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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 %
ITFISA
276
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$215K +$79.1K +700 +58%
QCM
277
Quantinno Capital Management
New York
$214K +$214K +1,895 New
EIG
278
Ellenbecker Investment Group
Wisconsin
$212K +$212K +1,874 New
OIA
279
OneDigital Investment Advisors
Kansas
$210K +$210K +1,858 New
HighTower Advisors
280
HighTower Advisors
Illinois
$201K +$201K +1,778 New
AIM
281
Acropolis Investment Management
Missouri
$168K
1IA
282
1620 Investment Advisors
Massachusetts
$162K -$7.9K -70 -5%
Lazard Asset Management
283
Lazard Asset Management
New York
$157K +$4.72K +42 +3%
PS
284
Pinney & Scofield
Massachusetts
$152K +$152K +1,346 New
RS
285
R Squared
Hong Kong
$117K +$117K +1,040 New
SPIA
286
Steward Partners Investment Advisory
New York
$103K +$103K +914 New
CTC
287
Central Trust Company
Missouri
$103K -$23.2K -206 -18%
VWM
288
Venturi Wealth Management
Texas
$95.9K +$95.9K +850 New
PA
289
Parallel Advisors
California
$90.1K +$5.3K +47 +6%
AF
290
Advisornet Financial
Minnesota
$83.3K
MCM
291
MAI Capital Management
Ohio
$75.9K +$75.9K +672 New
CIAM
292
Caitong International Asset Management
Hong Kong
$68.3K +$68.3K +605 New
FHA
293
First Horizon Advisors
Tennessee
$65.6K
C
294
Covestor
United Kingdom
$63K +$14.1K +124 +29%
Osaic Holdings
295
Osaic Holdings
Arizona
$61.6K +$48.4K +1,227 +366%
UFF
296
USA Financial Formulas
Michigan
$54.5K +$30.2K +268 +125%
Fifth Third Bancorp
297
Fifth Third Bancorp
Ohio
$51K +$339 +3 +0.7%
GI
298
GAMMA Investing
California
$46.8K +$9.14K +81 +24%
CI Investments Inc
299
CI Investments Inc
Ontario, Canada
$46K +$46K +404 New
AF
300
Allworth Financial
California
$42.3K -$482 -4 -1%