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UMB Financial

408 hedge funds and large institutions have $8.17B invested in UMB Financial in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 127 increasing their positions, 159 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

20% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 159

Holders
408
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
$2.09M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EIG
301
Ellenbecker Investment Group
Wisconsin
$216K
RWM
302
Ritholtz Wealth Management
New York
$212K
UCFA
303
United Capital Financial Advisors
Texas
$212K
JFA
304
JNBA Financial Advisors
Minnesota
$212K
BHCM
305
Brevan Howard Capital Management
Jersey
$209K
AWM
306
Aprio Wealth Management
Georgia
$208K
ECA
307
Elevated Capital Advisors
Utah
$192K
SOW
308
State of Wyoming
Wyoming
$192K
Rockefeller Capital Management
309
Rockefeller Capital Management
New York
$187K
AF
310
Advisornet Financial
Minnesota
$158K
GI
311
GAMMA Investing
California
$158K
PS
312
Pinney & Scofield
Massachusetts
$155K
HI
313
Horizon Investments
North Carolina
$154K
ETC
314
Exchange Traded Concepts
Oklahoma
$154K
BC
315
Bayforest Capital
United Kingdom
$152K
DB
316
Danske Bank
Denmark
$151K
Los Angeles Capital Management
317
Los Angeles Capital Management
California
$150K
PA
318
Parallel Advisors
California
$140K
QT
319
Quantbot Technologies
New York
$139K
A
320
AlphaQuest
New York
$135K
C
321
Covestor
United Kingdom
$131K
BNP Paribas Asset Management
322
BNP Paribas Asset Management
France
$126K
1IA
323
1620 Investment Advisors
Massachusetts
$113K
MCM
324
MAI Capital Management
Ohio
$107K
SAM
325
Smartleaf Asset Management
Massachusetts
$104K