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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
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
$1.36M
Puts
$288K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M1FG
276
Mach-1 Financial Group
Arkansas
$346K
II
277
Inspire Investing
Idaho
$344K
KHC
278
Koesten Hirschmann & Crabtree
Kansas
$342K
KBC Group
279
KBC Group
Belgium
$341K
MC
280
Moors & Cabot
Massachusetts
$333K
EH
281
Equitable Holdings
New York
$333K
Public Employees Retirement Association of Colorado
282
Public Employees Retirement Association of Colorado
Colorado
$325K
PCM
283
Prelude Capital Management
New York
$320K
LA
284
LexAurum Advisors
Kansas
$316K
QCM
285
Quantinno Capital Management
New York
$310K
FC
286
FORA Capital
Florida
$307K
SPIA
287
Steward Partners Investment Advisory
New York
$306K
ES
288
ETF Store
Kansas
$294K
CIBC Private Wealth Group
289
CIBC Private Wealth Group
Georgia
$293K
PWS
290
Precision Wealth Strategies
Missouri
$293K
Janney Montgomery Scott
291
Janney Montgomery Scott
Pennsylvania
$290K
HNWAG
292
High Net Worth Advisory Group
Florida
$283K
KCM
293
Kornitzer Capital Management
Kansas
$283K
FFM
294
Forum Financial Management
Illinois
$274K
AssetMark Inc
295
AssetMark Inc
California
$274K
APP
296
Avantax Planning Partners
Iowa
$273K
CIM
297
Contravisory Investment Management
Massachusetts
$260K
PCIA
298
Prime Capital Investment Advisors
Kansas
$258K
GT
299
Greenleaf Trust
Michigan
$255K
ACA
300
Aptus Capital Advisors
Alabama
$255K