UMB Financial
UMBF
412 hedge funds and large institutions have $8.17B invested in UMB Financial in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 128 increasing their positions, 160 reducing their positions, and 35 closing their positions.
40% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 35
2.34% more ownership
Funds ownership: 91.08% → 93.43% (+2.3%)
2% more funds holding
Funds holding: 405 → 412 (+7)
0% less capital invested
Capital invested by funds: $8.19B → $8.17B (-$17.3M)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
20% less repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 160
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UB
UMB Bank
Kansas City,
Missouri
|
+$55.9M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$44M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$43.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$41M |
| 5 |
JIC
Johnson Investment Counsel
Cincinnati,
Ohio
|
+$38.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$57.5M |
| 2 |
FGP
Freestone Grove Partners
San Francisco,
California
|
-$29.3M |
| 3 |
ZIG
Zurich Insurance Group
Zurich,
Switzerland
|
-$21.6M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$13.5M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$11.9M |
UMBF Hedge Fund Activity: Q4 2025 in Review
412 of the 8,261 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q4 2025, worth a combined $8.17B — down 0.21% from $8.19B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new UMBF positions and 35 closed out — a net gain of 14 holders — while 128 added to existing stakes and 160 trimmed.
The largest buyer was UMB Bank, adding an estimated $55.9M. The largest seller was Wellington Management Group, cutting an estimated $57.5M.
- 412 institutional investors held UMB Financial (UMBF) as of Q4 2025, up from 405 in Q3 2025.
- Funds reported $8.17B of UMB Financial stock for Q4 2025, down 0.21% quarter-over-quarter.
- 49 funds opened new UMB Financial positions in Q4 2025 and 35 closed out, a net change of +14 holders.
- The largest UMB Financial buyer in Q4 2025 was UMB Bank, an estimated $55.9M added.
- The largest UMB Financial seller in Q4 2025 was Wellington Management Group, an estimated $57.5M sold.
Based on aggregated 13F filings for Q4 2025.