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UMB Financial

398 hedge funds and large institutions have $8.2B invested in UMB Financial in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 161 increasing their positions, 117 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: $ → $

0.59% more ownership

Funds ownership: 90.63%91.22% (+0.59%)

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

2% less funds holding

Funds holding: 406398 (-8)

Holders
398
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
RWM
301
Ritholtz Wealth Management
New York
$218K
JFA
302
JNBA Financial Advisors
Minnesota
$218K
HFO
303
Heritage Family Offices
Arizona
$217K
MF
304
Magnetar Financial
Illinois
$214K
UCFA
305
United Capital Financial Advisors
Texas
$207K
AHL
306
Abel Hall LLC
Louisiana
$202K
BAM
307
Blueshift Asset Management
New Jersey
$202K
A
308
AlphaQuest
New York
$193K
BC
309
Bayforest Capital
United Kingdom
$173K
HFS
310
Hantz Financial Services
Michigan
$171K
RIL
311
Rothschild Investment LLC
Illinois
$168K
PS
312
Pinney & Scofield
Massachusetts
$159K
AF
313
Advisornet Financial
Minnesota
$159K
PA
314
Parallel Advisors
California
$142K
GI
315
GAMMA Investing
California
$136K
HNB
316
Hilltop National Bank
Wyoming
$118K
1IA
317
1620 Investment Advisors
Massachusetts
$116K
MCM
318
MAI Capital Management
Ohio
$115K
SAM
319
Shell Asset Management
Netherlands
$111K
Rockefeller Capital Management
320
Rockefeller Capital Management
New York
$102K
MAM
321
Marquette Asset Management
Minnesota
$96.2K
DB
322
Danske Bank
Denmark
$95.9K
C
323
Covestor
United Kingdom
$94K
SAM
324
Smartleaf Asset Management
Massachusetts
$89.1K
BNP Paribas Asset Management
325
BNP Paribas Asset Management
France
$89K