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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 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$956K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$135M
2 +$120M
3 +$63.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$55.8M
5
ClearBridge Investments
ClearBridge Investments
New York
+$39M

Top Sellers

1 -$92.7M
2 -$75.8M
3 -$47M
4
Millennium Management
Millennium Management
New York
-$35.3M
5
Holocene Advisors
Holocene Advisors
New York
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
1C
226
111 Capital
France
$543K
HSBC Holdings
227
HSBC Holdings
United Kingdom
$541K
FWP
228
FAS Wealth Partners
Kansas
$541K
WIM
229
WealthPlan Investment Management
Nebraska
$536K
Vontobel Holding
230
Vontobel Holding
Switzerland
$528K
FT
231
Fiduciary Trust
Massachusetts
$524K
WF
232
Whelan Financial
California
$520K
RAM
233
Readystate Asset Management
Illinois
$516K
KeyBank National Association
234
KeyBank National Association
Ohio
$514K
KA
235
KLCM Advisors
Wisconsin
$513K
SCTC
236
Sanibel Captiva Trust Company
Florida
$511K
COI
237
Connable Office Inc
Michigan
$510K
Qube Research & Technologies (QRT)
238
Qube Research & Technologies (QRT)
United Kingdom
$506K
M&T Bank
239
M&T Bank
New York
$493K
Jones Financial Companies
240
Jones Financial Companies
Missouri
$473K
PP
241
PrairieView Partners
Minnesota
$470K
Commonwealth Equity Services
242
Commonwealth Equity Services
Massachusetts
$461K
CIM
243
Cambria Investment Management
California
$448K
Cetera Investment Advisers
244
Cetera Investment Advisers
Illinois
$445K
FMII
245
Farmers & Merchants Investments Inc
Nebraska
$426K
ECM
246
Evergreen Capital Management
Washington
$425K
TPI
247
Trust Point Inc
Wisconsin
$425K
LRPA
248
L. Roy Papp & Associates
Arizona
$424K
QCM
249
Quantinno Capital Management
New York
$423K
S
250
SignatureFD
Georgia
$422K