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UMB Financial

394 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, 159 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: $ → $

0.56% more ownership

Funds ownership: 90.63%91.19% (+0.56%)

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

3% less funds holding

Funds holding: 405394 (-11)

Holders
394
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
CAM
326
Clarity Asset Management
Iowa
$76.4K
Fifth Third Bancorp
327
Fifth Third Bancorp
Ohio
$70.3K
Optiver Holding
328
Optiver Holding
Netherlands
$69.9K
AAP
329
Arax Advisory Partners
Colorado
$60.5K
VCM
330
Versant Capital Management
Arizona
$58.6K
CI Investments Inc
331
CI Investments Inc
Ontario, Canada
$52K
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$50.3K
Bessemer Group
333
Bessemer Group
New Jersey
$50K
EWA
334
EverSource Wealth Advisors
Alabama
$44K
BAMF
335
BI Asset Management Fondsmaeglerselskab
Denmark
$41K
Nomura Asset Management
336
Nomura Asset Management
Japan
$35.5K
CSB
337
City State Bank
Iowa
$35.5K
CA
338
Clearstead Advisors
Ohio
$34.7K
ME
339
McIlrath & Eck
Washington
$34.4K
Mitsubishi UFJ Asset Management
340
Mitsubishi UFJ Asset Management
Japan
$31.5K
RA
341
Rise Advisors
New York
$30K
FFA
342
Farther Finance Advisors
California
$29.5K
CTC
343
Central Trust Company
Missouri
$28.2K
FG
344
Fairman Group
Pennsylvania
$26.8K
PTC
345
Private Trust Company
Ohio
$25.1K
HCA
346
Harbor Capital Advisors
Illinois
$22K
KFPC
347
KERR FINANCIAL PLANNING Corp
California
$19.9K
ACM
348
Accent Capital Management
Ohio
$17.8K
QC
349
Quent Capital
New York
$17.4K
LFG
350
Larson Financial Group
Missouri
$17K