UMBF icon

UMB Financial

405 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, 143 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
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
RWM
401
Rialto Wealth Management
New York
$316
PWM
402
Parkworth Wealth Management
California
$210
TFM
403
TFC Financial Management
Massachusetts
$106
TIM
404
Tortoise Investment Management
New York
$105
1IA
405
1620 Investment Advisors
Massachusetts
$75
FGP
406
Freestone Grove Partners
California
ZIG
407
Zurich Insurance Group
Switzerland
CF
408
Corebridge Financial
Texas
Voloridge Investment Management
409
Voloridge Investment Management
Florida
FCI
410
Financial Counselors Inc
Kansas
BCM
411
Bridgeway Capital Management
Texas
Jacobs Levy Equity Management
412
Jacobs Levy Equity Management
New Jersey
Mercer Global Advisors
413
Mercer Global Advisors
Colorado
Assenagon Asset Management
414
Assenagon Asset Management
Luxembourg
WAM
415
Wolverine Asset Management
Illinois
Robeco Institutional Asset Management
416
Robeco Institutional Asset Management
Netherlands
HSA
417
Hussman Strategic Advisors
Maryland
CL
418
CSS LLC
Illinois
CPC
419
Cookson Peirce & Co
Pennsylvania
B
420
Bailard
California
TSS
421
Two Sigma Securities
New York
FRM
422
Fox Run Management
Connecticut
QC
423
Quadrature Capital
United Kingdom
USAA
424
United Services Automobile Association
Texas
PCM
425
Polymer Capital Management
New York