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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 %
PWM
401
Parkworth Wealth Management
California
$210
TFM
402
TFC Financial Management
Massachusetts
$106
TIM
403
Tortoise Investment Management
New York
$105 +$105 +1 New
1IA
404
1620 Investment Advisors
Massachusetts
$75 -$7.02K -1,029 -99%
FGP
405
Freestone Grove Partners
California
-$75.8M -749,507 Closed
ZIG
406
Zurich Insurance Group
Switzerland
-$47M -464,699 Closed
CF
407
Corebridge Financial
Texas
-$10.9M -108,116 Closed
Voloridge Investment Management
408
Voloridge Investment Management
Florida
-$9.83M -97,196 Closed
FCI
409
Financial Counselors Inc
Kansas
-$5.19M -51,293 Closed
BCM
410
Bridgeway Capital Management
Texas
-$3.16M -31,305 Closed
Jacobs Levy Equity Management
411
Jacobs Levy Equity Management
New Jersey
-$3.15M -31,196 Closed
Mercer Global Advisors
412
Mercer Global Advisors
Colorado
-$2.85M -28,219 Closed
Assenagon Asset Management
413
Assenagon Asset Management
Luxembourg
-$2.5M -24,705 Closed
WAM
414
Wolverine Asset Management
Illinois
-$2.4M -23,757 Closed
Robeco Institutional Asset Management
415
Robeco Institutional Asset Management
Netherlands
-$1.29M -12,725 Closed
HSA
416
Hussman Strategic Advisors
Maryland
-$1.06M -10,500 Closed
CL
417
CSS LLC
Illinois
-$780K -7,719 Closed
CPC
418
Cookson Peirce & Co
Pennsylvania
-$745K -7,367 Closed
B
419
Bailard
California
-$720K -7,123 Closed
TSS
420
Two Sigma Securities
New York
-$596K -5,893 Closed
FRM
421
Fox Run Management
Connecticut
-$481K -4,759 Closed
QC
422
Quadrature Capital
United Kingdom
-$453K -4,480 Closed
USAA
423
United Services Automobile Association
Texas
-$431K -4,301 Closed
PCM
424
Polymer Capital Management
New York
-$404K -3,998 Closed
OR
425
Olympiad Research
Connecticut
-$355K -3,508 Closed