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UMB Financial

405 hedge funds and large institutions have $8.16B invested in UMB Financial in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 126 increasing their positions, 158 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

20% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 158

Holders
405
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.09M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WF
226
Whelan Financial
California
$576K
FWP
227
FAS Wealth Partners
Kansas
$571K
KA
228
KLCM Advisors
Wisconsin
$561K
SCTC
229
Sanibel Captiva Trust Company
Florida
$559K
CWM
230
CIBC World Markets
New York
$553K
P
231
&Partners
Tennessee
$550K
COI
232
Connable Office Inc
Michigan
$544K
Mackenzie Financial
233
Mackenzie Financial
Ontario, Canada
$531K
WIM
234
WealthPlan Investment Management
Nebraska
$514K
TPI
235
Trust Point Inc
Wisconsin
$507K
AHL
236
Abel Hall LLC
Louisiana
$502K
PAS
237
Park Avenue Securities
New York
$501K
VCA
238
Verdence Capital Advisors
Maryland
$500K
SAM
239
Stembrook Asset Management
New Jersey
$491K
MFG
240
Merit Financial Group
Georgia
$489K
S
241
SignatureFD
Georgia
$479K
DWA
242
Douglass Winthrop Advisors
New York
$476K
FMII
243
Farmers & Merchants Investments Inc
Nebraska
$467K
ECM
244
Evergreen Capital Management
Washington
$464K
LRPA
245
L. Roy Papp & Associates
Arizona
$464K
Commonwealth Equity Services
246
Commonwealth Equity Services
Massachusetts
$450K
PA
247
Profund Advisors
Maryland
$447K
NEWAS
248
N.E.W. Advisory Services
Wisconsin
$437K
MML Investors Services
249
MML Investors Services
Massachusetts
$434K
TSS
250
Two Sigma Securities
New York
$432K