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UMB Financial

407 hedge funds and large institutions have $6.7B invested in UMB Financial in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 191 increasing their positions, 72 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+56
Holders Change %
+15.95%
% of All Funds
5.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
111
Increased
191
Reduced
72
Closed
52
Calls
$1.36M
Puts
$288K
Net Calls
+$1.07M
Net Calls Change
-$296K
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
301
Shelton Capital Management
Colorado
$250K +$250K +2,469 New
FAFN
302
First Affirmative Financial Network
Colorado
$246K +$246K +2,429 New
GWANC
303
Guardian Wealth Advisors (North Carolina)
North Carolina
$243K +$243K +2,391 New
OIA
304
OneDigital Investment Advisors
Kansas
$239K +$51.5K +509 +27%
MCM
305
Monument Capital Management
Virginia
$239K -$56.3K -557 -19%
M&T Bank
306
M&T Bank
New York
$237K +$237K +2,345 New
AACP
307
Advantage Alpha Capital Partners
California
$236K -$366K -3,624 -61%
SAM
308
Shell Asset Management
Netherlands
$236K +$236K +2,334 New
CA
309
Clearstead Advisors
Ohio
$235K +$235K +2,323 New
RFC
310
Regions Financial Corp
Alabama
$234K +$1.52K +15 +0.7%
HNW
311
High Note Wealth
Minnesota
$234K +$234K +2,312 New
EI
312
Ethic Inc
New York
$230K +$230K +2,292 New
CIBC Asset Management
313
CIBC Asset Management
Ontario, Canada
$230K +$230K +2,278 New
BC
314
Bayforest Capital
United Kingdom
$224K +$218K +2,157 +3,595%
HFO
315
Heritage Family Offices
Arizona
$224K +$15.8K +156 +8%
AAS
316
Ameritas Advisory Services
Nebraska
$223K +$223K +2,206 New
CCM
317
Coldstream Capital Management
Washington
$218K +$9K +89 +4%
Corient Private Wealth
318
Corient Private Wealth
Florida
$211K +$211K +2,087 New
PAM
319
Panagora Asset Management
Massachusetts
$210K +$210K +2,080 New
BAM
320
Blueshift Asset Management
New Jersey
$203K +$203K +2,005 New
VA
321
Vident Advisory
Georgia
$202K +$202K +1,995 New
KWM
322
Kingsview Wealth Management
Oregon
$200K +$200K +1,982 New
ITFISA
323
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$192K
JFA
324
JNBA Financial Advisors
Minnesota
$186K +$186K +1,841 New
ACM
325
Aster Capital Management
United Arab Emirates
$164K +$152K +1,378 +1,230%