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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
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$889K
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$888K
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$887K
SOADOR
204
State of Alaska Department of Revenue
Alaska
$843K
CCB
205
Country Club Bank
Missouri
$841K
IWM
206
IHT Wealth Management
Illinois
$825K
CWMK
207
Caliber Wealth Management (Kansas)
Kansas
$814K
GFA
208
Gallagher Fiduciary Advisors
Illinois
$791K
KCPG
209
Kavar Capital Partners Group
Kansas
$778K
IC
210
IEQ Capital
California
$765K
CP
211
CenterBook Partners
Connecticut
$760K
FC
212
Farringdon Capital
United Kingdom
$757K
OQS
213
Occudo Quantitative Strategies
Florida
$748K
HighTower Advisors
214
HighTower Advisors
Illinois
$742K
Cambridge Investment Research Advisors
215
Cambridge Investment Research Advisors
Iowa
$728K
State of Wisconsin Investment Board
216
State of Wisconsin Investment Board
Wisconsin
$722K
FCBT
217
First Citizens Bank & Trust
North Carolina
$694K
CIA
218
Concurrent Investment Advisors
Florida
$659K
VPIM
219
Vanguard Personalized Indexing Management
California
$624K
DWA
220
Douglass Winthrop Advisors
New York
$613K
EWA
221
EP Wealth Advisors
California
$589K
BAM
222
Bayview Asset Management
Florida
$578K
NA
223
NewEdge Advisors
Louisiana
$575K
SAM
224
Securian Asset Management
Minnesota
$572K
EGM
225
Engineers Gate Manager
New York
$553K