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UMB Financial

399 hedge funds and large institutions have $8.2B invested in UMB Financial in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 161 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 50

0.59% more ownership

Funds ownership: 90.63%91.22% (+0.59%)

2% less funds holding

Funds holding: 406399 (-7)

Holders
399
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
AACP
301
Advantage Alpha Capital Partners
California
$220K
RWM
302
Ritholtz Wealth Management
New York
$218K
JFA
303
JNBA Financial Advisors
Minnesota
$218K
HFO
304
Heritage Family Offices
Arizona
$217K
MF
305
Magnetar Financial
Illinois
$214K
UCFA
306
United Capital Financial Advisors
Texas
$207K
AHL
307
Abel Hall LLC
Louisiana
$202K
BAM
308
Blueshift Asset Management
New Jersey
$202K
A
309
AlphaQuest
New York
$193K
BC
310
Bayforest Capital
United Kingdom
$173K
HFS
311
Hantz Financial Services
Michigan
$171K
RIL
312
Rothschild Investment LLC
Illinois
$168K
PS
313
Pinney & Scofield
Massachusetts
$159K
AF
314
Advisornet Financial
Minnesota
$159K
PA
315
Parallel Advisors
California
$142K
GI
316
GAMMA Investing
California
$136K
HNB
317
Hilltop National Bank
Wyoming
$118K
1IA
318
1620 Investment Advisors
Massachusetts
$116K
MCM
319
MAI Capital Management
Ohio
$115K
SAM
320
Shell Asset Management
Netherlands
$111K
Rockefeller Capital Management
321
Rockefeller Capital Management
New York
$102K
MAM
322
Marquette Asset Management
Minnesota
$96.2K
DB
323
Danske Bank
Denmark
$95.9K
C
324
Covestor
United Kingdom
$94K
SAM
325
Smartleaf Asset Management
Massachusetts
$89.1K