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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
NMERB
176
New Mexico Educational Retirement Board
New Mexico
$1.46M
AOCA
177
Angel Oak Capital Advisors
Georgia
$1.43M
FWM
178
Fortress Wealth Management
California
$1.34M
CL
179
Choreo LLC
Illinois
$1.33M
Axa
180
Axa
France
$1.27M
Pictet Asset Management
181
Pictet Asset Management
Switzerland
$1.19M
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$1.16M
State Board of Administration of Florida Retirement System
183
State Board of Administration of Florida Retirement System
Florida
$1.14M
AP
184
Atwood & Palmer
Missouri
$1.13M
BCI
185
Brinker Capital Investments
Pennsylvania
$1.13M
Balyasny Asset Management
186
Balyasny Asset Management
Illinois
$1.12M
X
187
Xponance
Pennsylvania
$1.09M
Envestnet Portfolio Solutions
188
Envestnet Portfolio Solutions
Illinois
$1.08M
AI
189
Accredited Investors
Minnesota
$1.05M
MPM
190
Meritage Portfolio Management
Kansas
$1.04M
SCM
191
Sterling Capital Management
North Carolina
$1.03M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
192
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.02M
TRCT
193
Tower Research Capital (TRC)
New York
$1.01M
PAP
194
Persistent Asset Partners
Hong Kong
$988K
SIM
195
SummerHaven Investment Management
Connecticut
$978K
CWM
196
CIBC World Markets
New York
$942K
FC
197
FORA Capital
Florida
$936K
ACM
198
Aquatic Capital Management
Illinois
$934K
VRS
199
Virginia Retirement Systems
Virginia
$927K
SC
200
Savant Capital
Illinois
$898K