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UMB Financial

404 hedge funds and large institutions have $7.24B invested in UMB Financial in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 155 increasing their positions, 142 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
-3
Holders Change %
-0.74%
% of All Funds
5.42%
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
155
Reduced
142
Closed
46
Calls
$956K
Puts
Net Calls
+$956K
Net Calls Change
-$114K
Name Holding Trade Value Shares
Change
Shares
Change %
HSBC Holdings
226
HSBC Holdings
United Kingdom
$541K -$273K -2,587 -34%
FWP
227
FAS Wealth Partners
Kansas
$541K -$235K -2,233 -30%
WIM
228
WealthPlan Investment Management
Nebraska
$536K +$73.2K +696 +16%
Vontobel Holding
229
Vontobel Holding
Switzerland
$528K +$48.4K +460 +10%
FT
230
Fiduciary Trust
Massachusetts
$524K +$94.4K +898 +22%
WF
231
Whelan Financial
California
$520K
RAM
232
Readystate Asset Management
Illinois
$516K +$516K +4,907 New
KeyBank National Association
233
KeyBank National Association
Ohio
$514K -$97.3K -925 -16%
KA
234
KLCM Advisors
Wisconsin
$513K
SCTC
235
Sanibel Captiva Trust Company
Florida
$511K
COI
236
Connable Office Inc
Michigan
$510K
Qube Research & Technologies (QRT)
237
Qube Research & Technologies (QRT)
United Kingdom
$506K -$2.3M -21,844 -82%
M&T Bank
238
M&T Bank
New York
$493K +$247K +2,345 +100%
Jones Financial Companies
239
Jones Financial Companies
Missouri
$473K +$4.1K +39 +0.9%
PP
240
PrairieView Partners
Minnesota
$470K
Commonwealth Equity Services
241
Commonwealth Equity Services
Massachusetts
$461K +$6.52K +62 +1%
CIM
242
Cambria Investment Management
California
$448K -$12.4K -118 -3%
Cetera Investment Advisers
243
Cetera Investment Advisers
Illinois
$445K +$28.3K +269 +7%
FMII
244
Farmers & Merchants Investments Inc
Nebraska
$426K +$1.58K +15 +0.4%
ECM
245
Evergreen Capital Management
Washington
$425K -$48.7K -461 -10%
TPI
246
Trust Point Inc
Wisconsin
$425K -$241K -2,292 -36%
LRPA
247
L. Roy Papp & Associates
Arizona
$424K
QCM
248
Quantinno Capital Management
New York
$423K +$101K +957 +31%
S
249
SignatureFD
Georgia
$422K +$4.94K +47 +1%
NSEDCP
250
NJ State Employees Deferred Compensation Plan
New Jersey
$421K