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UMB Financial

351 hedge funds and large institutions have $5.77B invested in UMB Financial in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 129 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+30
Holders Change %
+9.35%
% of All Funds
4.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
57
Increased
129
Reduced
115
Closed
24
Calls
$1.57M
Puts
$203K
Net Calls
+$1.37M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Shares
Change %
FAG
251
Fortitude Advisory Group
Washington
$328K -$141K -1,247 -30%
Mackenzie Financial
252
Mackenzie Financial
Ontario, Canada
$324K
Janney Montgomery Scott
253
Janney Montgomery Scott
Pennsylvania
$318K -$1.47K -13 -0.5%
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$317K +$33.6K +298 +12%
HNWAG
255
High Net Worth Advisory Group
Florida
$316K
KCM
256
Kornitzer Capital Management
Kansas
$316K
I
257
InceptionR
California
$305K +$305K +2,700 New
QCG
258
Quadrant Capital Group
Ohio
$299K -$8.24K -73 -3%
PAS
259
Park Avenue Securities
New York
$284K +$284K +2,520 New
SC
260
Savant Capital
Illinois
$273K +$3.84K +34 +1%
FT
261
Fiduciary Trust
Massachusetts
$269K +$269K +2,383 New
EWA
262
EP Wealth Advisors
California
$266K +$14.7K +130 +6%
RFC
263
Regions Financial Corp
Alabama
$260K -$1.92K -17 -0.7%
GT
264
Greenleaf Trust
Michigan
$249K -$1.81K -16 -0.7%
HWM
265
HB Wealth Management
Georgia
$243K +$243K +2,157 New
MML Investors Services
266
MML Investors Services
Massachusetts
$238K +$14.5K +128 +6%
Cetera Investment Advisers
267
Cetera Investment Advisers
Illinois
$238K +$238K +2,107 New
Marshall Wace
268
Marshall Wace
United Kingdom
$237K +$237K +2,100 New
CCM
269
Coldstream Capital Management
Washington
$234K -$113 -1 -0%
HFO
270
Heritage Family Offices
Arizona
$232K +$14.1K +125 +6%
AB
271
ANB Bank
Colorado
$228K +$228K +2,021 New
KBC Group
272
KBC Group
Belgium
$226K +$77.8K +690 +53%
Stifel Financial
273
Stifel Financial
Missouri
$219K +$219K +1,938 New
BAG
274
Bridgewealth Advisory Group
California
$218K +$218K +1,938 New
CC
275
Corton Capital
Ontario, Canada
$216K -$64.9K -575 -23%