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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
+56
Holders Change %
+15.95%
% of All Funds
5.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
111
Increased
191
Reduced
72
Closed
52
Calls
$1.36M
Puts
$288K
Net Calls
+$1.07M
Net Calls Change
-$296K
Name Holding Trade Value Shares
Change
Shares
Change %
TPI
226
Trust Point Inc
Wisconsin
$640K -$248K -2,451 -28%
CIA
227
Concurrent Investment Advisors
Florida
$631K +$631K +6,242 New
DWA
228
Douglass Winthrop Advisors
New York
$624K -$25.3K -250 -4%
GFA
229
Gallagher Fiduciary Advisors
Illinois
$619K +$35.8K +354 +6%
1C
230
111 Capital
France
$596K +$596K +5,897 New
TSS
231
Two Sigma Securities
New York
$596K +$596K +5,893 New
KeyBank National Association
232
KeyBank National Association
Ohio
$588K -$84.9K -840 -13%
VPIM
233
Vanguard Personalized Indexing Management
California
$582K +$130K +1,282 +29%
NA
234
NewEdge Advisors
Louisiana
$570K +$182K +1,803 +47%
Envestnet Portfolio Solutions
235
Envestnet Portfolio Solutions
Illinois
$559K -$48.3K -478 -8%
HighTower Advisors
236
HighTower Advisors
Illinois
$533K +$353K +3,494 +197%
FC
237
Farringdon Capital
United Kingdom
$530K +$530K +5,240 New
SAM
238
Securian Asset Management
Minnesota
$521K +$187K +1,851 +56%
WF
239
Whelan Financial
California
$500K +$500K +4,942 New
KA
240
KLCM Advisors
Wisconsin
$493K +$493K +4,878 New
SCTC
241
Sanibel Captiva Trust Company
Florida
$492K
COI
242
Connable Office Inc
Michigan
$490K +$490K +4,851 New
FRM
243
Fox Run Management
Connecticut
$481K +$481K +4,759 New
IIC
244
Integrated Investment Consultants
Michigan
$481K +$481K +4,753 New
SC
245
Savant Capital
Illinois
$474K +$229K +2,270 +94%
Vontobel Holding
246
Vontobel Holding
Switzerland
$461K -$99.4K -983 -18%
ECM
247
Evergreen Capital Management
Washington
$456K +$456K +4,490 New
QC
248
Quadrature Capital
United Kingdom
$453K +$453K +4,480 New
PP
249
PrairieView Partners
Minnesota
$452K +$452K +4,476 New
Jones Financial Companies
250
Jones Financial Companies
Missouri
$450K -$106K -1,045 -19%