UMBF icon

UMB Financial

408 hedge funds and large institutions have $8.17B invested in UMB Financial in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 127 increasing their positions, 159 reducing their positions, and 35 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: 127 | Existing positions reduced: 159

Holders
408
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
SAM
226
Securian Asset Management
Minnesota
$591K
WF
227
Whelan Financial
California
$576K
FWP
228
FAS Wealth Partners
Kansas
$571K
KA
229
KLCM Advisors
Wisconsin
$561K
SCTC
230
Sanibel Captiva Trust Company
Florida
$559K
CWM
231
CIBC World Markets
New York
$553K
P
232
&Partners
Tennessee
$550K
COI
233
Connable Office Inc
Michigan
$544K
Mackenzie Financial
234
Mackenzie Financial
Ontario, Canada
$531K
WIM
235
WealthPlan Investment Management
Nebraska
$514K
TPI
236
Trust Point Inc
Wisconsin
$507K
AHL
237
Abel Hall LLC
Louisiana
$502K
PAS
238
Park Avenue Securities
New York
$501K
VCA
239
Verdence Capital Advisors
Maryland
$500K
SAM
240
Stembrook Asset Management
New Jersey
$491K
MFG
241
Merit Financial Group
Georgia
$489K
S
242
SignatureFD
Georgia
$479K
DWA
243
Douglass Winthrop Advisors
New York
$476K
FMII
244
Farmers & Merchants Investments Inc
Nebraska
$467K
ECM
245
Evergreen Capital Management
Washington
$464K
LRPA
246
L. Roy Papp & Associates
Arizona
$464K
Commonwealth Equity Services
247
Commonwealth Equity Services
Massachusetts
$450K
PA
248
Profund Advisors
Maryland
$447K
NEWAS
249
N.E.W. Advisory Services
Wisconsin
$437K
MML Investors Services
250
MML Investors Services
Massachusetts
$434K