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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
SC
201
Savant Capital
Illinois
$898K
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$889K
OSAM
203
O'Shaughnessy Asset Management
Connecticut
$888K
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
$887K
SOADOR
205
State of Alaska Department of Revenue
Alaska
$843K
CCB
206
Country Club Bank
Missouri
$841K
IWM
207
IHT Wealth Management
Illinois
$825K
CWMK
208
Caliber Wealth Management (Kansas)
Kansas
$814K
GFA
209
Gallagher Fiduciary Advisors
Illinois
$791K
KCPG
210
Kavar Capital Partners Group
Kansas
$778K
IC
211
IEQ Capital
California
$765K
CP
212
CenterBook Partners
Connecticut
$760K
FC
213
Farringdon Capital
United Kingdom
$757K
OQS
214
Occudo Quantitative Strategies
Florida
$748K
HighTower Advisors
215
HighTower Advisors
Illinois
$742K
Cambridge Investment Research Advisors
216
Cambridge Investment Research Advisors
Iowa
$728K
State of Wisconsin Investment Board
217
State of Wisconsin Investment Board
Wisconsin
$722K
FCBT
218
First Citizens Bank & Trust
North Carolina
$694K
CIA
219
Concurrent Investment Advisors
Florida
$659K
VPIM
220
Vanguard Personalized Indexing Management
California
$624K
DWA
221
Douglass Winthrop Advisors
New York
$613K
EWA
222
EP Wealth Advisors
California
$589K
BAM
223
Bayview Asset Management
Florida
$578K
NA
224
NewEdge Advisors
Louisiana
$575K
SAM
225
Securian Asset Management
Minnesota
$572K