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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
M1FG
426
Mach-1 Financial Group
Arkansas
PCM
427
Prelude Capital Management
New York
PWS
428
Precision Wealth Strategies
Missouri
CIM
429
Contravisory Investment Management
Massachusetts
AACP
430
Advantage Alpha Capital Partners
California
BC
431
Bayforest Capital
United Kingdom
AAS
432
Ameritas Advisory Services
Nebraska
Corient Private Wealth
433
Corient Private Wealth
Florida
KWM
434
Kingsview Wealth Management
Oregon
ACM
435
Aster Capital Management
United Arab Emirates
AIM
436
Acropolis Investment Management
Missouri
NICM
437
Neo Ivy Capital Management
New York
VSQM
438
V-Square Quantitative Management
Illinois
TH
439
TCTC Holdings
Texas
OA
440
Operose Advisors
Wisconsin
CIAM
441
Caitong International Asset Management
Hong Kong
QC
442
Quent Capital
New York
MG
443
Mather Group
Illinois
CWC
444
Carolinas Wealth Consulting
North Carolina
SC
445
Stephens Consulting
Michigan
NC
446
NewSquare Capital
Pennsylvania
HCP
447
Hexagon Capital Partners
Arkansas
FPF
448
First Pacific Financial
Washington
GFPC
449
Global Financial Private Client
Florida
Amundi
450
Amundi
France