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UMB Financial

405 hedge funds and large institutions have $8.16B invested in UMB Financial in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 126 increasing their positions, 158 reducing their positions, and 36 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: 126 | Existing positions reduced: 158

Holders
405
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
UCFA
301
United Capital Financial Advisors
Texas
$212K
JFA
302
JNBA Financial Advisors
Minnesota
$212K
BHCM
303
Brevan Howard Capital Management
Jersey
$209K
AWM
304
Aprio Wealth Management
Georgia
$208K
ECA
305
Elevated Capital Advisors
Utah
$192K
SOW
306
State of Wyoming
Wyoming
$192K
Rockefeller Capital Management
307
Rockefeller Capital Management
New York
$187K
AF
308
Advisornet Financial
Minnesota
$158K
GI
309
GAMMA Investing
California
$158K
PS
310
Pinney & Scofield
Massachusetts
$155K
HI
311
Horizon Investments
North Carolina
$154K
ETC
312
Exchange Traded Concepts
Oklahoma
$154K
BC
313
Bayforest Capital
United Kingdom
$152K
DB
314
Danske Bank
Denmark
$151K
Los Angeles Capital Management
315
Los Angeles Capital Management
California
$150K
PA
316
Parallel Advisors
California
$140K
QT
317
Quantbot Technologies
New York
$139K
A
318
AlphaQuest
New York
$135K
C
319
Covestor
United Kingdom
$131K
BNP Paribas Asset Management
320
BNP Paribas Asset Management
France
$126K
1IA
321
1620 Investment Advisors
Massachusetts
$113K
MCM
322
MAI Capital Management
Ohio
$107K
SAM
323
Smartleaf Asset Management
Massachusetts
$104K
HNB
324
Hilltop National Bank
Wyoming
$101K
MAM
325
Marquette Asset Management
Minnesota
$95K