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UMB Financial

407 hedge funds and large institutions have $6.7B invested in UMB Financial in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 191 increasing their positions, 72 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+56
Holders Change %
+15.95%
% of All Funds
5.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
111
Increased
191
Reduced
72
Closed
52
Calls
$1.36M
Puts
$288K
Net Calls
+$1.07M
Net Calls Change
-$296K
Name Holding Trade Value Shares
Change
Shares
Change %
M1FG
276
Mach-1 Financial Group
Arkansas
$346K +$346K +3,426 New
II
277
Inspire Investing
Idaho
$344K -$14.5K -143 -4%
KHC
278
Koesten Hirschmann & Crabtree
Kansas
$342K
KBC Group
279
KBC Group
Belgium
$341K +$139K +1,372 +68%
MC
280
Moors & Cabot
Massachusetts
$333K +$333K +3,296 New
EH
281
Equitable Holdings
New York
$333K +$333K +3,289 New
Public Employees Retirement Association of Colorado
282
Public Employees Retirement Association of Colorado
Colorado
$325K
PCM
283
Prelude Capital Management
New York
$320K +$320K +3,170 New
LA
284
LexAurum Advisors
Kansas
$316K +$202 +2 +0.1%
QCM
285
Quantinno Capital Management
New York
$310K +$118K +1,170 +62%
FC
286
FORA Capital
Florida
$307K +$307K +3,036 New
SPIA
287
Steward Partners Investment Advisory
New York
$306K +$214K +2,117 +232%
ES
288
ETF Store
Kansas
$294K
CIBC Private Wealth Group
289
CIBC Private Wealth Group
Georgia
$293K -$19.1K -220 -6%
PWS
290
Precision Wealth Strategies
Missouri
$293K +$293K +2,897 New
Janney Montgomery Scott
291
Janney Montgomery Scott
Pennsylvania
$290K +$5.35K +53 +2%
HNWAG
292
High Net Worth Advisory Group
Florida
$283K
KCM
293
Kornitzer Capital Management
Kansas
$283K
FFM
294
Forum Financial Management
Illinois
$274K +$274K +2,713 New
AssetMark Inc
295
AssetMark Inc
California
$274K -$34.8K -344 -11%
APP
296
Avantax Planning Partners
Iowa
$273K +$273K +2,703 New
CIM
297
Contravisory Investment Management
Massachusetts
$260K +$260K +2,571 New
PCIA
298
Prime Capital Investment Advisors
Kansas
$258K +$258K +2,548 New
GT
299
Greenleaf Trust
Michigan
$255K +$32.6K +322 +15%
ACA
300
Aptus Capital Advisors
Alabama
$255K +$255K +2,525 New