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UMB Financial

396 hedge funds and large institutions have $8.2B invested in UMB Financial in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 161 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: $ → $

2% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 50

0.57% more ownership

Funds ownership: 90.63%91.2% (+0.57%)

2% less funds holding

Funds holding: 405396 (-9)

Holders
396
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
JFA
301
JNBA Financial Advisors
Minnesota
$218K
HFO
302
Heritage Family Offices
Arizona
$217K
MF
303
Magnetar Financial
Illinois
$214K
UCFA
304
United Capital Financial Advisors
Texas
$207K
AHL
305
Abel Hall LLC
Louisiana
$202K
BAM
306
Blueshift Asset Management
New Jersey
$202K
A
307
AlphaQuest
New York
$193K
BC
308
Bayforest Capital
United Kingdom
$173K
HFS
309
Hantz Financial Services
Michigan
$171K
RIL
310
Rothschild Investment LLC
Illinois
$168K
PS
311
Pinney & Scofield
Massachusetts
$159K
AF
312
Advisornet Financial
Minnesota
$159K
PA
313
Parallel Advisors
California
$142K
GI
314
GAMMA Investing
California
$136K
HNB
315
Hilltop National Bank
Wyoming
$118K
1IA
316
1620 Investment Advisors
Massachusetts
$116K
MCM
317
MAI Capital Management
Ohio
$115K
SAM
318
Shell Asset Management
Netherlands
$111K
Rockefeller Capital Management
319
Rockefeller Capital Management
New York
$102K
MAM
320
Marquette Asset Management
Minnesota
$96.2K
DB
321
Danske Bank
Denmark
$95.9K
C
322
Covestor
United Kingdom
$94K
SAM
323
Smartleaf Asset Management
Massachusetts
$89.1K
BNP Paribas Asset Management
324
BNP Paribas Asset Management
France
$89K
WANY
325
Wealthspire Advisors (New York)
New York
$82.5K