American Century Companies, cutting an estimated $45M.
- 405 institutional investors held UMB Financial (UMBF) as of Q3 2025, down from 409 in Q2 2025.
- Funds reported $8.19B of UMB Financial stock for Q3 2025, up 13% quarter-over-quarter.
- 52 funds opened new UMB Financial positions in Q3 2025 and 49 closed out, a net change of +3 holders.
- The largest UMB Financial buyer in Q3 2025 was Wellington Management Group, an estimated $86.6M added.
- The largest UMB Financial seller in Q3 2025 was American Century Companies, an estimated $45M sold.
Based on aggregated 13F filings for Q3 2025.