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UMB Financial

403 hedge funds and large institutions have $8.19B 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: 90.66%91.08% (+0.42%)

1% less funds holding

Funds holding: 407403 (-4)

Holders
403
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
ITFISA
301
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$225K
EIG
302
Ellenbecker Investment Group
Wisconsin
$222K
AACP
303
Advantage Alpha Capital Partners
California
$220K
RWM
304
Ritholtz Wealth Management
New York
$218K
JFA
305
JNBA Financial Advisors
Minnesota
$218K
HFO
306
Heritage Family Offices
Arizona
$217K
MF
307
Magnetar Financial
Illinois
$214K
UCFA
308
United Capital Financial Advisors
Texas
$207K
AHL
309
Abel Hall LLC
Louisiana
$202K
BAM
310
Blueshift Asset Management
New Jersey
$202K
A
311
AlphaQuest
New York
$193K
BC
312
Bayforest Capital
United Kingdom
$173K
HFS
313
Hantz Financial Services
Michigan
$171K
RIL
314
Rothschild Investment LLC
Illinois
$168K
PS
315
Pinney & Scofield
Massachusetts
$159K
AF
316
Advisornet Financial
Minnesota
$159K
LSA
317
Leonteq Securities AG
Switzerland
$145K
PA
318
Parallel Advisors
California
$142K
GI
319
GAMMA Investing
California
$136K
HNB
320
Hilltop National Bank
Wyoming
$118K
1IA
321
1620 Investment Advisors
Massachusetts
$116K
MCM
322
MAI Capital Management
Ohio
$115K
SAM
323
Shell Asset Management
Netherlands
$111K
Rockefeller Capital Management
324
Rockefeller Capital Management
New York
$102K
MAM
325
Marquette Asset Management
Minnesota
$96.2K