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UMB Financial

408 hedge funds and large institutions have $8.17B invested in UMB Financial in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 127 increasing their positions, 159 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

20% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 159

Holders
408
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
$2.09M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PE
276
PCM Encore
Colorado
$280K
SCM
277
Shelton Capital Management
Colorado
$278K
ITFISA
278
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$276K
1832 Asset Management
279
1832 Asset Management
Ontario, Canada
$276K
CCM
280
Coldstream Capital Management
Washington
$276K
AssetMark Inc
281
AssetMark Inc
California
$275K
GT
282
Greenleaf Trust
Michigan
$272K
KFAS
283
Keating Financial Advisory Services
Kansas
$272K
ECM
284
Everence Capital Management
Indiana
$267K
CIBC Asset Management
285
CIBC Asset Management
Ontario, Canada
$262K
KBC Group
286
KBC Group
Belgium
$257K
RFC
287
Regions Financial Corp
Alabama
$249K
HAG
288
HighPoint Advisor Group
Illinois
$249K
ACA
289
Aptus Capital Advisors
Alabama
$246K
EH
290
Equitable Holdings
New York
$245K
Amundi
291
Amundi
France
$240K
ATPW
292
Ashton Thomas Private Wealth
Arizona
$240K
HFS
293
Hantz Financial Services
Michigan
$238K
Janney Montgomery Scott
294
Janney Montgomery Scott
Pennsylvania
$235K
BRWA
295
B. Riley Wealth Advisors
Florida
$234K
PAM
296
Panagora Asset Management
Massachusetts
$234K
GWANC
297
Guardian Wealth Advisors (North Carolina)
North Carolina
$231K
APP
298
Avantax Planning Partners
Iowa
$228K
SA
299
Sanctuary Advisors
Indiana
$227K
BAG
300
Bridgewealth Advisory Group
California
$223K