UMBF icon

UMB Financial

403 hedge funds and large institutions have $8.19B 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: 90.66%91.08% (+0.42%)

1% less funds holding

Funds holding: 407403 (-4)

Holders
403
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
MC
276
Moors & Cabot
Massachusetts
$313K
HNW
277
High Note Wealth
Minnesota
$313K
AUB
278
Atlantic Union Bankshares
Virginia
$295K
FAFN
279
First Affirmative Financial Network
Colorado
$291K
Mercer Global Advisors
280
Mercer Global Advisors
Colorado
$291K
SCM
281
Shelton Capital Management
Colorado
$286K
GT
282
Greenleaf Trust
Michigan
$284K
XT
283
XTX Topco
Cayman Islands
$280K
ACA
284
Aptus Capital Advisors
Alabama
$279K
ECM
285
Everence Capital Management
Indiana
$275K
CIBC Asset Management
286
CIBC Asset Management
Ontario, Canada
$270K
HAG
287
HighPoint Advisor Group
Illinois
$269K
TSS
288
Two Sigma Securities
New York
$268K
APP
289
Avantax Planning Partners
Iowa
$265K
KBC Group
290
KBC Group
Belgium
$264K
GWANC
291
Guardian Wealth Advisors (North Carolina)
North Carolina
$264K
RFC
292
Regions Financial Corp
Alabama
$262K
EH
293
Equitable Holdings
New York
$253K
Janney Montgomery Scott
294
Janney Montgomery Scott
Pennsylvania
$248K
BRWA
295
B. Riley Wealth Advisors
Florida
$242K
PAM
296
Panagora Asset Management
Massachusetts
$240K
ATPW
297
Ashton Thomas Private Wealth
Arizona
$239K
SA
298
Sanctuary Advisors
Indiana
$233K
BAG
299
Bridgewealth Advisory Group
California
$229K
FC
300
Farringdon Capital
United Kingdom
$228K