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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
HNW
301
High Note Wealth
Minnesota
$245K
ECM
302
Everence Capital Management
Indiana
$244K
CIBC Asset Management
303
CIBC Asset Management
Ontario, Canada
$240K
APP
304
Avantax Planning Partners
Iowa
$236K
KBC Group
305
KBC Group
Belgium
$235K
RFC
306
Regions Financial Corp
Alabama
$232K
MCM
307
Monument Capital Management
Virginia
$225K
EH
308
Equitable Holdings
New York
$224K
HFO
309
Heritage Family Offices
Arizona
$222K
Pacer Advisors
310
Pacer Advisors
Pennsylvania
$217K
AB
311
ANB Bank
Colorado
$217K
CCM
312
Coldstream Capital Management
Washington
$216K
PAM
313
Panagora Asset Management
Massachusetts
$214K
EF
314
Empowered Funds
Pennsylvania
$209K
BRWA
315
B. Riley Wealth Advisors
Florida
$209K
SAM
316
Shell Asset Management
Netherlands
$205K
MFG
317
Merit Financial Group
Georgia
$205K
BAG
318
Bridgewealth Advisory Group
California
$204K
VA
319
Vident Advisory
Georgia
$201K
ITFISA
320
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$200K
JFA
321
JNBA Financial Advisors
Minnesota
$194K
SG Americas Securities
322
SG Americas Securities
New York
$191K
SOW
323
State of Wyoming
Wyoming
$152K
PD
324
Point72 (DIFC)
United Arab Emirates
$144K
PS
325
Pinney & Scofield
Massachusetts
$142K