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UMB Financial

394 hedge funds and large institutions have $8.2B invested in UMB Financial in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 159 increasing their positions, 116 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: $ → $

0.56% more ownership

Funds ownership: 90.63%91.19% (+0.56%)

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

3% less funds holding

Funds holding: 405394 (-11)

Holders
394
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
HFO
301
Heritage Family Offices
Arizona
$217K
MF
302
Magnetar Financial
Illinois
$214K
UCFA
303
United Capital Financial Advisors
Texas
$207K
AHL
304
Abel Hall LLC
Louisiana
$202K
BAM
305
Blueshift Asset Management
New Jersey
$202K
A
306
AlphaQuest
New York
$193K
BC
307
Bayforest Capital
United Kingdom
$173K
HFS
308
Hantz Financial Services
Michigan
$171K
RIL
309
Rothschild Investment LLC
Illinois
$168K
PS
310
Pinney & Scofield
Massachusetts
$159K
AF
311
Advisornet Financial
Minnesota
$159K
PA
312
Parallel Advisors
California
$142K
GI
313
GAMMA Investing
California
$136K
HNB
314
Hilltop National Bank
Wyoming
$118K
1IA
315
1620 Investment Advisors
Massachusetts
$116K
MCM
316
MAI Capital Management
Ohio
$115K
SAM
317
Shell Asset Management
Netherlands
$111K
Rockefeller Capital Management
318
Rockefeller Capital Management
New York
$102K
MAM
319
Marquette Asset Management
Minnesota
$96.2K
DB
320
Danske Bank
Denmark
$95.9K
C
321
Covestor
United Kingdom
$94K
SAM
322
Smartleaf Asset Management
Massachusetts
$89.1K
BNP Paribas Asset Management
323
BNP Paribas Asset Management
France
$89K
WANY
324
Wealthspire Advisors (New York)
New York
$82.5K
PS
325
Principal Securities
Iowa
$79.9K