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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 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
Name Holding Trade Value Shares
Change
Shares
Change %
AF
326
Advisornet Financial
Minnesota
$141K +$210 +2 +0.1%
Lazard Asset Management
327
Lazard Asset Management
New York
$126K -$4.3K -41 -3%
PA
328
Parallel Advisors
California
$125K -$9.15K -87 -7%
A
329
AlphaQuest
New York
$123K
MCM
330
MAI Capital Management
Ohio
$123K +$42.1K +400 +52%
HNB
331
Hilltop National Bank
Wyoming
$105K +$105K +1,001 New
GI
332
GAMMA Investing
California
$93K -$3.89K -37 -4%
MAM
333
Marquette Asset Management
Minnesota
$85.5K
BNP Paribas Asset Management
334
BNP Paribas Asset Management
France
$77K +$77K +728 New
Osaic Holdings
335
Osaic Holdings
Arizona
$73.1K -$4.67M -44,214 -98%
CAM
336
Clarity Asset Management
Iowa
$67.7K
Optiver Holding
337
Optiver Holding
Netherlands
$61.9K +$11.7K +111 +23%
BTI
338
Blue Trust Inc
Georgia
$60.6K +$6.73K +64 +13%
FHA
339
First Horizon Advisors
Tennessee
$60.2K -$2.1K -20 -3%
PS
340
Principal Securities
Iowa
$58K +$46.9K +446 +421%
C
341
Covestor
United Kingdom
$57K +$10.4K +100 +22%
Fifth Third Bancorp
342
Fifth Third Bancorp
Ohio
$56.9K -$8.73K -83 -13%
VCM
343
Versant Capital Management
Arizona
$52.1K -$315 -3 -0.6%
CI Investments Inc
344
CI Investments Inc
Ontario, Canada
$52K +$14.5K +138 +39%
EWA
345
EverSource Wealth Advisors
Alabama
$42.6K +$28.1K +267 +193%
PMFA
346
Plante Moran Financial Advisors
Michigan
$36.4K +$36.4K +346 New
BAMF
347
BI Asset Management Fondsmaeglerselskab
Denmark
$36K
Nomura Asset Management
348
Nomura Asset Management
Japan
$31.5K
CSB
349
City State Bank
Iowa
$31.5K
ME
350
McIlrath & Eck
Washington
$30.6K