UMBF icon

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
KFI
376
Key Financial Inc
Pennsylvania
$6.63K
HWM
377
Hemington Wealth Management
Virginia
$6K
HWA
378
HHM Wealth Advisors
Tennessee
$5.89K
JWA
379
JFS Wealth Advisors
Pennsylvania
$5.78K
GWM
380
Geneos Wealth Management
Colorado
$5.47K
HIM
381
Hillsdale Investment Management
Ontario, Canada
$5.26K
FIA
382
FNY Investment Advisers
New York
$5K
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
PFBT
386
Parkside Financial Bank & Trust
Missouri
$2.31K
BIA
387
Bell Investment Advisors
California
$2.31K
FFO
388
Fortitude Family Office
Arizona
$2.31K
SWM
389
Spire Wealth Management
Virginia
$2.1K
CAL
390
Capital Advisors Ltd
Ohio
$2K
NS
391
NBC Securities
Alabama
$2K
BF
392
BOK Financial
Oklahoma
$1.79K
DPW
393
DiNuzzo Private Wealth
Pennsylvania
$1.37K
RS
394
Rakuten Securities
Japan
$1.26K
PWA
395
Physician Wealth Advisors
Utah
$1.26K
TWD
396
True Wealth Design
Ohio
$947
HIA
397
HFM Investment Advisors
New Jersey
$526
TPWA
398
Twin Peaks Wealth Advisors
California
$458
BHWM
399
Bay Harbor Wealth Management
Maryland
$421
RWM
400
Rialto Wealth Management
New York
$316