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UMB Financial

402 hedge funds and large institutions have $8.18B invested in UMB Financial in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 159 increasing their positions, 120 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

6% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 49

0.42% more ownership

Funds ownership: 90.61%91.03% (+0.42%)

1% less funds holding

Funds holding: 406402 (-4)

Holders
402
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
HNW
276
High Note Wealth
Minnesota
$313K
AUB
277
Atlantic Union Bankshares
Virginia
$295K
FAFN
278
First Affirmative Financial Network
Colorado
$291K
Mercer Global Advisors
279
Mercer Global Advisors
Colorado
$291K
SCM
280
Shelton Capital Management
Colorado
$286K
GT
281
Greenleaf Trust
Michigan
$284K
XT
282
XTX Topco
Cayman Islands
$280K
ACA
283
Aptus Capital Advisors
Alabama
$279K
ECM
284
Everence Capital Management
Indiana
$275K
CIBC Asset Management
285
CIBC Asset Management
Ontario, Canada
$270K
HAG
286
HighPoint Advisor Group
Illinois
$269K
TSS
287
Two Sigma Securities
New York
$268K
APP
288
Avantax Planning Partners
Iowa
$265K
KBC Group
289
KBC Group
Belgium
$264K
GWANC
290
Guardian Wealth Advisors (North Carolina)
North Carolina
$264K
RFC
291
Regions Financial Corp
Alabama
$262K
EH
292
Equitable Holdings
New York
$253K
Janney Montgomery Scott
293
Janney Montgomery Scott
Pennsylvania
$248K
BRWA
294
B. Riley Wealth Advisors
Florida
$242K
PAM
295
Panagora Asset Management
Massachusetts
$240K
ATPW
296
Ashton Thomas Private Wealth
Arizona
$239K
SA
297
Sanctuary Advisors
Indiana
$233K
BAG
298
Bridgewealth Advisory Group
California
$229K
FC
299
Farringdon Capital
United Kingdom
$228K
ITFISA
300
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$225K