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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
OPERF
176
Oregon Public Employees Retirement Fund
Oregon
$1.54M
NMERB
177
New Mexico Educational Retirement Board
New Mexico
$1.46M
AOCA
178
Angel Oak Capital Advisors
Georgia
$1.43M
FWM
179
Fortress Wealth Management
California
$1.34M
CL
180
Choreo LLC
Illinois
$1.33M
Axa
181
Axa
France
$1.27M
Pictet Asset Management
182
Pictet Asset Management
Switzerland
$1.19M
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$1.16M
State Board of Administration of Florida Retirement System
184
State Board of Administration of Florida Retirement System
Florida
$1.14M
AP
185
Atwood & Palmer
Missouri
$1.13M
BCI
186
Brinker Capital Investments
Pennsylvania
$1.13M
Balyasny Asset Management
187
Balyasny Asset Management
Illinois
$1.12M
X
188
Xponance
Pennsylvania
$1.09M
Envestnet Portfolio Solutions
189
Envestnet Portfolio Solutions
Illinois
$1.08M
AI
190
Accredited Investors
Minnesota
$1.05M
MPM
191
Meritage Portfolio Management
Kansas
$1.04M
SCM
192
Sterling Capital Management
North Carolina
$1.03M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
193
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.02M
TRCT
194
Tower Research Capital (TRC)
New York
$1.01M
PAP
195
Persistent Asset Partners
Hong Kong
$988K
SIM
196
SummerHaven Investment Management
Connecticut
$978K
CWM
197
CIBC World Markets
New York
$942K
FC
198
FORA Capital
Florida
$936K
ACM
199
Aquatic Capital Management
Illinois
$934K
VRS
200
Virginia Retirement Systems
Virginia
$927K