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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
HW
276
Hancock Whitney
Mississippi
$318K
IIC
277
Integrated Investment Consultants
Michigan
$311K
P
278
&Partners
Tennessee
$310K
EI
279
Ethic Inc
New York
$306K
RWM
280
RMG Wealth Management
Wisconsin
$306K
ES
281
ETF Store
Kansas
$306K
SPIA
282
Steward Partners Investment Advisory
New York
$296K
HNWAG
283
High Net Worth Advisory Group
Florida
$295K
KCM
284
Kornitzer Capital Management
Kansas
$294K
CGH
285
Crossmark Global Holdings
Texas
$291K
FFM
286
Forum Financial Management
Illinois
$285K
CA
287
Clearstead Advisors
Ohio
$284K
MYIA
288
Mount Yale Investment Advisors
Colorado
$282K
AssetMark Inc
289
AssetMark Inc
California
$280K
Janney Montgomery Scott
290
Janney Montgomery Scott
Pennsylvania
$276K
DAS
291
Diversify Advisory Services
Utah
$274K
ACA
292
Aptus Capital Advisors
Alabama
$266K
SRL
293
Scientech Research LLC
New Jersey
$265K
PCIA
294
Prime Capital Investment Advisors
Kansas
$264K
GS
295
GTS Securities
New York
$254K
SCM
296
Shelton Capital Management
Colorado
$254K
BAM
297
Blueshift Asset Management
New Jersey
$253K
GWANC
298
Guardian Wealth Advisors (North Carolina)
North Carolina
$253K
OIA
299
OneDigital Investment Advisors
Kansas
$253K
GT
300
Greenleaf Trust
Michigan
$245K