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UMB Financial

351 hedge funds and large institutions have $5.77B invested in UMB Financial in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 129 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+30
Holders Change %
+9.35%
% of All Funds
4.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
57
Increased
129
Reduced
115
Closed
24
Calls
$1.57M
Puts
$203K
Net Calls
+$1.37M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
301
FLP Wealth Management
Arkansas
$35.9K +$35.9K +318 New
Nomura Asset Management
302
Nomura Asset Management
Japan
$33.9K
CSB
303
City State Bank
Iowa
$33.9K
LC
304
Lindbrook Capital
California
$29.1K -$790 -7 -3%
AAP
305
Arax Advisory Partners
Colorado
$28.7K
RA
306
Rise Advisors
New York
$28.2K +$113 +1 +0.4%
VSQM
307
V-Square Quantitative Management
Illinois
$27.4K
HCA
308
Harbor Capital Advisors
Illinois
$23K +$2.69K +24 +13%
Bessemer Group
309
Bessemer Group
New Jersey
$20K +$5.73K +51 +40%
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$16.8K +$2.37K +21 +16%
SAM
311
Smartleaf Asset Management
Massachusetts
$16.3K +$4.18K +37 +35%
EWA
312
EverSource Wealth Advisors
Alabama
$14.4K +$3.84K +34 +36%
ACM
313
Aster Capital Management
United Arab Emirates
$12.6K +$12.6K +112 New
PS
314
Principal Securities
Iowa
$12K +$1.24K +11 +12%
PTC
315
Private Trust Company
Ohio
$11.9K
TH
316
TCTC Holdings
Texas
$11.5K +$11.5K +102 New
ACM
317
Accent Capital Management
Ohio
$10.8K
QC
318
Quent Capital
New York
$9.26K
FFA
319
Farther Finance Advisors
California
$7.11K -$1.13K -10 -14%
KFI
320
Key Financial Inc
Pennsylvania
$7.11K
MPWT
321
MassMutual Private Wealth & Trust
Connecticut
$7.11K +$339 +3 +5%
VCM
322
Versant Capital Management
Arizona
$7K +$6.66K +59 +1,967%
BC
323
Bayforest Capital
United Kingdom
$6.77K +$6.77K +60 New
JFGIW
324
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.13K -$2.48K -21 -29%
RIL
325
Rothschild Investment LLC
Illinois
$5.64K +$564 +5 +11%