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UMB Financial

405 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, 143 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
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
LA
276
LexAurum Advisors
Kansas
$329K
HW
277
Hancock Whitney
Mississippi
$318K
IIC
278
Integrated Investment Consultants
Michigan
$311K
P
279
&Partners
Tennessee
$310K
EI
280
Ethic Inc
New York
$306K
RWM
281
RMG Wealth Management
Wisconsin
$306K
ES
282
ETF Store
Kansas
$306K
SPIA
283
Steward Partners Investment Advisory
New York
$296K
HNWAG
284
High Net Worth Advisory Group
Florida
$295K
KCM
285
Kornitzer Capital Management
Kansas
$294K
CGH
286
Crossmark Global Holdings
Texas
$291K
FFM
287
Forum Financial Management
Illinois
$285K
CA
288
Clearstead Advisors
Ohio
$284K
MYIA
289
Mount Yale Investment Advisors
Colorado
$282K
AssetMark Inc
290
AssetMark Inc
California
$280K
Janney Montgomery Scott
291
Janney Montgomery Scott
Pennsylvania
$276K
DAS
292
Diversify Advisory Services
Utah
$274K
ACA
293
Aptus Capital Advisors
Alabama
$266K
SRL
294
Scientech Research LLC
New Jersey
$265K
PCIA
295
Prime Capital Investment Advisors
Kansas
$264K
GS
296
GTS Securities
New York
$254K
SCM
297
Shelton Capital Management
Colorado
$254K
BAM
298
Blueshift Asset Management
New Jersey
$253K
GWANC
299
Guardian Wealth Advisors (North Carolina)
North Carolina
$253K
OIA
300
OneDigital Investment Advisors
Kansas
$253K