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UMB Financial

394 hedge funds and large institutions have $8.2B invested in UMB Financial in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 159 increasing their positions, 116 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

0.56% more ownership

Funds ownership: 90.63%91.19% (+0.56%)

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

3% less funds holding

Funds holding: 405394 (-11)

Holders
394
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
FAFN
276
First Affirmative Financial Network
Colorado
$291K
Mercer Global Advisors
277
Mercer Global Advisors
Colorado
$291K
SCM
278
Shelton Capital Management
Colorado
$286K
GT
279
Greenleaf Trust
Michigan
$284K
XT
280
XTX Topco
Cayman Islands
$280K
ACA
281
Aptus Capital Advisors
Alabama
$279K
ECM
282
Everence Capital Management
Indiana
$275K
CIBC Asset Management
283
CIBC Asset Management
Ontario, Canada
$270K
HAG
284
HighPoint Advisor Group
Illinois
$269K
TSS
285
Two Sigma Securities
New York
$268K
APP
286
Avantax Planning Partners
Iowa
$265K
GWANC
287
Guardian Wealth Advisors (North Carolina)
North Carolina
$264K
RFC
288
Regions Financial Corp
Alabama
$262K
EH
289
Equitable Holdings
New York
$253K
Janney Montgomery Scott
290
Janney Montgomery Scott
Pennsylvania
$248K
BRWA
291
B. Riley Wealth Advisors
Florida
$242K
PAM
292
Panagora Asset Management
Massachusetts
$240K
ATPW
293
Ashton Thomas Private Wealth
Arizona
$239K
BAG
294
Bridgewealth Advisory Group
California
$229K
FC
295
Farringdon Capital
United Kingdom
$228K
ITFISA
296
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$225K
EIG
297
Ellenbecker Investment Group
Wisconsin
$222K
AACP
298
Advantage Alpha Capital Partners
California
$220K
RWM
299
Ritholtz Wealth Management
New York
$218K
JFA
300
JNBA Financial Advisors
Minnesota
$218K