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UMB Financial

402 hedge funds and large institutions have $8.18B invested in UMB Financial in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 159 increasing their positions, 120 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

6% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 49

0.42% more ownership

Funds ownership: 90.61%91.03% (+0.42%)

1% less funds holding

Funds holding: 406402 (-4)

Holders
402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.02M
Puts
$12K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
226
KLCM Advisors
Wisconsin
$577K
SCTC
227
Sanibel Captiva Trust Company
Florida
$576K
COI
228
Connable Office Inc
Michigan
$574K
M&T Bank
229
M&T Bank
New York
$569K
Vontobel Holding
230
Vontobel Holding
Switzerland
$568K
KeyBank National Association
231
KeyBank National Association
Ohio
$566K
ECM
232
Evergreen Capital Management
Washington
$549K
SOW
233
State of Wyoming
Wyoming
$546K
TPI
234
Trust Point Inc
Wisconsin
$535K
PAS
235
Park Avenue Securities
New York
$518K
MFG
236
Merit Financial Group
Georgia
$516K
DWA
237
Douglass Winthrop Advisors
New York
$490K
FMII
238
Farmers & Merchants Investments Inc
Nebraska
$480K
LRPA
239
L. Roy Papp & Associates
Arizona
$477K
S
240
SignatureFD
Georgia
$476K
NSEDCP
241
NJ State Employees Deferred Compensation Plan
New Jersey
$473K
MML Investors Services
242
MML Investors Services
Massachusetts
$464K
VCA
243
Verdence Capital Advisors
Maryland
$460K
PA
244
Profund Advisors
Maryland
$459K
NEWAS
245
N.E.W. Advisory Services
Wisconsin
$450K
Commonwealth Equity Services
246
Commonwealth Equity Services
Massachusetts
$447K
SC
247
Savant Capital
Illinois
$444K
FNA
248
First National Advisers
Nebraska
$443K
FCT
249
First Community Trust
Iowa
$441K
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
$434K