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UMB Financial
UMBF

Overview Fund Activity

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

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$157M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$233M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$145M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$827M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$39M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$117M
2
FGP
2
Freestone Grove Partners
California
$0
3
ZIG
3
Zurich Insurance Group
Switzerland
$0
4
Millennium Management
4
Millennium Management
New York
$15.7M
5
Holocene Advisors
5
Holocene Advisors
New York
$4.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
276
Hancock Whitney
Mississippi
$318K -$528K -5,025 -62%
IIC
277
Integrated Investment Consultants
Michigan
$311K -$189K -1,793 -38%
P
278
&Partners
Tennessee
$310K +$310K +2,943 New
EI
279
Ethic Inc
New York
$306K +$63.3K +597 +26%
RWM
280
RMG Wealth Management
Wisconsin
$306K +$306K +2,800 New
ES
281
ETF Store
Kansas
$306K – – –
SPIA
282
Steward Partners Investment Advisory
New York
$296K -$22.3K -212 -7%
HNWAG
283
High Net Worth Advisory Group
Florida
$295K +$105 +1 +0%
KCM
284
Kornitzer Capital Management
Kansas
$294K – – –
CGH
285
Crossmark Global Holdings
Texas
$291K -$107K -1,020 -27%
FFM
286
Forum Financial Management
Illinois
$285K – – –
CA
287
Clearstead Advisors
Ohio
$284K +$39.3K +374 +16%
MYIA
288
Mount Yale Investment Advisors
Colorado
$282K +$282K +2,684 New
AssetMark Inc
289
AssetMark Inc
California
$280K -$5.26K -50 -2%
Janney Montgomery Scott
290
Janney Montgomery Scott
Pennsylvania
$276K -$26.4K -251 -9%
DAS
291
Diversify Advisory Services
Utah
$274K +$274K +2,390 New
ACA
292
Aptus Capital Advisors
Alabama
$266K +$315 +3 +0.1%
SRL
293
Scientech Research LLC
New Jersey
$265K +$265K +2,520 New
PCIA
294
Prime Capital Investment Advisors
Kansas
$264K -$3.58K -34 -1%
GS
295
GTS Securities
New York
$254K -$134K -1,278 -35%
SCM
296
Shelton Capital Management
Colorado
$254K -$5.78K -55 -2%
BAM
297
Blueshift Asset Management
New Jersey
$253K +$42.2K +401 +20%
GWANC
298
Guardian Wealth Advisors (North Carolina)
North Carolina
$253K +$528 +5 +0.2%
OIA
299
OneDigital Investment Advisors
Kansas
$253K +$3.89K +37 +2%
GT
300
Greenleaf Trust
Michigan
$245K -$20.6K -196 -8%
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12
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