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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
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
$1.36M
Puts
$288K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
301
Shelton Capital Management
Colorado
$250K
FAFN
302
First Affirmative Financial Network
Colorado
$246K
GWANC
303
Guardian Wealth Advisors (North Carolina)
North Carolina
$243K
OIA
304
OneDigital Investment Advisors
Kansas
$239K
MCM
305
Monument Capital Management
Virginia
$239K
M&T Bank
306
M&T Bank
New York
$237K
AACP
307
Advantage Alpha Capital Partners
California
$236K
SAM
308
Shell Asset Management
Netherlands
$236K
CA
309
Clearstead Advisors
Ohio
$235K
RFC
310
Regions Financial Corp
Alabama
$234K
HNW
311
High Note Wealth
Minnesota
$234K
EI
312
Ethic Inc
New York
$230K
CIBC Asset Management
313
CIBC Asset Management
Ontario, Canada
$230K
BC
314
Bayforest Capital
United Kingdom
$224K
HFO
315
Heritage Family Offices
Arizona
$224K
AAS
316
Ameritas Advisory Services
Nebraska
$223K
CCM
317
Coldstream Capital Management
Washington
$218K
Corient Private Wealth
318
Corient Private Wealth
Florida
$211K
PAM
319
Panagora Asset Management
Massachusetts
$210K
BAM
320
Blueshift Asset Management
New Jersey
$203K
VA
321
Vident Advisory
Georgia
$202K
KWM
322
Kingsview Wealth Management
Oregon
$200K
ITFISA
323
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$192K
JFA
324
JNBA Financial Advisors
Minnesota
$186K
ACM
325
Aster Capital Management
United Arab Emirates
$164K