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UMB Financial
UMBF

Overview Fund Activity

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

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$157M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$233M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$145M
4
Vanguard Group
Vanguard Group
Pennsylvania
$827M
5
ClearBridge Investments
ClearBridge Investments
New York
$39M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$117M
2
FGP
Freestone Grove Partners
California
$0
3
ZIG
Zurich Insurance Group
Switzerland
$0
4
Millennium Management
Millennium Management
New York
$15.7M
5
Holocene Advisors
Holocene Advisors
New York
$4.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
376
Key Financial Inc
Pennsylvania
$6.63K – – –
HWM
377
Hemington Wealth Management
Virginia
$6K +$476 +5 +9%
HWA
378
HHM Wealth Advisors
Tennessee
$5.89K – – –
JWA
379
JFS Wealth Advisors
Pennsylvania
$5.78K – – –
GWM
380
Geneos Wealth Management
Colorado
$5.47K -$526 -5 -9%
HIM
381
Hillsdale Investment Management
Ontario, Canada
$5.26K -$1.05K -10 -17%
FIA
382
FNY Investment Advisers
New York
$5K +$5K +50 New
MCM
383
Manchester Capital Management
Vermont
$3.79K – – –
PWMG
384
Private Wealth Management Group
New Jersey
$3.68K – – –
GM
385
GeoWealth Management
Illinois
$3.58K -$316 -3 -8%
PFBT
386
Parkside Financial Bank & Trust
Missouri
$2.31K -$1.05K -10 -31%
BIA
387
Bell Investment Advisors
California
$2.31K – – –
FFO
388
Fortitude Family Office
Arizona
$2.31K +$2.31K +22 New
SWM
389
Spire Wealth Management
Virginia
$2.1K – – –
NS
390
NBC Securities
Alabama
$2K – – –
CAL
391
Capital Advisors Ltd
Ohio
$2K – – –
BF
392
BOK Financial
Oklahoma
$1.79K – – –
DPW
393
DiNuzzo Private Wealth
Pennsylvania
$1.37K – – –
RS
394
Rakuten Securities
Japan
$1.26K -$316 -3 -20%
PWA
395
Physician Wealth Advisors
Utah
$1.26K +$1.26K +12 New
TWD
396
True Wealth Design
Ohio
$947 +$631 +6 +200%
HIA
397
HFM Investment Advisors
New Jersey
$526 +$421 +4 +400%
TPWA
398
Twin Peaks Wealth Advisors
California
$458 +$458 +4 New
BHWM
399
Bay Harbor Wealth Management
Maryland
$421 +$316 +3 +300%
RWM
400
Rialto Wealth Management
New York
$316 +$316 +3 New
14 15
16
17 18