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UMB Financial

407 hedge funds and large institutions have $6.7B invested in UMB Financial in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 191 increasing their positions, 72 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
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
$1.36M
Puts
$288K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPI
226
Trust Point Inc
Wisconsin
$640K
CIA
227
Concurrent Investment Advisors
Florida
$631K
DWA
228
Douglass Winthrop Advisors
New York
$624K
GFA
229
Gallagher Fiduciary Advisors
Illinois
$619K
1C
230
111 Capital
France
$596K
TSS
231
Two Sigma Securities
New York
$596K
KeyBank National Association
232
KeyBank National Association
Ohio
$588K
VPIM
233
Vanguard Personalized Indexing Management
California
$582K
NA
234
NewEdge Advisors
Louisiana
$570K
Envestnet Portfolio Solutions
235
Envestnet Portfolio Solutions
Illinois
$559K
HighTower Advisors
236
HighTower Advisors
Illinois
$533K
FC
237
Farringdon Capital
United Kingdom
$530K
SAM
238
Securian Asset Management
Minnesota
$521K
WF
239
Whelan Financial
California
$500K
KA
240
KLCM Advisors
Wisconsin
$493K
SCTC
241
Sanibel Captiva Trust Company
Florida
$492K
COI
242
Connable Office Inc
Michigan
$490K
FRM
243
Fox Run Management
Connecticut
$481K
IIC
244
Integrated Investment Consultants
Michigan
$481K
SC
245
Savant Capital
Illinois
$474K
Vontobel Holding
246
Vontobel Holding
Switzerland
$461K
ECM
247
Evergreen Capital Management
Washington
$456K
QC
248
Quadrature Capital
United Kingdom
$453K
PP
249
PrairieView Partners
Minnesota
$452K
Jones Financial Companies
250
Jones Financial Companies
Missouri
$450K