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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
SAM
351
Smartleaf Asset Management
Massachusetts
$29.7K
RIL
352
Rothschild Investment LLC
Illinois
$29.1K
HCA
353
Harbor Capital Advisors
Illinois
$29K
Mitsubishi UFJ Asset Management
354
Mitsubishi UFJ Asset Management
Japan
$28K
RA
355
Rise Advisors
New York
$26.5K
Bessemer Group
356
Bessemer Group
New Jersey
$26K
IA
357
IFP Advisors
Florida
$25.7K
WAS
358
Winch Advisory Services
Wisconsin
$24.7K
FG
359
Fairman Group
Pennsylvania
$23.9K
Northwestern Mutual Wealth Management
360
Northwestern Mutual Wealth Management
Wisconsin
$23.8K
AAP
361
Arax Advisory Partners
Colorado
$23.6K
AF
362
Allworth Financial
California
$20.6K
PTC
363
Private Trust Company
Ohio
$17.7K
CTC
364
Central Trust Company
Missouri
$17.5K
BIG
365
Brooklyn Investment Group
New York
$16.6K
MPWT
366
MassMutual Private Wealth & Trust
Connecticut
$15.2K
LFG
367
Larson Financial Group
Missouri
$14.8K
HFS
368
Hantz Financial Services
Michigan
$11K
ACM
369
Accent Capital Management
Ohio
$10K
HFS
370
Horizon Financial Services
North Carolina
$9.99K
BBHC
371
Brown Brothers Harriman & Co
New York
$9.46K
HNB
372
Huntington National Bank
Ohio
$8.62K
QL
373
Quarry LP
New York
$8.31K
FFA
374
Farther Finance Advisors
California
$8.2K
GRP
375
Global Retirement Partners
California
$7.68K