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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
PWM
401
Parkworth Wealth Management
California
$210
TFM
402
TFC Financial Management
Massachusetts
$106
TIM
403
Tortoise Investment Management
New York
$105
1IA
404
1620 Investment Advisors
Massachusetts
$75
FGP
405
Freestone Grove Partners
California
ZIG
406
Zurich Insurance Group
Switzerland
CF
407
Corebridge Financial
Texas
Voloridge Investment Management
408
Voloridge Investment Management
Florida
FCI
409
Financial Counselors Inc
Kansas
BCM
410
Bridgeway Capital Management
Texas
Jacobs Levy Equity Management
411
Jacobs Levy Equity Management
New Jersey
Mercer Global Advisors
412
Mercer Global Advisors
Colorado
Assenagon Asset Management
413
Assenagon Asset Management
Luxembourg
WAM
414
Wolverine Asset Management
Illinois
Robeco Institutional Asset Management
415
Robeco Institutional Asset Management
Netherlands
HSA
416
Hussman Strategic Advisors
Maryland
CL
417
CSS LLC
Illinois
CPC
418
Cookson Peirce & Co
Pennsylvania
B
419
Bailard
California
TSS
420
Two Sigma Securities
New York
FRM
421
Fox Run Management
Connecticut
QC
422
Quadrature Capital
United Kingdom
USAA
423
United Services Automobile Association
Texas
PCM
424
Polymer Capital Management
New York
OR
425
Olympiad Research
Connecticut