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UMB Financial

402 hedge funds and large institutions have $8.18B invested in UMB Financial in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 159 increasing their positions, 120 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

6% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 49

0.42% more ownership

Funds ownership: 90.61%91.03% (+0.42%)

1% less funds holding

Funds holding: 406402 (-4)

Holders
402
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
EIG
301
Ellenbecker Investment Group
Wisconsin
$222K
AACP
302
Advantage Alpha Capital Partners
California
$220K
RWM
303
Ritholtz Wealth Management
New York
$218K
JFA
304
JNBA Financial Advisors
Minnesota
$218K
HFO
305
Heritage Family Offices
Arizona
$217K
MF
306
Magnetar Financial
Illinois
$214K
UCFA
307
United Capital Financial Advisors
Texas
$207K
AHL
308
Abel Hall LLC
Louisiana
$202K
BAM
309
Blueshift Asset Management
New Jersey
$202K
A
310
AlphaQuest
New York
$193K
BC
311
Bayforest Capital
United Kingdom
$173K
HFS
312
Hantz Financial Services
Michigan
$171K
RIL
313
Rothschild Investment LLC
Illinois
$168K
PS
314
Pinney & Scofield
Massachusetts
$159K
AF
315
Advisornet Financial
Minnesota
$159K
LSA
316
Leonteq Securities AG
Switzerland
$145K
PA
317
Parallel Advisors
California
$142K
GI
318
GAMMA Investing
California
$136K
HNB
319
Hilltop National Bank
Wyoming
$118K
1IA
320
1620 Investment Advisors
Massachusetts
$116K
MCM
321
MAI Capital Management
Ohio
$115K
SAM
322
Shell Asset Management
Netherlands
$111K
Rockefeller Capital Management
323
Rockefeller Capital Management
New York
$102K
MAM
324
Marquette Asset Management
Minnesota
$96.2K
DB
325
Danske Bank
Denmark
$95.9K